401(k) · DOL Form 5500 · 2022

The Yaffe Companies, Incorporated 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
260
Participants Below avg headcount
69th
Percentile by assets National rank
$47,419
Avg per participant Low balance/head
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Official DOL plan name: The Yaffe Companies Incorporated 401(k) Plan · Sponsored by The Yaffe Companies, Incorporated · Oklahoma · Wholesale Trade

$12M in assets, 260 participants

The Yaffe Companies, Incorporated's The Yaffe Companies Incorporated 401(k) Plan reported $12M in total assets and 260 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,318 in Wholesale Trade (6,843 peers)

Coverage in Oklahoma

The Yaffe Companies Incorporated 401(k) Plan covers 260 participants in Oklahoma, about 34% of the average Oklahoma filer (state average ~760 per filing). Assets: $12M.

#4,318
in Wholesale Trade (6,843 peers)
-20.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Yaffe Companies Incorporated 401(k) Plan's outsized position by total assets

The Yaffe Companies Incorporated 401(k) Plan vs every filed plan by assets

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

$12,329,009 Top 31% higher than 69% 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

The Yaffe Companies Incorporated 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Yaffe Companies Incorporated 401(k) Plan sits mid-pack in the medium band (260 participants).

Form 5500 schedule snapshot

Filing strip 731535466 · The Yaffe Companies, Incorporated PY 2022 · 401(k)

The Yaffe Companies Incorporated 401(k) Plan · $12M · 260 · 69th

  • 5500 $12M
  • ASSETS 260
  • PCT 69th
  • EIN 401(k)
  • RANK near Bergstrom Electric, Inc. 401(k) Plan
  • PHOTO ind #4318

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 Wholesale Trade retirement plans → · Plans in Oklahoma →

The Yaffe Companies Incorporated 401(k) Plan in the asset neighbourhood

The Yaffe Companies Incorporated 401(k) PlanThe Yaffe Companies Incorpor…$12MBergstrom Electric, Inc. 401(k) PlanBergstrom Electric, Inc. 401…$12MSharon Young, Inc. 401(k) Profit Sharing PlanSharon Young, Inc. 401(k) Pr…$12MNeville Rodie & Shaw Inc 401(k) Profit Sharing Plan & TrustNeville Rodie & Shaw Inc 401…$12MGolding Barge Line, Inc. 401(k) PlanGolding Barge Line, Inc. 401…$12M
End-of-year total assets ($M) among The Yaffe Companies Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN731535466
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Yaffe Companies, Incorporated)

Sponsor-wide plan assets over time

All The Yaffe Companies, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$19M 50.08381452231887% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.3M $18.5M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 260 $12M
2023 1 279 $15M
2024 1 275 $19M

Nearby 401(k) Plans in Oklahoma

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

The Yaffe Companies Incorporated 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants The Yaffe Companies Incorporated 401(k) Plan, Total assets ($B): 0.012329009 · Participants: 260The Yaffe Companies Incorporated 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
The Yaffe Companies Incorporated 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare The Yaffe Companies Incorporated 401(k) Plan side-by-side with 3 peers →

The Yaffe Companies Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Bergstrom Electric, Inc. 401(k) Plan in ND ($12M); by covered participants it is Sk Life Science, Inc. 401(k) Profit Sharing Plan & Trust in NJ (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 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 The Yaffe Companies Incorporated 401(k) Plan assets move in 2022? ▼
The Yaffe Companies Incorporated 401(k) Plan declined sharply - down 20.6% during 2022, from $16M to $12M. Reported net income was -$3M.
How have The Yaffe Companies, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Yaffe Companies, Incorporated's sponsor-wide assets grew 50.1%, from $12M to $19M.
Which 401(k) plans are similar in size to The Yaffe Companies Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bergstrom Electric, Inc. 401(k) Plan in ND ($12M, 131 participants).
Which 401(k) plans cover a similar participant headcount to The Yaffe Companies Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sk Life Science, Inc. 401(k) Profit Sharing Plan & Trust in NJ (260 participants, $30M 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 731535466.

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.