401(k) · DOL Form 5500 · 2024

Yale Appliance 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
197
Participants Below avg headcount
72nd
Percentile by assets National rank
$114,274
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

$23M in assets, 197 participants

Yale Appliance's Yale Appliance 401(k) Profit Sharing Plan and Trust reported $23M in total assets and 197 participants in its 2024 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.

  • #6,639 in Retail Trade (8,048 peers)

Coverage in Massachusetts

Yale Appliance 401(k) Profit Sharing Plan and Trust covers 197 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $23M.

#6,639
in Retail Trade (8,048 peers)
+17.9%
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 2024 · DOL Form 5500

$22,511,934 Top 28% higher than 72% 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

Yale Appliance 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 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 (197 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Yale Appliance 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Yale Appliance 401(k) Profit Sharing Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042457546 · Yale Appliance PY 2024 · 401(k)

Yale Appliance 401(k) Profit Sharing Plan and Trust · $23M · 197 · 72nd

  • PART $23M
  • TYPE 197
  • NET 72nd
  • BOOK 401(k)
  • VS-ST near Republic Refrigeration, Inc. 401(k) Profit Sharing Plan
  • BOY ind #6639

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…$23MRepublic Refrigeration, Inc. 401(k) Profit Sharing PlanRepublic Refrigeration, Inc.…$23MCawley Gillespie & Associates, Inc. Employee Profit Sharing PlanCawley Gillespie & Associate…$23MKemmerer Operations 401(k) PlanKemmerer Operations 401(k) P…$23MMorgan-Keller, Inc. 401(k) PlanMorgan-Keller, Inc. 401(k) P…$23M
End-of-year total assets ($M) among Yale Appliance 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$3M
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): 0.022511934 · Participants: 197Yale Appliance 401(k) Profit Sharing Plan and TrustFidelity 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
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 Republic Refrigeration, Inc. 401(k) Profit Sharing Plan in NC ($23M); by covered participants it is Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan in OH (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Yale Appliance 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Yale Appliance 401(k) Profit Sharing Plan and Trust grew sharply - up 17.9% during 2024, from $19M to $23M. Reported net income was $3M.
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 Republic Refrigeration, Inc. 401(k) Profit Sharing Plan in NC ($23M, 441 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 Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan in OH (197 participants, $17M 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 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.