401(k) · DOL Form 5500 · 2023

Yamamoto of Orient, Inc. Shared Savings Plan

Data updated 2026-05-15

$15M
Total assets
262
Participants
67th
Percentile by assets
$57,985
Avg per participant

Sponsored by Yamamoto of Orient, Inc. · California · Manufacturing

What the 2023 filing shows

Yamamoto of Orient, Inc. Shared Savings Plan holds $15M for 262 participants - about $57,985 per participant, above the median plan by assets, up 16.9% over the 2023 plan year.

$15M
total plan assets (2023 EOY)
262
covered participants
67th
percentile by assets (of 126,618 plans)
$57,985
avg assets per participant
State
Industry
Manufacturing

401(k) · DOL Form 5500 · 2023

What the Filing Says About Yamamoto of Orient, Inc. Shared Savings Plan

Yamamoto of Orient, Inc. Shared Savings Plan is a 401(k) retirement plan sponsored by Yamamoto of Orient, Inc., headquartered in California. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 262 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 952976080, and the plan has been effective since 1988-04-14. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew sharply from $13M at the beginning of 2023 to $15M at year-end - up 16.9%. Net assets (after liabilities) closed the year at $15M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years Yamamoto of Orient, Inc. has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $13M to $28M, a gain of 117.4%, while reported participants moved from 262 to 491 (+87.4%). Year-by-year, sponsor-wide filings show: 2022 - $13M in assets across 1 plan covering 262 participants; 2023 - $28M in assets across 2 plans covering 491 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Yamamoto of Orient, Inc. Shared Savings Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$2M
Plan Type401(k)
Employer EIN952976080
Plan Effective Date1988-04-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Yamamoto of Orient, Inc.)

Year Plans Participants Total Assets
2022 1 262 $13M
2023 2 491 $28M

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the Yamamoto of Orient, Inc. Shared Savings Plan?
As of the 2023 Form 5500 filing, Yamamoto of Orient, Inc. Shared Savings Plan holds $15M in total assets with 262 participants. It is sponsored by Yamamoto of Orient, Inc..
What type of plan is Yamamoto of Orient, Inc. Shared Savings Plan?
Yamamoto of Orient, Inc. Shared Savings Plan is a 401(k) plan. It has been effective since 1988-04-14. The plan is filed with the U.S. Department of Labor under EIN 952976080.
Who sponsors the Yamamoto of Orient, Inc. Shared Savings Plan?
Yamamoto of Orient, Inc. Shared Savings Plan is sponsored by Yamamoto of Orient, Inc., located in California. The sponsor's EIN is 952976080 and the plan operates in the Manufacturing industry.
How did Yamamoto of Orient, Inc. Shared Savings Plan perform in 2023?
Yamamoto of Orient, Inc. Shared Savings Plan grew sharply - up 16.9% during 2023, moving from $13M to $15M in total assets. Net income was $2M.

What this filing means

Ways to act on Yamamoto of Orient, Inc. Shared Savings Plan's numbers.

  • By total assets, Yamamoto of Orient, Inc. Shared Savings Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Yamamoto of Orient, Inc.'s sponsor-wide assets have grown 117.4% since 2022 across 2 plan years on file. More Manufacturing plans
  • A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952976080.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.