401(k) · DOL Form 5500 · 2023

Ycharts Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
107
Participants Small participant base
44th
Percentile by assets National rank
$46,978
Avg per participant Low balance/head
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Official DOL plan name: Ycharts 401(k) Plan · Sponsored by Ycharts Inc. · Illinois · Information & Media

$5M in assets, 107 participants

Ycharts Inc.'s Ycharts 401(k) Plan reported $5M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 44th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #800 in Information & Media (2,818 peers)

Coverage in Illinois

Ycharts 401(k) Plan covers 107 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $5M.

#800
in Information & Media (2,818 peers)
+67.6%
assets growth YoY

Ycharts 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Ycharts 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,026,650 44th percentile higher than 44% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Ycharts 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ycharts 401(k) Plan sits mid-pack in the medium band (107 participants).

DOL schedule card

Filing strip 272106940 · Ycharts Inc. PY 2023 · 401(k)

Ycharts 401(k) Plan · $5M · 107 · 44th

  • BOY $5M
  • BOY 107
  • BOY 44th
  • BOY 401(k)
  • BOY near Green Country Dental Arts, PC 401(k) Plan
  • BOY ind #800

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Information & Media retirement plans → · Plans in Illinois →

Ycharts 401(k) Plan in the asset neighbourhood

Ycharts 401(k) Plan$5MGreen Country Dental Arts, PC 401(k) PlanGreen Country Dental Arts, P…$5MSp Orian, LLC 401(k) Plan$5MKyo Autism Therapy LLC 401(k) Profit Sharing Plan and TrustKyo Autism Therapy LLC 401(k…$5MGoodway Graphics 401(k) Savings PlanGoodway Graphics 401(k) Savi…$5M
End-of-year total assets ($M) among Ycharts 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN272106940
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ycharts Inc.)

Sponsor-wide plan assets over time

All Ycharts Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 47.44358568828146% vs 2023
2024 filing year
$4M$5M$6M$7M$8M 20232024 $5.03M $7.41M ▲ +47.3%
Year Plans Participants Total Assets
2023 1 107 $5M
2024 1 120 $7M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ycharts 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Ycharts 401(k) Plan, Total assets ($B): 0.00502665 · Participants: 107Ycharts 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Ycharts 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Ycharts 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Green Country Dental Arts, PC 401(k) Plan in OK ($5M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ycharts 401(k) Plan assets move in 2023?
Ycharts 401(k) Plan surged - up 67.6% during 2023, from $3M to $5M. Reported net income was $2M.
How have Ycharts Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), Ycharts Inc.'s sponsor-wide assets grew 47.4%, from $5M to $7M.
Which 401(k) plans are similar in size to Ycharts 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Green Country Dental Arts, PC 401(k) Plan in OK ($5M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Ycharts 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants, N/A in assets).