How big is YO YO MA's plan?

YO YO MA's plan reported $14.0M in assets and 6 participants for 2024.

Original filing (PDF)20251006085729NAL0003176945001

YO YO MA

Name: YO YO MA — YO YO MA Retirement Trust, Form 5500 (2024)
Creator: YO YO MA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

YO YO MA Retirement Trust

Defined-contribution retirement plan · YO YO MA's YO YO MA Retirement Trust held $14.0M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.0M

Net assets (EOY)

$14.0M

People on this filing

Nancy Gardiner signed YO YO MA's 2024 Form 5500 as plan administrator.

Nancy Gardiner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

YO YO MA's EIN is 22-2688665.

EIN 22-2688665

Plan number 002

Plan year 2024

ACK ID 20251006085729NAL0003176945001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for YO YO MA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

YO YO MA's plan includes profit-sharing.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

YO YO MA

EIN

all filings

Address

54 HIGHLAND STREET · CAMBRIDGE, MA · 02138

Phone

(617) 492-6318

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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