401(k) · DOL Form 5500 · 2024

The Boat House Group 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
195
Participants Below avg headcount
53rd
Percentile by assets National rank
$44,638
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Boat House 401(k) Plan and Trust · Sponsored by The Boat House Group · Florida · Retail Trade

$9M in assets, 195 participants

The Boat House Group's Boat House 401(k) Plan and Trust reported $9M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,086 in Retail Trade (8,048 peers)

Coverage in Florida

Boat House 401(k) Plan and Trust covers 195 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $9M.

#5,086
in Retail Trade (8,048 peers)
+18.9%
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 2024 · DOL Form 5500

$8,704,352 Top 47% higher than 53% 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

Boat House 401(k) 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. Boat House 401(k) Plan and Trust sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Boat House 401(k) Plan and Trust reported participants rose from 143 in the plan year 2023 filing to 195 in the plan year 2024 filing.
  • Boat House 401(k) Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Boat House 401(k) Plan and Trust end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 800483860 · The Boat House Group PY 2024 · 401(k)

Boat House 401(k) Plan and Trust · $9M · 195 · 53rd

  • IND $9M
  • IND 195
  • IND 53rd
  • IND 401(k)
  • IND near Guy M. Turner, Inc. 401(k) Retirement Plan
  • IND ind #5086

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

Kern Steel Fabrication, Inc. 401(k) Profit Sharing Plan and TrustKern Steel Fabrication, Inc.…$9MBoat House 401(k) Plan and TrustBoat House 401(k) Plan and T…$9MGuy M. Turner, Inc. 401(k) Retirement PlanGuy M. Turner, Inc. 401(k) R…$9MPark Place Partners, Inc. Profit Sharing PlanPark Place Partners, Inc. Pr…$9MGroup Industries, LLC 401(k) Profit Sharing PlanGroup Industries, LLC 401(k)…$9M
End-of-year total assets ($M) among Boat House 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN800483860
Plan Effective Date2011-01-01
Filing StatusFILING 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
$4M$6M$8M$10M 202220232024 $5.35M $8.7M ▲ +62.6%
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.

Boat House 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Boat House 401(k) Plan and Trust, Total assets ($B): 0.008704352 · Participants: 195Boat House 401(k) Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Boat House 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Boat House 401(k) Plan and Trust side-by-side with 3 peers →

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 Guy M. Turner, Inc. 401(k) Retirement Plan in NC ($9M); by covered participants it is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Boat House 401(k) Plan and Trust assets move in 2024? ▼
Boat House 401(k) Plan and Trust grew sharply - up 18.9% during 2024, from $7M to $9M. Reported net income was $1M.
How have The Boat House Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Boat House Group's sponsor-wide assets grew 62.8%, from $5M to $9M.
Which 401(k) plans are similar in size to Boat House 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Guy M. Turner, Inc. 401(k) Retirement Plan in NC ($9M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Boat House 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 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 800483860.

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.