My Plan Facts

New York › Manufacturing › 500 to 999 participants

Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024

Vie de France Yamazaki Inc. 401(k) Profit Sharing Plan & Trust

Sponsored by Vie de France Yamazaki Inc., Rochester, NY

401(k) plan

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$23.2Mnet assets, end of plan year+13% on the year
907participants750 active
$25,634net assets per participantsame-size median $46,267
$451employer contributions per active participantsame-size median $1,934

Vie de France Yamazaki Inc. of Rochester, New York sponsors Vie de France Yamazaki Inc. 401(k) Profit Sharing Plan & Trust, a 401(k) plan. Its Form 5500 for the plan year ending 31 Dec 2024 shows 907 participants (750 active) and $23.2M in net assets.

Net assets came to $25,634 per participant, well below the $46,267 median for defined contribution plans with 500 to 999 participants and well below the $62,303 median for defined contribution plans in manufacturing. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

The employer contributed $339K during the year, or $451 per active participant against a same-size median of $1,934; participants contributed $1.6M and $6,778 arrived as rollovers and other contributions. Benefits paid out totalled $1.4M.

Schedule C lists 3 service provider organisations paid $5,000 or more, with reported compensation of $85K: $93.83 per participant, below the same-size median of $113. Administrative expenses charged to the plan were $86K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $12.3M in 2009 to $23.3M in 2024 (up 89%), and participants from 783 to 907 (up 16%).

The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.

Compared with similar plans

MeasureThis planSame sizeSame industryAll US DC plans
Net assets per participant$25,634$46,267$62,303$53,102
Employer contributions per active participant$451$1,934$2,187$2,175
Schedule C compensation per participant$93.83$113$136$123
Schedule C compensation, share of net assets0.37%0.25%0.24%0.26%
Administrative expenses per participant$94.49$109$131$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 500 to 999 participants (10,588 plans), manufacturing (11,377) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2009: $12.3M2010: $13.8M2011: $14.0M2012: $15.9M2013: $17.3M2014: $18.1M2015: $18.8M2016: $21.5M2017: $25.4M2018: $24.1M2019: $27.3M2020: $26.0M2021: $26.9M2022: $19.4M2023: $20.6M2024: $23.3M$12.3M$27.3M$23.3M20092012201620202024
Net assets at year end
2009: 7832010: 7982011: 7982012: 8172013: 7652014: 8032015: 8172016: 9602017: 8002018: 7962019: 6802020: 5312021: 5132022: 7452023: 8442024: 90778396090720092012201620202024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
2024907$23.3M$25,634$339K$1.6M$85K
2023844$20.6M$24,384$324K$1.4M$81K
2022745$19.4M$26,026$321K$1.4M$6,000
2021513$26.9M$52,388$205K$985K$102K
2020531$26.0M$48,923$208K$949K$80K
2019680$27.3M$40,085$289K$1.4M$60K
2018796$24.1M$30,240$322K$1.5M$55K
2017800$25.4M$31,723$324K$1.4M$49K
2016960$21.5M$22,354$299K$1.3M$42K
2015817$18.8M$23,048$166K$1.2M$40K
2014803$18.1M$22,569$110K$1.0M$44K
2013765$17.3M$22,624$97K$938K$41K
2012817$15.9M$19,403$85K$852K$29K
2011798$14.0M$17,555$71K$750K$20K
2010798$13.8M$17,241$121K$731K$18K
2009783$12.3M$15,676$98K$754K$2,000

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$20,579,769
  • Employer contributions$338,622
  • Participant contributions$1,559,303
  • Rollovers and other contributions$6,778
  • Total contributions$1,904,703
  • Total income, including investment results$4,186,073
  • Benefits paid$1,423,070
  • Administrative expenses$85,704
  • Total expenses$1,516,184
  • Net income$2,669,889
  • Net transfers$0
  • Net assets, end of year$23,249,658

Participants

  • Active participants750
  • Retired or separated, receiving benefits0
  • Retired or separated, entitled to future benefits157
  • Participants with account balances612
  • Total participants, end of year907

Fees and service providers

$85KSchedule C compensation to organisations$85K direct · $0 indirect
$93.83per participantsame-size median $113
0.37%of net assetssame-size median 0.25%
$86Kadministrative expenses charged to the plan$94.49 per participant
OrganisationServices reportedDirectIndirect
UBS Financial Services, Inc.rpcsInvestment advisory (participants)$42,318$0
Paychex, Inc.Recordkeeping and information management$26,156$0
Erisa Fiduciary Services, Inc.Contract Administrator$16,630$0

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Contract administrator fees$42,526
  • Investment advisory and management fees$42,318
  • Trustee and custodial fees$860
  • Total administrative expenses$85,704

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Registered investment companies (mutual funds)$22.1M · 95.2%
  • Participant loans$802K · 3.4%
  • Cash (interest and non-interest bearing)$303K · 1.3%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Accounting firmBonadio & Co. LLP
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $500,000
  • Blackout period during the yearNo

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2AAge/service weighted or new comparability or similar plan
  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3HPlan sponsor(s) is (are) a member(s) of a controlled group
  • 3DPre-approved pension plan
  • 2GTotal participant-directed account plan
  • 2KCode section 401(m) arrangement
  • 2JCode section 401(k) feature

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 311800: Bakeries, Tortilla & Dry Pasta Mfg.

Similar plans in New York

PlanSponsorParticipantsNet assetsPer participant
Sticker Mule, LLC 401(k) PlanSticker Mule, LLC909$18.0M$19,816
Ennovi Industries, Inc. 401(k) PlanEnnovi Industries, Inc.897$48.6M$54,157
Keymark-Kasson & Keller Inc. 401(k) PlanKeymark-Kasson & Keller, Inc.918$16.9M$18,362
Western New York Teamsters 401(k) PlanTeamsters Local No. 264897$39.7M$44,217
Sensus USA Inc. Union 401(k) PlanXylem Inc.951$8.3M$8,744
Boilermakers Local Lodge No. 5 Annuity FundBoard of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund886$53.9M$60,852

Defined contribution plans in manufacturing closest in size.

Questions and answers

How big is Vie de France Yamazaki Inc. 401(k) Profit Sharing Plan & Trust?

907 participants at the end of the plan year ending 31 Dec 2024, of whom 750 were active employees, with net assets of $23,249,658. Among defined contribution plans that places it in the 500 to 999 participants band, which held 10,588 plans in plan year 2024.

What does Vie de France Yamazaki Inc. contribute per participant?

The filing reports $338,622 in employer contributions for the year, which is $451 per active participant; the median for plans of the same type and size was $1,934 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports $85,104 in compensation to service provider organisations, $93.83 per participant or 0.37% of net assets. The same-size median among plans reporting any Schedule C compensation was $113 per participant. Administrative expenses on Schedule H were $85,704. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is Vie de France Yamazaki Inc.. Recordkeeping or administration: Paychex, Inc. and Erisa Fiduciary Services, Inc.. Investment advisory or management: UBS Financial Services, Inc.rpcs. The financial statements were audited by Bonadio & Co. LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 10 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 54-1584122, plan 001, received 10 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.