401(k) · DOL Form 5500 · 2023
Bay Ship and Yacht Company 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 407
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $75,171
- Avg per participant Below avg balance/head
Official DOL plan name: Bay Ship & Yacht Company 401(k) Profit Sharing Plan · Sponsored by Bay Ship and Yacht Company · California · Transportation & Warehousing
$31M in assets, 407 participants
Bay Ship and Yacht Company's Bay Ship & Yacht Company 401(k) Profit Sharing Plan reported $31M in total assets and 407 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #2,634 in Transportation & Warehousing (3,362 peers)
Where Bay Ship & Yacht Company 401(k) Profit Sharing Plan sits by assets
Bay Ship & Yacht Company 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $31M for 407 participants (~$75,171/participant), up 19.9% in 2023.
- #2,634
- in Transportation & Warehousing (3,362 peers)
- +19.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Bay Ship & Yacht Company 401(k) Profit Sharing Plan's outsized position by total assets
Bay Ship & Yacht Company 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,594,432 Top 21% higher than 79% 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
Bay Ship & Yacht Company 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. Bay Ship & Yacht Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (407 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bay Ship & Yacht Company 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Bay Ship & Yacht Company 401(k) Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Bay Ship & Yacht Company 401(k) Profit Sharing Plan reported participants rose from 371 in the plan year 2022 filing to 407 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 943129531 · Bay Ship and Yacht Company PY 2023 · 401(k)
Bay Ship & Yacht Company 401(k) Profit Sharing Plan · $31M · 407 · 79th
- EBSA $31M
- PART 407
- TYPE 79th
- NET 401(k)
- BOOK near Western Nephrology and Metabolic Bone Disease, P.C. Employee Profit-Sharing Plan and Trust
- VS-ST ind #2634
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 Transportation & Warehousing retirement plans → · Plans in California →
Bay Ship & Yacht Company 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $5M |
| Employer EIN | 943129531 |
| Plan Effective Date | 1993-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bay Ship and Yacht Company)
Sponsor-wide plan assets over time
All Bay Ship and Yacht Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 42.49568372388547% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 371 | $26M |
| 2023 | 2 | 614 | $32M |
| 2024 | 2 | 651 | $36M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Bay Ship & Yacht Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Western Nephrology and Metabolic Bone Disease, P.C. Employee Profit-Sharing Plan and Trust in CO ($31M); by covered participants it is Ross Aviation Retirement Savings Plan in CO (407 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Western Nephrology and Metabolic Bone Disease, P.C. Employee Profit-Sharing Plan and Trust (CO) $31M · 92
- Newkirk Electric Associates, Inc. 401(k) Profit-Sharing Plan (MI) $31M · 127
- General American Investors Company, Inc. Employees' Thrift Plan (NY) $31M · 13
- Lower LLC 401(k) Retirement Plan (MD) $31M · 1,044
Similar participant headcount
Nearest other-state filings by covered participants (407 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.