ESOP · DOL Form 5500 · 2022

York International Agency Holding Co., Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
42
Participants Small participant base
79th
Percentile by assets National rank
$518,835
Avg per participant High balance/head
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Official DOL plan name: York International Agency Holding Co., Inc. Employee Stock Ownership Plan · Sponsored by York International Agency Holding Co., Inc. · New York · Finance & Insurance

$22M in assets, 42 participants

York International Agency Holding Co., Inc.'s York International Agency Holding Co., Inc. Employee Stock Ownership Plan reported $22M in total assets and 42 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,071 in Finance & Insurance (9,261 peers)

Where York International Agency Holding Co., Inc. Employee Stock Ownership Plan sits by assets

York International Agency Holding Co., Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $22M for 42 participants (~$518,835/participant), down 31.4% in 2022.

#6,071
in Finance & Insurance (9,261 peers)
-31.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

York International Agency Holding Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

York International Agency Holding Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$21,791,085 Top 21% higher than 79% 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 International Agency Holding Co., Inc. Employee Stock Ownership 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 International Agency Holding Co., Inc. Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 831093517 · York International Agency Holding Co., Inc. PY 2022 · ESOP

York International Agency Holding Co., Inc. Employee Stock Ownership Plan · $22M · 42 · 79th

  • 5500 $22M
  • ASSETS 42
  • PCT 79th
  • EIN ESOP
  • RANK near Consolidated Minerals, Inc. Employee Stock Ownership Plan
  • PHOTO ind #6071

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 What is an ESOP? → · Plans in New York →

York International Agency Holding Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Brewer Science Employee Stock Ownership PlanBrewer Science Employee Stoc…$22MYork International Agency Holding Co., Inc. Employee Stock Ownership PlanYork International Agency Ho…$22MConsolidated Minerals, Inc. Employee Stock Ownership PlanConsolidated Minerals, Inc. …$22MHawkeye Electric, Inc. Employee Stock Ownership PlanHawkeye Electric, Inc. Emplo…$22MKocolene Development Corporation Employee Stock Ownership PlanKocolene Development Corpora…$22M
End-of-year total assets ($M) among York International Agency Holding Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN831093517
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (York International Agency Holding Co., Inc.)

Sponsor-wide plan assets over time

All York International Agency Holding Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $21.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 42 $22M
2023 1 59 $22M
2024 1 59 N/A

Nearby ESOP Plans in New York

Peer ESOP plans, same state, same plan type, ranked by total assets.

York International Agency Holding Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants York International Agency Holding Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 21.791085 · Participants: 42York International Agency Holding Co., Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
York International Agency Holding Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare York International Agency Holding Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

York International Agency Holding Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Consolidated Minerals, Inc. Employee Stock Ownership Plan in FL ($22M); by covered participants it is Pappageorge Haymes Ltd. ESOP in IL (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 International Agency Holding Co., Inc. Employee Stock Ownership Plan assets move in 2022? ▼
York International Agency Holding Co., Inc. Employee Stock Ownership Plan contracted severely - down 31.4% during 2022, from $32M to $22M. Reported net income was $5M.
Where does York International Agency Holding Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
York International Agency Holding Co., Inc. Employee Stock Ownership Plan ranks in the 79th 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 ESOP plans are similar in size to York International Agency Holding Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Consolidated Minerals, Inc. Employee Stock Ownership Plan in FL ($22M, 49 participants).
Which ESOP plans cover a similar participant headcount to York International Agency Holding Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pappageorge Haymes Ltd. ESOP in IL (42 participants, $3M 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 831093517.

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.