401(k) · DOL Form 5500 · 2022
The Boat House Group 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 124
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $43,118
- Avg per participant Low balance/head
Official DOL plan name: Boat House 401(k) Plan and Trust · Sponsored by The Boat House Group · Florida · Retail Trade
$5M in assets, 124 participants
The Boat House Group's Boat House 401(k) Plan and Trust reported $5M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #5,864 in Retail Trade (9,519 peers)
Coverage in Florida
Boat House 401(k) Plan and Trust covers 124 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $5M.
- #5,864
- in Retail Trade (9,519 peers)
- -4.6%
- assets change YoY
The plan reported a net loss of $258K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Boat House 401(k) Plan and Trust's mid-pack asset rank among Retail Trade and all filers
Boat House 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,346,676 Top 48% higher than 52% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Boat House 401(k) 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. Boat House 401(k) Plan and Trust sits mid-pack in the medium band (124 participants).
Form 5500 schedule snapshot
Filing strip 800483860 · The Boat House Group PY 2022 · 401(k)
Boat House 401(k) Plan and Trust · $5M · 124 · 52nd
- RANK $5M
- PHOTO 124
- IND 52nd
- EOY 401(k)
- 5500 near Mid-Step Services Inc Retirement Plan
- ASSETS ind #5864
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 Florida →
Boat House 401(k) Plan and Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$258K |
| Employer EIN | 800483860 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Boat House Group)
Sponsor-wide plan assets over time
All The Boat House Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 62.79931680917266% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $5M |
| 2023 | 1 | 143 | $7M |
| 2024 | 1 | 195 | $9M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Boat House 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Mid-Step Services Inc Retirement Plan in IA ($5M); by covered participants it is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.
- Mp Biomedicals, Inc. Retirement Savings Plan (CA) 124 · 0 off
- Vitex Extrusion, LLC 401(k) Plan (NH) 124 · 0 off
- R. P. Marzilli Retirement Plan (MA) 124 · 0 off
- Dynalec Corporation Profit Sharing 401(k) Plan (NY) 124 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.