401(k) · DOL Form 5500 · 2024

Yottaa, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
84
Participants Small participant base
45th
Percentile by assets National rank
$69,876
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Yottaa 401(k) Plan · Sponsored by Yottaa, Inc. · Massachusetts · Information & Media

$6M in assets, 84 participants

Yottaa, Inc.'s Yottaa 401(k) Plan reported $6M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #805 in Information & Media (2,822 peers)

2024 asset change

Yottaa 401(k) Plan grew at a solid clip 8.8% in 2024 ($5M → $6M) for 84 participants.

#805
in Information & Media (2,822 peers)
+8.8%
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 2024 · DOL Form 5500

$5,869,580 45th percentile higher than 45% of 123,620 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 2024

Yottaa 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yottaa 401(k) Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Yottaa 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $474K in the plan year 2024 filing.
  • Yottaa 401(k) Plan reported participants fell from 118 in the plan year 2023 filing to 84 in the plan year 2024 filing.
  • Yottaa 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 264723506 · Yottaa, Inc. PY 2024 · 401(k)

Yottaa 401(k) Plan · $6M · 84 · 45th

  • EOY $6M
  • 5500 84
  • ASSETS 45th
  • PCT 401(k)
  • EIN near George Washington Memorial Park Profit Sharing 401(k) Plan
  • RANK ind #805

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$6MGeorge Washington Memorial Park Profit Sharing 401(k) PlanGeorge Washington Memorial P…$6MFntech 401(k) Profit Sharing PlanFntech 401(k) Profit Sharing…$6MCustom Profile, LLC 401(k) Profit Sharing PlanCustom Profile, LLC 401(k) P…$6MTgs Holdings, LLC 401(k) Plan$6M
End-of-year total assets ($M) among Yottaa 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Yottaa, Inc. years around the 2024 move

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

2024 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$474K
Employer EIN264723506
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

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): 0.00586958 · Participants: 84Yottaa 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
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 George Washington Memorial Park Profit Sharing 401(k) Plan in NJ ($6M); by covered participants it is Sentrillion Savings Investment Plan in AZ (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Yottaa 401(k) Plan grew at a solid clip - up 8.8% during 2024, from $5M to $6M. Reported net income was $474K.
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 George Washington Memorial Park Profit Sharing 401(k) Plan in NJ ($6M, 28 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 Sentrillion Savings Investment Plan in AZ (84 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.