401(k)
2022 plan-year 401(k) DOL Form 5500

The Yale Club of New York City 401(k) Plan for Non-Union Employees

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Yale Club of New York City · New York · Food Services & Accommodation

What the 2023 filing shows

The Yale Club of New York City 401(k) Plan for Non-Union Employees holds $5M for 49 participants — about $96,189 per participant, down 22.9% over the 2022 plan year.

$5M
total plan assets (2022 EOY)
49
covered participants
$96,189
avg assets per participant
-22.9%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$5M
Participants
49
State
Industry
Food Services & Accommodation

What the Filing Says About The Yale Club of New York City 401(k) Plan for Non-Union Employees

The Yale Club of New York City 401(k) Plan for Non-Union Employees is a 401(k) retirement plan sponsored by The Yale Club of New York City, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 49 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 131489775, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2022 to $5M at year-end — a decline of 22.9%. Net assets (after liabilities) closed the year at $5M, with reported net income of $-1,397,249 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$-1,397,249
Plan Type401(k)
Employer EIN131489775
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Yale Club of New York City)

Year Plans Participants Total Assets
2022 3 260 $19M
2023 3 263 $22M
2024 2 263 $19M

Nearby 401(k) Plans in New York

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Frequently Asked Questions

How much money is in the The Yale Club of New York City 401(k) Plan for Non-Union Employees?
As of the 2022 Form 5500 filing, The Yale Club of New York City 401(k) Plan for Non-Union Employees holds $5M in total assets with 49 participants. It is sponsored by The Yale Club of New York City.
What type of plan is The Yale Club of New York City 401(k) Plan for Non-Union Employees?
The Yale Club of New York City 401(k) Plan for Non-Union Employees is a 401(k) plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 131489775.
Who sponsors the The Yale Club of New York City 401(k) Plan for Non-Union Employees?
The Yale Club of New York City 401(k) Plan for Non-Union Employees is sponsored by The Yale Club of New York City, located in New York. The sponsor's EIN is 131489775 and the plan operates in the Food Services & Accommodation industry.
How did The Yale Club of New York City 401(k) Plan for Non-Union Employees perform in 2022?
The Yale Club of New York City 401(k) Plan for Non-Union Employees declined by 22.9% during 2022, moving from $6M to $5M in total assets. Net income was $-1,397,249.
Where can I find official filings for The Yale Club of New York City 401(k) Plan for Non-Union Employees?
Official Form 5500 filings for The Yale Club of New York City 401(k) Plan for Non-Union Employees are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131489775 or plan name at efast.dol.gov.
How does The Yale Club of New York City 401(k) Plan for Non-Union Employees compare to other plans?
You can compare The Yale Club of New York City 401(k) Plan for Non-Union Employees against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 131489775.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.