401(k) · DOL Form 5500 · 2022

Yale Appliance 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
188
Participants Below avg headcount
73rd
Percentile by assets National rank
$81,442
Avg per participant Below avg balance/head
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Official DOL plan name: Yale Appliance 401(k) Profit Sharing Plan and Trust · Sponsored by Yale Appliance · Massachusetts · Retail Trade

$15M in assets, 188 participants

Yale Appliance's Yale Appliance 401(k) Profit Sharing Plan and Trust reported $15M in total assets and 188 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #7,905 in Retail Trade (9,519 peers)

Coverage in Massachusetts

Yale Appliance 401(k) Profit Sharing Plan and Trust covers 188 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.

#7,905
in Retail Trade (9,519 peers)
-7.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Yale Appliance 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Yale Appliance 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$15,311,114 Top 27% higher than 73% 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

Yale Appliance 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yale Appliance 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (188 participants).

DOL schedule card

Filing strip 042457546 · Yale Appliance PY 2022 · 401(k)

Yale Appliance 401(k) Profit Sharing Plan and Trust · $15M · 188 · 73rd

  • BOOK $15M
  • BOOK 188
  • BOOK 73rd
  • BOOK 401(k)
  • BOOK near Smith Douglas Homes 401(k) Plan
  • BOOK ind #7905

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 Retail Trade retirement plans → · Plans in Massachusetts →

Yale Appliance 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Yale Appliance 401(k) Profit Sharing Plan and TrustYale Appliance 401(k) Profit…$15MSmith Douglas Homes 401(k) PlanSmith Douglas Homes 401(k) P…$15MJasper Wyman & Son Profit Sharing and Savings PlanJasper Wyman & Son Profit Sh…$15MArtisanal Brewing Ventures 401(k) PlanArtisanal Brewing Ventures 4…$15MHeadway Workforce Solutions, Inc. Salary Savings PlanHeadway Workforce Solutions,…$15M
End-of-year total assets ($M) among Yale Appliance 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$1M
Employer EIN042457546
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yale Appliance)

Sponsor-wide plan assets over time

All Yale Appliance plans reported in each filing year

Latest sponsor-wide plan assets
$23M 47.030020153987486% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.3M $22.5M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 188 $15M
2023 1 198 $19M
2024 1 197 $23M

Nearby 401(k) Plans in Massachusetts

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

Yale Appliance 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Yale Appliance 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.015311114 · Participants: 188Yale Appliance 401(k) Profit Sharing Plan and TrustFidelity 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
Yale Appliance 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Yale Appliance 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Yale Appliance 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Smith Douglas Homes 401(k) Plan in GA ($15M); by covered participants it is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Yale Appliance 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Yale Appliance 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 7.5% during 2022, from $17M to $15M. Reported net income was -$1M.
How have Yale Appliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yale Appliance's sponsor-wide assets grew 47.0%, from $15M to $23M.
Which 401(k) plans are similar in size to Yale Appliance 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Smith Douglas Homes 401(k) Plan in GA ($15M, 311 participants).
Which 401(k) plans cover a similar participant headcount to Yale Appliance 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 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 042457546.

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.