ESOP · DOL Form 5500 · 2022
York International Agency Holding Co., Inc. ESOP
Data updated 2026-08-11
- $22M
- Total assets
- 42
- Participants
- 79th
- Percentile by assets
- $518,835
- Avg per participant
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.
- 79th percentile by assets (of 139,126 plans)
- #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.
- $22M
- total plan assets (2022 EOY)
- 42
- covered participants
- 79th
- percentile by assets (of 139,126 plans)
- $518,835
- avg assets per participant
Where York International Agency Holding Co., Inc. Employee Stock Ownership Plan sits 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
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 vs the 2022 asset distribution
By assets, York International Agency Holding Co., Inc. Employee Stock Ownership Plan outranks 79% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $5M |
| Employer EIN | 831093517 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (York International Agency Holding Co., Inc.)
| 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
- Stewart's Shops Corp Employee Stock Ownership Plan $782M · 3,443
- Lewis Tree Service Employee Stock Ownership Plan $384M · 3,307
- H.C. Wainwright & Co. Employee Stock Ownership Plan $293M · 118
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $207M · 1,611
- Griffon Corporation Employee Stock Ownership Plan $184M · 3,775
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to York International Agency Holding Co., Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on York International Agency Holding Co., Inc. Employee Stock Ownership Plan's numbers.
- By total assets, York International Agency Holding Co., Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans