401(k) · DOL Form 5500 · 2024

Yankee Leisure Group 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
150
Participants Small participant base
49th
Percentile by assets National rank
$48,515
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Yankee Leisure Group 401(k) Plan · Sponsored by Yankee Leisure Group · Massachusetts · Wholesale Trade

$7M in assets, 150 participants

Yankee Leisure Group's Yankee Leisure Group 401(k) Plan reported $7M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,362 in Wholesale Trade (6,080 peers)

Coverage in Massachusetts

Yankee Leisure Group 401(k) Plan covers 150 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.

#2,362
in Wholesale Trade (6,080 peers)
+25.0%
assets growth YoY

Yankee Leisure Group 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Yankee Leisure Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,277,197 49th percentile higher than 49% 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

Yankee Leisure Group 401(k) Plan 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. Yankee Leisure Group 401(k) Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Yankee Leisure Group 401(k) Plan reported participants rose from 107 in the plan year 2023 filing to 150 in the plan year 2024 filing.
  • Yankee Leisure Group 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Yankee Leisure Group 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042604213 · Yankee Leisure Group PY 2024 · 401(k)

Yankee Leisure Group 401(k) Plan · $7M · 150 · 49th

  • 5500 $7M
  • ASSETS 150
  • PCT 49th
  • EIN 401(k)
  • RANK near Nauto 401(k) Plan
  • PHOTO ind #2362

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Yankee Leisure Group 401(k) Plan in the asset neighbourhood

Yankee Leisure Group 401(k) PlanYankee Leisure Group 401(k) …$7MNauto 401(k) Plan$7MComplete Care Community Health Center, Inc. Retirement PlanComplete Care Community Heal…$7MUnified Screening & Crushing-Mn, Inc 401(k) Profit Sharing PlanUnified Screening & Crushing…$7MThe Ward Law Firm, P.a. Profit Sharing 401(k) PlanThe Ward Law Firm, P.a. Prof…$7M
End-of-year total assets ($M) among Yankee Leisure Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN042604213
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yankee Leisure Group)

Sponsor-wide plan assets over time

All Yankee Leisure Group plans reported in each filing year

Latest sponsor-wide plan assets
$7M 73.53979646052309% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.19M $7.28M ▲ +73.7%
Year Plans Participants Total Assets
2022 1 71 $4M
2023 1 107 $6M
2024 1 150 $7M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Yankee Leisure Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Yankee Leisure Group 401(k) Plan, Total assets ($B): 0.007277197 · Participants: 150Yankee Leisure Group 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
Yankee Leisure Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Yankee Leisure Group 401(k) Plan side-by-side with 3 peers →

Yankee Leisure Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Nauto 401(k) Plan in CA ($7M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Yankee Leisure Group 401(k) Plan assets move in 2024? ▼
Yankee Leisure Group 401(k) Plan grew sharply - up 25.0% during 2024, from $6M to $7M. Reported net income was $1M.
How have Yankee Leisure Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yankee Leisure Group's sponsor-wide assets grew 73.5%, from $4M to $7M.
Which 401(k) plans are similar in size to Yankee Leisure Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nauto 401(k) Plan in CA ($7M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Yankee Leisure Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Custom Companies Retirement Savings Plan in IL (150 participants, $15M 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 042604213.

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.