401(k) · DOL Form 5500 · 2022
Yorktown Partners LLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Yorktown Partners LLC 401(k) Plan · Sponsored by Yorktown Partners LLC · New York · Finance & Insurance
$20M in assets, 15 participants
Yorktown Partners LLC's Yorktown Partners LLC 401(k) Plan reported $20M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #5,898 in Finance & Insurance (9,261 peers)
Where Yorktown Partners LLC 401(k) Plan sits by assets
Yorktown Partners LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 15 participants (~$1.3M/participant), down 16.2% in 2022.
- #5,898
- in Finance & Insurance (9,261 peers)
- -16.2%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Yorktown Partners LLC 401(k) Plan's outsized position by total assets
Yorktown Partners LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,742,128 Top 23% higher than 77% 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
Yorktown Partners LLC 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. Yorktown Partners LLC 401(k) Plan is a small filing (15 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 133958089 · Yorktown Partners LLC PY 2022 · 401(k)
Yorktown Partners LLC 401(k) Plan · $20M · 15 · 77th
- TYPE $20M
- TYPE 15
- TYPE 77th
- TYPE 401(k)
- TYPE near Berkshire Grey Inc 401(k) Plan
- TYPE ind #5898
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 →
Yorktown Partners LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$4M |
| Employer EIN | 133958089 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yorktown Partners LLC)
Sponsor-wide plan assets over time
All Yorktown Partners LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 13.388774502930993% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $20M |
| 2023 | 1 | 15 | $22M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Yorktown Partners LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Berkshire Grey Inc 401(k) Plan in MA ($20M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 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.