401(k) · DOL Form 5500 · 2024

Edgartown Yacht Club, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
11
Participants Small participant base
34th
Percentile by assets National rank
$276,488
Avg per participant High balance/head
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Official DOL plan name: Edgartown Yacht Club Profit Sharing Plan · Sponsored by Edgartown Yacht Club, Inc. · Massachusetts · Arts, Entertainment & Recreation

$3M in assets, 11 participants

Edgartown Yacht Club, Inc.'s Edgartown Yacht Club Profit Sharing Plan reported $3M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,674 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Edgartown Yacht Club Profit Sharing Plan ranks #1,674 of 2,921 2024 filers by assets (913% of the sector average)-$3M for 11 participants.

#1,674
in Arts, Entertainment & Recreation (2,921 peers)
+22.4%
assets growth YoY

Edgartown Yacht Club Profit Sharing Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Edgartown Yacht Club Profit Sharing Plan vs every filed plan by assets

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

$3,041,371 34th percentile higher than 34% 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

Edgartown Yacht Club Profit Sharing 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. Edgartown Yacht Club Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edgartown Yacht Club Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Edgartown Yacht Club Profit Sharing Plan reported net income fell from $706K in the plan year 2023 filing to $557K in the plan year 2024 filing.
  • Edgartown Yacht Club Profit Sharing Plan reported participants rose from 10 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 041278322 · Edgartown Yacht Club, Inc. PY 2024 · 401(k)

Edgartown Yacht Club Profit Sharing Plan · $3M · 11 · 34th

  • BOOK $3M
  • VS-ST 11
  • BOY 34th
  • SCH 401(k)
  • EBSA near Center for Transforming Lives 401(k) Plan
  • PART ind #1674

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 Arts, Entertainment & Recreation retirement plans → · Plans in Massachusetts →

Edgartown Yacht Club Profit Sharing Plan in the asset neighbourhood

Edgartown Yacht Club Profit Sharing PlanEdgartown Yacht Club Profit …$3MCenter for Transforming Lives 401(k) PlanCenter for Transforming Live…$3MMaarten Broess Dds Dmsc Dmd PC 401(k) Profit Sharing Plan & TrustMaarten Broess Dds Dmsc Dmd …$3MMetropolitan Golf Group, LLC 401(k) Ps Plan and TrustMetropolitan Golf Group, LLC…$3MZoetek Medical 401(k) Plan$3M
End-of-year total assets ($M) among Edgartown Yacht Club Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$557K
Employer EIN041278322
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edgartown Yacht Club, Inc.)

Sponsor-wide plan assets over time

All Edgartown Yacht Club, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 71.05102277833738% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.78M $3.04M ▲ +70.8%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 10 $2M
2024 1 11 $3M

Nearby 401(k) Plans in Massachusetts

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

Edgartown Yacht Club Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Edgartown Yacht Club Profit Sharing Plan, Total assets ($B): 0.003041371 · Participants: 11Edgartown Yacht Club Profit Sharing 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
Edgartown Yacht Club Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Edgartown Yacht Club Profit Sharing Plan side-by-side with 3 peers →

Edgartown Yacht Club Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Center for Transforming Lives 401(k) Plan in TX ($3M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Edgartown Yacht Club Profit Sharing Plan assets move in 2024? ▼
Edgartown Yacht Club Profit Sharing Plan grew sharply - up 22.4% during 2024, from $2M to $3M. Reported net income was $557K.
How have Edgartown Yacht Club, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edgartown Yacht Club, Inc.'s sponsor-wide assets grew 71.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Edgartown Yacht Club Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Center for Transforming Lives 401(k) Plan in TX ($3M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Edgartown Yacht Club Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 041278322.

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.