Defined Benefit (Pension) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$9M
Total assets Small plan by assets
50
Participants Small participant base
63rd
Percentile by assets National rank
$185,742
Avg per participant Above avg balance/head
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Official DOL plan name: York Capital Management Cash Balance Plan and Trust · Sponsored by York Capital Management (US) Advisors, L.P. · New York · Finance & Insurance

$9M in assets, 50 participants

York Capital Management (US) Advisors, L.P.'s York Capital Management Cash Balance Plan and Trust reported $9M in total assets and 50 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,333 in Finance & Insurance (9,261 peers)

York Capital Management (US) Advisors, L.P. multi-year trail

York Capital Management (US) Advisors, L.P.'s plans moved -17.8% in assets from 2022 to 2024; this filing shows York Capital Management Cash Balance Plan and Trust at $9M / 50 participants.

#4,333
in Finance & Insurance (9,261 peers)
-16.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

York Capital Management Cash Balance Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

York Capital Management Cash Balance Plan and Trust vs every filed plan by assets

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

$9,287,108 Top 37% higher than 63% 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 Cash Balance Plan and Trust 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 Cash Balance Plan and Trust is a small filing (50 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 263971819 · York Capital Management (US) Advisors, L.P. PY 2022 · Defined Benefit (Pension)

York Capital Management Cash Balance Plan and Trust · $9M · 50 · 63rd

  • 5500 $9M
  • 5500 50
  • 5500 63rd
  • 5500 Defined Benefit (Pension)
  • 5500 near American Packaging Corporation Pension Retirement Plan
  • 5500 ind #4333

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 Cash Balance Plan and Trust in the asset neighbourhood

York Capital Management Cash Balance Plan and TrustYork Capital Management Cash…$9MAmerican Packaging Corporation Pension Retirement PlanAmerican Packaging Corporati…$9MAmetek, Inc. Monthly Formula Pension PlanAmetek, Inc. Monthly Formula…$9MEmpl Benefit Plan of Goodwill Ind of Dallas, Inc.Empl Benefit Plan of Goodwil…$9MRetirement Plan for Hourly Employees Lehigh Cement Company LPRetirement Plan for Hourly E…$9M
End-of-year total assets ($M) among York Capital Management Cash Balance Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

York Capital Management (US) Advisors, L.P. multi-year asset trail

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

York Capital Management (US) Advisors, L.P. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN263971819
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

York Capital Management Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants York Capital Management Cash Balance Plan and Trust, Total assets ($B): 0.009287108 · Participants: 50York Capital Management Cash Balance Plan and TrustIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
York Capital Management Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare York Capital Management Cash Balance Plan and Trust side-by-side with 3 peers →

York Capital Management Cash Balance Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is American Packaging Corporation Pension Retirement Plan in WI ($9M); by covered participants it is Stanadyne LLC Pension Plan in NC (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Cash Balance Plan and Trust assets move in 2022? ▼
York Capital Management Cash Balance Plan and Trust declined sharply - down 16.7% during 2022, from $11M to $9M. Reported net income was -$2M.
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.
Which Defined Benefit (Pension) plans are similar in size to York Capital Management Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Packaging Corporation Pension Retirement Plan in WI ($9M, 50 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to York Capital Management Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Stanadyne LLC Pension Plan in NC (50 participants, $75M 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.