401(k) · DOL Form 5500 · 2022

York Capital Management (US) Advisors, L.P. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
72
Participants Small participant base
89th
Percentile by assets National rank
$823,096
Avg per participant High balance/head
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Official DOL plan name: York Capital Management 401(k) Plan · Sponsored by York Capital Management (US) Advisors, L.P. · New York · Finance & Insurance

$59M in assets, 72 participants

York Capital Management (US) Advisors, L.P.'s York Capital Management 401(k) Plan reported $59M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,664 in Finance & Insurance (9,261 peers)

Where York Capital Management 401(k) Plan sits by assets

York Capital Management 401(k) Plan sits in the top quartile of all filed plans by assets, $59M for 72 participants (~$823,096/participant), down 23.1% in 2022.

#7,664
in Finance & Insurance (9,261 peers)
-23.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

York Capital Management 401(k) Plan's outsized position by total assets

York Capital Management 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$59,262,938 Top 11% higher than 89% of 139,123 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 2022

York Capital Management 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. York Capital Management 401(k) Plan is a small filing (72 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 263971819 · York Capital Management (US) Advisors, L.P. PY 2022 · 401(k)

York Capital Management 401(k) Plan · $59M · 72 · 89th

  • SCH $59M
  • EBSA 72
  • PART 89th
  • TYPE 401(k)
  • NET near Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement
  • BOOK ind #7664

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 Finance & Insurance retirement plans → · Plans in New York →

York Capital Management 401(k) Plan in the asset neighbourhood

401(k) Retirement and Savings Plan for Southwest Water Company401(k) Retirement and Saving…$59MYork Capital Management 401(k) PlanYork Capital Management 401(…$59MIda Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust AgreementIda Grove Bancshares, Inc. E…$59MAderans USA Savings & Retirement PlanAderans USA Savings & Retire…$59MMariner Savings Plan$59M
End-of-year total assets ($M) among York Capital Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$59M
Net Income-$18M
Employer EIN263971819
Plan Effective Date2012-09-29
Filing StatusFILING RECEIVED

Sponsor Plan History (York Capital Management (US) Advisors, L.P.)

Sponsor-wide plan assets over time

All York Capital Management (US) Advisors, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 17.792449037889778% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $68.6M $56.4M ▼ -17.8%
Year Plans Participants Total Assets
2022 2 122 $69M
2023 2 102 $70M
2024 2 81 $56M

Nearby 401(k) Plans in New York

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

York Capital Management 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants York Capital Management 401(k) Plan, Total assets ($B): 0.059262938 · Participants: 72York Capital Management 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
York Capital Management 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare York Capital Management 401(k) Plan side-by-side with 3 peers →

York Capital Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement in IA ($59M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did York Capital Management 401(k) Plan assets move in 2022? ▼
York Capital Management 401(k) Plan declined sharply - down 23.1% during 2022, from $77M to $59M. Reported net income was -$18M.
How have York Capital Management (US) Advisors, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), York Capital Management (US) Advisors, L.P.'s sponsor-wide assets declined 17.8%, from $69M to $56M.
Where does York Capital Management 401(k) Plan rank by assets among Form 5500 filers? ▼
York Capital Management 401(k) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to York Capital Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ida Grove Bancshares, Inc. ESOP with 401(k) Provisions and Trust Agreement in IA ($59M, 299 participants).
Which 401(k) plans cover a similar participant headcount to York Capital Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 263971819.

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.