ESOP · DOL Form 5500 · 2022

The Yaffe Companies, Incorporated ESOP

Data updated 2026-08-25

$52M
Total assets Below avg plan size
255
Participants Below avg headcount
88th
Percentile by assets National rank
$203,345
Avg per participant Above avg balance/head
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Official DOL plan name: The Yaffe Companies, Incorporated Employee Stock Ownership Plan · Sponsored by The Yaffe Companies, Incorporated · Oklahoma · Wholesale Trade

$52M in assets, 255 participants

The Yaffe Companies, Incorporated's The Yaffe Companies, Incorporated Employee Stock Ownership Plan reported $52M in total assets and 255 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,132 in Wholesale Trade (6,843 peers)

Coverage in Oklahoma

The Yaffe Companies, Incorporated Employee Stock Ownership Plan covers 255 participants in Oklahoma, about 34% of the average Oklahoma filer (state average ~760 per filing). Assets: $52M.

#6,132
in Wholesale Trade (6,843 peers)
+9.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Yaffe Companies, Incorporated Employee Stock Ownership Plan's outsized position by total assets

The Yaffe Companies, Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$51,852,981 Top 12% higher than 88% 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 Employee Stock Ownership 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 Employee Stock Ownership Plan sits mid-pack in the medium band (255 participants).

Published 5500 schedule card

Filing strip 730723136 · The Yaffe Companies, Incorporated PY 2022 · ESOP

The Yaffe Companies, Incorporated Employee Stock Ownership Plan · $52M · 255 · 88th

  • RANK $52M
  • PHOTO 255
  • IND 88th
  • EOY ESOP
  • 5500 near Avion Solutions, Inc. Employee Stock Ownership Plan
  • ASSETS ind #6132

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 What is an ESOP? → · Plans in Oklahoma →

The Yaffe Companies, Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Birkey's Employee Stock Ownership PlanBirkey's Employee Stock Owne…$52MViking Drill & Tool, Inc. Employee Stock Ownership PlanViking Drill & Tool, Inc. Em…$52MDigital Dynamics, Inc. Employee Stock Ownership PlanDigital Dynamics, Inc. Emplo…$52MThe Yaffe Companies, Incorporated Employee Stock Ownership PlanThe Yaffe Companies, Incorpo…$52MAvion Solutions, Inc. Employee Stock Ownership PlanAvion Solutions, Inc. Employ…$52M
End-of-year total assets ($M) among The Yaffe Companies, Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$52M
Net Income$5M
Employer EIN730723136
Plan Effective Date2006-01-01
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
$39M 25.31490716030386% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $51.9M $38.7M ▼ -25.3%
Year Plans Participants Total Assets
2022 1 255 $52M
2023 1 273 $47M
2024 1 280 $39M

Nearby ESOP Plans in Oklahoma

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Yaffe Companies, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0100200300400 Total assets ($M) Participants The Yaffe Companies, Incorporated Employee Stock Ownership Plan, Total assets ($M): 51.852981 · Participants: 255The Yaffe Companies, Incorporated Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 291.322334 · Participants: 1040Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 182.341963 · Participants: 54International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 154.102941 · Participants: 1249Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 135.954713 · Participants: 1676Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.864596 · Participants: 124Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
The Yaffe Companies, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare The Yaffe Companies, Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

The Yaffe Companies, Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Avion Solutions, Inc. Employee Stock Ownership Plan in AL ($52M); by covered participants it is East Boston Savings Bank Employee Stock Ownership Plan in MA (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Employee Stock Ownership Plan assets move in 2022? ▼
The Yaffe Companies, Incorporated Employee Stock Ownership Plan grew at a solid clip - up 9.7% during 2022, from $47M to $52M. Reported net income was $5M.
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 declined 25.3%, from $52M to $39M.
Where does The Yaffe Companies, Incorporated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Yaffe Companies, Incorporated Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to The Yaffe Companies, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Avion Solutions, Inc. Employee Stock Ownership Plan in AL ($52M, 209 participants).
Which ESOP plans cover a similar participant headcount to The Yaffe Companies, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is East Boston Savings Bank Employee Stock Ownership Plan in MA (255 participants, N/A 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 730723136.

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.