401(k) · DOL Form 5500 · 2023

Yale Appliance 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
198
Participants Below avg headcount
72nd
Percentile by assets National rank
$96,458
Avg per participant Below avg balance/head
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Official DOL plan name: Yale Appliance 401(k) Profit Sharing Plan and Trust · Sponsored by Yale Appliance · Massachusetts · Retail Trade

$19M in assets, 198 participants

Yale Appliance's Yale Appliance 401(k) Profit Sharing Plan and Trust reported $19M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,905 in Retail Trade (8,414 peers)

Coverage in Massachusetts

Yale Appliance 401(k) Profit Sharing Plan and Trust covers 198 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $19M.

#6,905
in Retail Trade (8,414 peers)
+24.7%
assets growth YoY

Yale Appliance 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Yale Appliance 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$19,098,706 Top 28% higher than 72% 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

Yale Appliance 401(k) Profit Sharing Plan and Trust 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. Yale Appliance 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yale Appliance 401(k) Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Yale Appliance 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Yale Appliance 401(k) Profit Sharing Plan and Trust reported participants rose from 188 in the plan year 2022 filing to 198 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042457546 · Yale Appliance PY 2023 · 401(k)

Yale Appliance 401(k) Profit Sharing Plan and Trust · $19M · 198 · 72nd

  • PCT $19M
  • PCT 198
  • PCT 72nd
  • PCT 401(k)
  • PCT near Cornhusker Bank Employees 401(k) Plan
  • PCT ind #6905

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 →

Yale Appliance 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Yale Appliance 401(k) Profit Sharing Plan and TrustYale Appliance 401(k) Profit…$19MCornhusker Bank Employees 401(k) PlanCornhusker Bank Employees 40…$19MBreckenridge Grand Vacations 401(k) PlanBreckenridge Grand Vacations…$19MArs 401(k) and Profit Sharing PlanArs 401(k) and Profit Sharin…$19MPreston Management, Inc. 401(k) Profit Sharing PlanPreston Management, Inc. 401…$19M
End-of-year total assets ($M) among Yale Appliance 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN042457546
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yale Appliance)

Sponsor-wide plan assets over time

All Yale Appliance plans reported in each filing year

Latest sponsor-wide plan assets
$23M 47.030020153987486% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.3M $22.5M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 188 $15M
2023 1 198 $19M
2024 1 197 $23M

Nearby 401(k) Plans in Massachusetts

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

Yale Appliance 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Yale Appliance 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.019098706 · Participants: 198Yale Appliance 401(k) Profit Sharing Plan and TrustFidelity 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
Yale Appliance 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Yale Appliance 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Yale Appliance 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Cornhusker Bank Employees 401(k) Plan in NE ($19M); by covered participants it is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Yale Appliance 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Yale Appliance 401(k) Profit Sharing Plan and Trust grew sharply - up 24.7% during 2023, from $15M to $19M. Reported net income was $4M.
How have Yale Appliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yale Appliance's sponsor-wide assets grew 47.0%, from $15M to $23M.
Which 401(k) plans are similar in size to Yale Appliance 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cornhusker Bank Employees 401(k) Plan in NE ($19M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Yale Appliance 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants, $39M 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 042457546.

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.