401(k)
2022 plan-year 401(k) DOL Form 5500

Watertown Family Ymca 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Young Men's Christian Assoc. of Watertown Ny · New York · Other Services

What the 2023 filing shows

Watertown Family Ymca 403(b) Plan holds $769K for 141 participants — about $5,457 per participant, up 168.5% over the 2022 plan year.

$769K
total plan assets (2022 EOY)
141
covered participants
$5,457
avg assets per participant
+168.5%
assets growth YoY
Total Assets (2023)
$769K
Participants
141
State
Industry
Other Services

What the Filing Says About Watertown Family Ymca 403(b) Plan

Watertown Family Ymca 403(b) Plan is a 401(k) retirement plan sponsored by The Young Men's Christian Assoc. of Watertown Ny, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $769K in total end-of-year assets and covers 141 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 150559207, and the plan has been effective since 2020-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $287K at the beginning of 2022 to $769K at year-end — a gain of 168.5%. Net assets (after liabilities) closed the year at $769K, with reported net income of $54K 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.

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.

Financial Summary (2023)

Total Assets (Beginning of Year)$287K
Total Assets (End of Year)$769K
Net Assets (End of Year)$769K
Net Income$54K
Plan Type401(k)
Employer EIN150559207
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Watertown Family Ymca 403(b) Plan?
As of the 2022 Form 5500 filing, Watertown Family Ymca 403(b) Plan holds $769K in total assets with 141 participants. It is sponsored by The Young Men's Christian Assoc. of Watertown Ny.
What type of plan is Watertown Family Ymca 403(b) Plan?
Watertown Family Ymca 403(b) Plan is a 401(k) plan. It has been effective since 2020-01-01. The plan is filed with the U.S. Department of Labor under EIN 150559207.
Who sponsors the Watertown Family Ymca 403(b) Plan?
Watertown Family Ymca 403(b) Plan is sponsored by The Young Men's Christian Assoc. of Watertown Ny, located in New York. The sponsor's EIN is 150559207 and the plan operates in the Other Services industry.
How did Watertown Family Ymca 403(b) Plan perform in 2022?
Watertown Family Ymca 403(b) Plan grew by 168.5% during 2022, moving from $287K to $769K in total assets. Net income was $54K.
Where can I find official filings for Watertown Family Ymca 403(b) Plan?
Official Form 5500 filings for Watertown Family Ymca 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 150559207 or plan name at efast.dol.gov.
How does Watertown Family Ymca 403(b) Plan compare to other plans?
You can compare Watertown Family Ymca 403(b) Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 150559207.

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.