401(k) · DOL Form 5500 · 2023

York Capital Management (US) Advisors, L.P. 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
60
Participants Small participant base
87th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: York Capital Management 401(k) Plan · Sponsored by York Capital Management (US) Advisors, L.P. · New York · Finance & Insurance

$60M in assets, 60 participants

York Capital Management (US) Advisors, L.P.'s York Capital Management 401(k) Plan reported $60M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,149 in Finance & Insurance (8,869 peers)

Where York Capital Management 401(k) Plan sits by assets

York Capital Management 401(k) Plan sits in the top quartile of all filed plans by assets, $60M for 60 participants (~$1.0M/participant), up 1.6% in 2023.

#7,149
in Finance & Insurance (8,869 peers)
+1.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

York Capital Management 401(k) Plan's outsized position by total assets

York Capital Management 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$60,216,772 Top 13% higher than 87% of 127,068 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 2023

York Capital Management 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. York Capital Management 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • York Capital Management 401(k) Plan reported net income rose from -$18M in the plan year 2022 filing to $954K in the plan year 2023 filing.
  • York Capital Management 401(k) Plan reported participants fell from 72 in the plan year 2022 filing to 60 in the plan year 2023 filing.
  • York Capital Management 401(k) Plan end-of-year assets rose from $59M in the plan year 2022 filing to $60M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 263971819 · York Capital Management (US) Advisors, L.P. PY 2023 · 401(k)

York Capital Management 401(k) Plan · $60M · 60 · 87th

  • VS-ST $60M
  • BOY 60
  • SCH 87th
  • EBSA 401(k)
  • PART near Advisors Excel, LLC 401(k) P/S Plan
  • TYPE ind #7149

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 401(k) Plan in the asset neighbourhood

York Capital Management 401(k) PlanYork Capital Management 401(…$60MAdvisors Excel, LLC 401(k) P/S PlanAdvisors Excel, LLC 401(k) P…$60MWheaton Eye Clinic, Ltd. 401(k) Profit Sharing PlanWheaton Eye Clinic, Ltd. 401…$60MEmpire Today, LLC 401(k) Profit Sharing PlanEmpire Today, LLC 401(k) Pro…$60MDelinea Inc. 401(k) Plan$60M
End-of-year total assets ($M) among York Capital Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$60M
Net Income$954K
Employer EIN263971819
Plan Effective Date2012-09-29
Filing StatusFILING RECEIVED

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

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

Nearby 401(k) Plans in New York

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

York Capital Management 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants York Capital Management 401(k) Plan, Total assets ($B): 0.060216772 · Participants: 60York Capital Management 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
York Capital Management 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare York Capital Management 401(k) Plan side-by-side with 3 peers →

York Capital Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Advisors Excel, LLC 401(k) P/S Plan in KS ($60M); by covered participants it is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did York Capital Management 401(k) Plan assets move in 2023? ▼
York Capital Management 401(k) Plan edged up modestly - up 1.6% during 2023, from $59M to $60M. Reported net income was $954K.
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.
Where does York Capital Management 401(k) Plan rank by assets among Form 5500 filers? ▼
York Capital Management 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to York Capital Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advisors Excel, LLC 401(k) P/S Plan in KS ($60M, 872 participants).
Which 401(k) plans cover a similar participant headcount to York Capital Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.