401(k) · DOL Form 5500 · 2022

Lowrie Yacht Harbor, Inc. 401(k) Plan

Data updated 2026-08-25

$605K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$201,745
Avg per participant Above avg balance/head
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Official DOL plan name: Lowrie Yacht Harbor, Inc. 401(k) Plan · Sponsored by Lowrie Yacht Harbor, Inc. · California · Arts, Entertainment & Recreation

$605K in assets, 3 participants

Lowrie Yacht Harbor, Inc.'s Lowrie Yacht Harbor, Inc. 401(k) Plan reported $605K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,282 in Arts, Entertainment & Recreation (3,077 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Lowrie Yacht Harbor, Inc. 401(k) Plan ranks #1,282 of 3,077 2022 filers by assets (4588% of the sector average)-$605K for 3 participants.

#1,282
in Arts, Entertainment & Recreation (3,077 peers)
-10.0%
assets change YoY

The plan reported a net loss of $67K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lowrie Yacht Harbor, Inc. 401(k) Plan among the smaller filed plans by assets

Lowrie Yacht Harbor, Inc. 401(k) Plan vs every filed plan by assets

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

$605,236 20th percentile higher than 20% 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

Lowrie Yacht Harbor, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lowrie Yacht Harbor, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 946089435 · Lowrie Yacht Harbor, Inc. PY 2022 · 401(k)

Lowrie Yacht Harbor, Inc. 401(k) Plan · $605K · 3 · 20th

  • EIN $605K
  • EIN 3
  • EIN 20th
  • EIN 401(k)
  • EIN near Ask Telemarketing, Inc. 401(k) Plan
  • EIN ind #1282

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Lowrie Yacht Harbor, Inc. 401(k) Plan in the asset neighbourhood

Lowrie Yacht Harbor, Inc. 401(k) PlanLowrie Yacht Harbor, Inc. 40…$605KAsk Telemarketing, Inc. 401(k) PlanAsk Telemarketing, Inc. 401(…$605KPlan First Technologies 401(k) Profit Sharing PlanPlan First Technologies 401(…$605KLongview Bridge 401(k) Plan$605KTailgate Dogs & Sausages, Inc. 401(k) Profit Sharing PlanTailgate Dogs & Sausages, In…$605K
End-of-year total assets ($M) among Lowrie Yacht Harbor, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$673K
Net Assets (End of Year)$605K
Net Income-$67K
Employer EIN946089435
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lowrie Yacht Harbor, Inc.)

Sponsor-wide plan assets over time

All Lowrie Yacht Harbor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$725K 19.842672940803258% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.61M $0.73M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 3 $605K
2023 1 3 $678K
2024 1 3 $725K

Nearby 401(k) Plans in California

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

Lowrie Yacht Harbor, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lowrie Yacht Harbor, Inc. 401(k) Plan, Total assets ($B): 0.000605236 · Participants: 3Lowrie Yacht Harbor, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Lowrie Yacht Harbor, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lowrie Yacht Harbor, Inc. 401(k) Plan side-by-side with 3 peers →

Lowrie Yacht Harbor, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ask Telemarketing, Inc. 401(k) Plan in AL ($605K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Lowrie Yacht Harbor, Inc. 401(k) Plan assets move in 2022? ▼
Lowrie Yacht Harbor, Inc. 401(k) Plan pulled back noticeably - down 10.0% during 2022, from $673K to $605K. Reported net income was -$67K.
How have Lowrie Yacht Harbor, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lowrie Yacht Harbor, Inc.'s sponsor-wide assets grew 19.8%, from $605K to $725K.
Where does Lowrie Yacht Harbor, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Lowrie Yacht Harbor, Inc. 401(k) Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lowrie Yacht Harbor, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ask Telemarketing, Inc. 401(k) Plan in AL ($605K, 319 participants).
Which 401(k) plans cover a similar participant headcount to Lowrie Yacht Harbor, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 946089435.

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.