401(k) · DOL Form 5500 · 2023
The Boat House Group 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $51,184
- Avg per participant Low balance/head
Official DOL plan name: Boat House 401(k) Plan and Trust · Sponsored by The Boat House Group · Florida · Retail Trade
$7M in assets, 143 participants
The Boat House Group's Boat House 401(k) Plan and Trust reported $7M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #5,226 in Retail Trade (8,414 peers)
Coverage in Florida
Boat House 401(k) Plan and Trust covers 143 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $7M.
- #5,226
- in Retail Trade (8,414 peers)
- +36.9%
- assets growth YoY
Boat House 401(k) Plan and Trust's mid-pack asset rank among Retail Trade and all filers
Boat House 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,319,353 Top 48% higher than 52% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Boat House 401(k) 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. Boat House 401(k) Plan and Trust sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Boat House 401(k) Plan and Trust reported net income rose from -$258K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Boat House 401(k) Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Boat House 401(k) Plan and Trust reported participants rose from 124 in the plan year 2022 filing to 143 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 800483860 · The Boat House Group PY 2023 · 401(k)
Boat House 401(k) Plan and Trust · $7M · 143 · 52nd
- VS-ST $7M
- BOY 143
- SCH 52nd
- EBSA 401(k)
- PART near Dynagrid Construction Group LLC 401(k) Profit Sharing Plan and Trust
- TYPE ind #5226
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 Florida →
Boat House 401(k) Plan and Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 800483860 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Boat House Group)
Sponsor-wide plan assets over time
All The Boat House Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 62.79931680917266% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $5M |
| 2023 | 1 | 143 | $7M |
| 2024 | 1 | 195 | $9M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Boat House 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Dynagrid Construction Group LLC 401(k) Profit Sharing Plan and Trust in TX ($7M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- Precision International Automotive Products Inc. 401 (K) Plan (NY) 143 · 0 off
- Hight Enterprises, Ltd 401(k) Savings Plan (CO) 143 · 0 off
- Energy Vault 401(k) Plan (CA) 143 · 0 off
- Corner Pantry 401(k) Plan (SC) 143 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.