401(k)
2024 plan-year 401(k) DOL Form 5500

Jefferson Valley Racquet & Fitness Club 401(k)

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Jefferson Valley Operations, Inc. · New York · Arts, Entertainment & Recreation

What the 2023 filing shows

Jefferson Valley Racquet & Fitness Club 401(k) holds $12M for 143 participants — about $82,252 per participant, up 7.7% over the 2024 plan year.

$12M
total plan assets (2024 EOY)
143
covered participants
$82,252
avg assets per participant
+7.7%
assets growth YoY
Total Assets (2023)
$12M
Participants
143
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About Jefferson Valley Racquet & Fitness Club 401(k)

Jefferson Valley Racquet & Fitness Club 401(k) is a 401(k) retirement plan sponsored by Jefferson Valley Operations, Inc., headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 143 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 824603963, and the plan has been effective since 1992-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2024 to $12M at year-end — a gain of 7.7%. Net assets (after liabilities) closed the year at $12M, with reported net income of $841K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$841K
Plan Type401(k)
Employer EIN824603963
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jefferson Valley Operations, Inc.)

Year Plans Participants Total Assets
2022 1 148 $10M
2023 1 153 $11M
2024 1 143 $12M

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Frequently Asked Questions

How much money is in the Jefferson Valley Racquet & Fitness Club 401(k)?
As of the 2024 Form 5500 filing, Jefferson Valley Racquet & Fitness Club 401(k) holds $12M in total assets with 143 participants. It is sponsored by Jefferson Valley Operations, Inc..
What type of plan is Jefferson Valley Racquet & Fitness Club 401(k)?
Jefferson Valley Racquet & Fitness Club 401(k) is a 401(k) plan. It has been effective since 1992-01-01. The plan is filed with the U.S. Department of Labor under EIN 824603963.
Who sponsors the Jefferson Valley Racquet & Fitness Club 401(k)?
Jefferson Valley Racquet & Fitness Club 401(k) is sponsored by Jefferson Valley Operations, Inc., located in New York. The sponsor's EIN is 824603963 and the plan operates in the Arts, Entertainment & Recreation industry.
How did Jefferson Valley Racquet & Fitness Club 401(k) perform in 2024?
Jefferson Valley Racquet & Fitness Club 401(k) grew by 7.7% during 2024, moving from $11M to $12M in total assets. Net income was $841K.
Where can I find official filings for Jefferson Valley Racquet & Fitness Club 401(k)?
Official Form 5500 filings for Jefferson Valley Racquet & Fitness Club 401(k) are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 824603963 or plan name at efast.dol.gov.
How does Jefferson Valley Racquet & Fitness Club 401(k) compare to other plans?
You can compare Jefferson Valley Racquet & Fitness Club 401(k) against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 824603963.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.