401(k) · DOL Form 5500 · 2023

Jefferson Valley Operations, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
153
Participants Small participant base
60th
Percentile by assets National rank
$71,379
Avg per participant Below avg balance/head
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Official DOL plan name: Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan · Sponsored by Jefferson Valley Operations, Inc. · New York · Arts, Entertainment & Recreation

$11M in assets, 153 participants

Jefferson Valley Operations, Inc.'s Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan reported $11M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #2,220 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New York

Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan covers 153 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $11M.

#2,220
in Arts, Entertainment & Recreation (2,945 peers)
+7.1%
assets growth YoY

Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan vs every filed plan by assets

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

$10,920,964 Top 40% higher than 60% 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

Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match 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. Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan reported net income rose from -$3M in the plan year 2022 filing to $727K in the plan year 2023 filing.
  • Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan reported participants rose from 148 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 824603963 · Jefferson Valley Operations, Inc. PY 2023 · 401(k)

Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan · $11M · 153 · 60th

  • EBSA $11M
  • EBSA 153
  • EBSA 60th
  • EBSA 401(k)
  • EBSA near Recovery Innovations, Inc. 401(k) Plan
  • EBSA ind #2220

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 New York →

Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan in the asset neighbourhood

Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match PlanJefferson Valley Racquet & F…$11MRecovery Innovations, Inc. 401(k) PlanRecovery Innovations, Inc. 4…$11MAce Ethanol 401(k) Savings PlanAce Ethanol 401(k) Savings P…$11MMarshall Electronics, Inc. 401(k) Profit Sharing PlanMarshall Electronics, Inc. 4…$11MPremier Design & Build Group, LLC 401(k) Profit Sharing PlanPremier Design & Build Group…$11M
End-of-year total assets ($M) among Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$727K
Employer EIN824603963
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jefferson Valley Operations, Inc.)

Sponsor-wide plan assets over time

All Jefferson Valley Operations, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 15.37627600129286% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.2M $11.8M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 148 $10M
2023 1 153 $11M
2024 1 143 $12M

Nearby 401(k) Plans in New York

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

Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan, Total assets ($B): 0.010920964 · Participants: 153Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan side-by-side with 3 peers →

Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Recovery Innovations, Inc. 401(k) Plan in AZ ($11M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan assets move in 2023? ▼
Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan grew at a solid clip - up 7.1% during 2023, from $10M to $11M. Reported net income was $727K.
How have Jefferson Valley Operations, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jefferson Valley Operations, Inc.'s sponsor-wide assets grew 15.4%, from $10M to $12M.
Which 401(k) plans are similar in size to Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan? ▼
Among 401(k) plans in other states, the closest by assets is Recovery Innovations, Inc. 401(k) Plan in AZ ($11M, 896 participants).
Which 401(k) plans cover a similar participant headcount to Jefferson Valley Racquet & Fitness Club 401(k) Discretionary Match Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 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 824603963.

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.