401(k) · DOL Form 5500 · 2022

Edgartown Yacht Club, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
32nd
Percentile by assets National rank
$177,805
Avg per participant Above avg balance/head
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Official DOL plan name: Edgartown Yacht Club Profit Sharing Plan · Sponsored by Edgartown Yacht Club, Inc. · Massachusetts · Arts, Entertainment & Recreation

$2M in assets, 10 participants

Edgartown Yacht Club, Inc.'s Edgartown Yacht Club Profit Sharing Plan reported $2M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,630 in Arts, Entertainment & Recreation (3,077 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Edgartown Yacht Club Profit Sharing Plan ranks #1,630 of 3,077 2022 filers by assets (1562% of the sector average)-$2M for 10 participants.

#1,630
in Arts, Entertainment & Recreation (3,077 peers)
-33.1%
assets change YoY

The plan reported a net loss of $880K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edgartown Yacht Club Profit Sharing Plan among the smaller filed plans by assets

Edgartown Yacht Club Profit Sharing Plan vs every filed plan by assets

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

$1,778,049 32nd percentile higher than 32% 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

Edgartown Yacht Club Profit Sharing 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. Edgartown Yacht Club Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

Published 5500 schedule card

Filing strip 041278322 · Edgartown Yacht Club, Inc. PY 2022 · 401(k)

Edgartown Yacht Club Profit Sharing Plan · $2M · 10 · 32nd

  • TYPE $2M
  • NET 10
  • BOOK 32nd
  • VS-ST 401(k)
  • BOY near Epworth Children & Family Services, Inc. 401(k) Plan
  • SCH ind #1630

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 Massachusetts →

Edgartown Yacht Club Profit Sharing Plan in the asset neighbourhood

Edgartown Yacht Club Profit Sharing PlanEdgartown Yacht Club Profit …$2MEpworth Children & Family Services, Inc. 401(k) PlanEpworth Children & Family Se…$2MEmbrey Management Services, Ltd. 401(k) PlanEmbrey Management Services, …$2MDermatology Clinic PC Profit Sharing PlanDermatology Clinic PC Profit…$2MBarbara J Home Health Agency, Inc. 401(k) PlanBarbara J Home Health Agency…$2M
End-of-year total assets ($M) among Edgartown Yacht Club Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$880K
Employer EIN041278322
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edgartown Yacht Club, Inc.)

Sponsor-wide plan assets over time

All Edgartown Yacht Club, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 71.05102277833738% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.78M $3.04M ▲ +70.8%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 10 $2M
2024 1 11 $3M

Nearby 401(k) Plans in Massachusetts

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

Edgartown Yacht Club Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Edgartown Yacht Club Profit Sharing Plan, Total assets ($B): 0.001778049 · Participants: 10Edgartown Yacht Club Profit Sharing 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
Edgartown Yacht Club Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Edgartown Yacht Club Profit Sharing Plan side-by-side with 3 peers →

Edgartown Yacht Club Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Epworth Children & Family Services, Inc. 401(k) Plan in MO ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Edgartown Yacht Club Profit Sharing Plan assets move in 2022? ▼
Edgartown Yacht Club Profit Sharing Plan contracted severely - down 33.1% during 2022, from $3M to $2M. Reported net income was -$880K.
How have Edgartown Yacht Club, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edgartown Yacht Club, Inc.'s sponsor-wide assets grew 71.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Edgartown Yacht Club Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Epworth Children & Family Services, Inc. 401(k) Plan in MO ($2M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Edgartown Yacht Club Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M 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 041278322.

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.