401(k) · DOL Form 5500 · 2023

Yottaa, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
118
Participants Small participant base
46th
Percentile by assets National rank
$45,729
Avg per participant Low balance/head
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Official DOL plan name: Yottaa 401(k) Plan · Sponsored by Yottaa, Inc. · Massachusetts · Information & Media

$5M in assets, 118 participants

Yottaa, Inc.'s Yottaa 401(k) Plan reported $5M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #836 in Information & Media (2,818 peers)

Coverage in Massachusetts

Yottaa 401(k) Plan covers 118 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#836
in Information & Media (2,818 peers)
+34.8%
assets growth YoY

Yottaa 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Yottaa 401(k) Plan vs every filed plan by assets

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

$5,396,071 46th percentile higher than 46% 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

Yottaa 401(k) 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. Yottaa 401(k) Plan sits mid-pack in the medium band (118 participants).

Form 5500 schedule snapshot

Filing strip 264723506 · Yottaa, Inc. PY 2023 · 401(k)

Yottaa 401(k) Plan · $5M · 118 · 46th

  • ASSETS $5M
  • ASSETS 118
  • ASSETS 46th
  • ASSETS 401(k)
  • ASSETS near 401(k) Profit-Sharing Plan for Employees of the Children's Center of Hamden, Inc.
  • ASSETS ind #836

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 Information & Media retirement plans → · Plans in Massachusetts →

Yottaa 401(k) Plan in the asset neighbourhood

Yottaa 401(k) Plan$5M401(k) Profit-Sharing Plan for Employees of the Children's Center of Hamden, Inc.401(k) Profit-Sharing Plan f…$5MCarnegie, Inc. Retirement PlanCarnegie, Inc. Retirement Pl…$5MCustom Profile, LLC 401(k) Profit Sharing PlanCustom Profile, LLC 401(k) P…$5MChestnut Petroleum Distributors, Inc. 401(k) PlanChestnut Petroleum Distribut…$5M
End-of-year total assets ($M) among Yottaa 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN264723506
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yottaa, Inc.)

Sponsor-wide plan assets over time

All Yottaa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 8.775069861015544% vs 2023
2024 filing year
$5.2M$5.4M$5.6M$5.8M$6M 20232024 $5.4M $5.87M ▲ +8.7%
Year Plans Participants Total Assets
2023 1 118 $5M
2024 1 84 $6M

Nearby 401(k) Plans in Massachusetts

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

Yottaa 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Yottaa 401(k) Plan, Total assets ($B): 0.005396071 · Participants: 118Yottaa 401(k) 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
Yottaa 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Yottaa 401(k) Plan side-by-side with 3 peers →

Yottaa 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is 401(k) Profit-Sharing Plan for Employees of the Children's Center of Hamden, Inc. in CT ($5M); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Yottaa 401(k) Plan assets move in 2023? ▼
Yottaa 401(k) Plan surged - up 34.8% during 2023, from $4M to $5M. Reported net income was $1M.
How have Yottaa, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Yottaa, Inc.'s sponsor-wide assets grew 8.8%, from $5M to $6M.
Which 401(k) plans are similar in size to Yottaa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit-Sharing Plan for Employees of the Children's Center of Hamden, Inc. in CT ($5M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Yottaa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ensign Natural Resources 401(k) Plan in TX (118 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 264723506.

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.