401(k) · DOL Form 5500 · 2022

Yankee Leisure Group 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
71
Participants Small participant base
47th
Percentile by assets National rank
$59,062
Avg per participant Low balance/head
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Official DOL plan name: Yankee Leisure Group 401(k) Plan · Sponsored by Yankee Leisure Group · Massachusetts · Wholesale Trade

$4M in assets, 71 participants

Yankee Leisure Group's Yankee Leisure Group 401(k) Plan reported $4M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,364 in Wholesale Trade (6,843 peers)

Yankee Leisure Group multi-year trail

Yankee Leisure Group's plans moved +73.5% in assets from 2022 to 2024; this filing shows Yankee Leisure Group 401(k) Plan at $4M / 71 participants.

#2,364
in Wholesale Trade (6,843 peers)
-10.8%
assets change YoY

The plan reported a net loss of $507K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Yankee Leisure Group 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Yankee Leisure Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,193,388 47th percentile higher than 47% of 139,123 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 2022

Yankee Leisure Group 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yankee Leisure Group 401(k) Plan is a small filing (71 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 042604213 · Yankee Leisure Group PY 2022 · 401(k)

Yankee Leisure Group 401(k) Plan · $4M · 71 · 47th

  • NET $4M
  • BOOK 71
  • VS-ST 47th
  • BOY 401(k)
  • SCH near Thompson Chiropractic 401(k) Psp & Trust
  • EBSA ind #2364

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Yankee Leisure Group 401(k) Plan in the asset neighbourhood

Yankee Leisure Group 401(k) PlanYankee Leisure Group 401(k) …$4MThompson Chiropractic 401(k) Psp & TrustThompson Chiropractic 401(k)…$4MThe Donaldson Group, LLC$4MGeorge Washington Memorial Park Profit Sharing 401(k) PlanGeorge Washington Memorial P…$4MViva Life LLC 401(k) Profit Sharing Plan and TrustViva Life LLC 401(k) Profit …$4M
End-of-year total assets ($M) among Yankee Leisure Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Yankee Leisure Group multi-year asset trail

Sponsor-wide plan assets over time

All Yankee Leisure Group plans reported in each filing year

Latest sponsor-wide plan assets
$7M 73.53979646052309% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.19M $7.28M ▲ +73.7%
Year Plans Participants Total Assets
2022 1 71 $4M
2023 1 107 $6M
2024 1 150 $7M

Yankee Leisure Group filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$507K
Employer EIN042604213
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Yankee Leisure Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Yankee Leisure Group 401(k) Plan, Total assets ($B): 0.004193388 · Participants: 71Yankee Leisure Group 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Yankee Leisure Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Yankee Leisure Group 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Thompson Chiropractic 401(k) Psp & Trust in NJ ($4M); by covered participants it is Human Resource Training, Inc. 401(k) Profit Sharing Plan in AZ (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Yankee Leisure Group 401(k) Plan assets move in 2022? ▼
Yankee Leisure Group 401(k) Plan pulled back noticeably - down 10.8% during 2022, from $5M to $4M. Reported net income was -$507K.
How have Yankee Leisure Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yankee Leisure Group's sponsor-wide assets grew 73.5%, from $4M to $7M.
Which 401(k) plans are similar in size to Yankee Leisure Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thompson Chiropractic 401(k) Psp & Trust in NJ ($4M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Yankee Leisure Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Human Resource Training, Inc. 401(k) Profit Sharing Plan in AZ (71 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042604213.

Read our methodology - how this data is sourced, computed, and verified.

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