401(k) · DOL Form 5500 · 2023

Yankee Spirits, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
177
Participants Small participant base
40th
Percentile by assets National rank
$21,758
Avg per participant Low balance/head
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Official DOL plan name: Yankee Spirits, Inc 401(k) Profit Sharing Plan · Sponsored by Yankee Spirits, Inc. · Massachusetts · Retail Trade

$4M in assets, 177 participants

Yankee Spirits, Inc.'s Yankee Spirits, Inc 401(k) Profit Sharing Plan reported $4M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,249 in Retail Trade (8,414 peers)

Coverage in Massachusetts

Yankee Spirits, Inc 401(k) Profit Sharing Plan covers 177 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#4,249
in Retail Trade (8,414 peers)
+29.8%
assets growth YoY

Yankee Spirits, Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Yankee Spirits, Inc 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,851,220 40th percentile higher than 40% of 127,068 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 2023

Yankee Spirits, Inc 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yankee Spirits, Inc 401(k) Profit Sharing Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yankee Spirits, Inc 401(k) Profit Sharing Plan reported net income rose from -$511K in the plan year 2022 filing to $878K in the plan year 2023 filing.
  • Yankee Spirits, Inc 401(k) Profit Sharing Plan reported participants rose from 117 in the plan year 2022 filing to 177 in the plan year 2023 filing.
  • Yankee Spirits, Inc 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 030500530 · Yankee Spirits, Inc. PY 2023 · 401(k)

Yankee Spirits, Inc 401(k) Profit Sharing Plan · $4M · 177 · 40th

  • PART $4M
  • PART 177
  • PART 40th
  • PART 401(k)
  • PART near Hotel Development and Management LLC 401(k) Profit Sharing and Trust
  • PART ind #4249

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 →

Yankee Spirits, Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Yankee Spirits, Inc 401(k) Profit Sharing PlanYankee Spirits, Inc 401(k) P…$4MHotel Development and Management LLC 401(k) Profit Sharing and TrustHotel Development and Manage…$4MCameron-Ehlen Group, Inc. 401(k) Profit Sharing PlanCameron-Ehlen Group, Inc. 40…$4MAutomatic Payroll Systems, Inc. 401(k) Retirement PlanAutomatic Payroll Systems, I…$4MPacaso 401(k) Plan$4M
End-of-year total assets ($M) among Yankee Spirits, Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$878K
Employer EIN030500530
Plan Effective Date1980-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yankee Spirits, Inc.)

Sponsor-wide plan assets over time

All Yankee Spirits, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 76.80075996766497% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.97M $5.24M ▲ +76.4%
Year Plans Participants Total Assets
2022 1 117 $3M
2023 1 177 $4M
2024 1 190 $5M

Nearby 401(k) Plans in Massachusetts

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

Yankee Spirits, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Yankee Spirits, Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.00385122 · Participants: 177Yankee Spirits, Inc 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Yankee Spirits, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Yankee Spirits, Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Yankee Spirits, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hotel Development and Management LLC 401(k) Profit Sharing and Trust in FL ($4M); by covered participants it is Purolite 401(k) Plan in PA (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Yankee Spirits, Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
Yankee Spirits, Inc 401(k) Profit Sharing Plan grew sharply - up 29.8% during 2023, from $3M to $4M. Reported net income was $878K.
How have Yankee Spirits, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yankee Spirits, Inc.'s sponsor-wide assets grew 76.8%, from $3M to $5M.
Which 401(k) plans are similar in size to Yankee Spirits, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hotel Development and Management LLC 401(k) Profit Sharing and Trust in FL ($4M, 453 participants).
Which 401(k) plans cover a similar participant headcount to Yankee Spirits, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Purolite 401(k) Plan in PA (177 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030500530.

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.