ESOP · DOL Form 5500 · 2023

The Yaffe Companies, Incorporated ESOP

Data updated 2026-08-25

$47M
Total assets Below avg plan size
273
Participants Below avg headcount
85th
Percentile by assets National rank
$171,439
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

$47M in assets, 273 participants

The Yaffe Companies, Incorporated's The Yaffe Companies, Incorporated Employee Stock Ownership Plan reported $47M in total assets and 273 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,422 in Wholesale Trade (6,309 peers)

Coverage in Oklahoma

The Yaffe Companies, Incorporated Employee Stock Ownership Plan covers 273 participants in Oklahoma, about 36% of the average Oklahoma filer (state average ~760 per filing). Assets: $47M.

#5,422
in Wholesale Trade (6,309 peers)
-9.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2023 · DOL Form 5500

$46,802,752 Top 15% higher than 85% 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

The Yaffe Companies, Incorporated Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 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 (273 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Yaffe Companies, Incorporated Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
  • The Yaffe Companies, Incorporated Employee Stock Ownership Plan end-of-year assets fell from $52M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • The Yaffe Companies, Incorporated Employee Stock Ownership Plan reported participants rose from 255 in the plan year 2022 filing to 273 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 730723136 · The Yaffe Companies, Incorporated PY 2023 · ESOP

The Yaffe Companies, Incorporated Employee Stock Ownership Plan · $47M · 273 · 85th

  • PHOTO $47M
  • IND 273
  • EOY 85th
  • 5500 ESOP
  • ASSETS near Chillco, Inc. Employee Stock Ownership Plan
  • PCT ind #5422

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

Employee Stock Ownership Plan and Trust of Standard Motor Products, Inc.Employee Stock Ownership Pla…$47MXfmrs, Inc. Employees' Stock Ownership PlanXfmrs, Inc. Employees' Stock…$47MTmf Group Holdings, Inc. Employee Stock Ownership PlanTmf Group Holdings, Inc. Emp…$47MThe Yaffe Companies, Incorporated Employee Stock Ownership PlanThe Yaffe Companies, Incorpo…$47MChillco, Inc. Employee Stock Ownership PlanChillco, Inc. Employee Stock…$47M
End-of-year total assets ($M) among The Yaffe Companies, Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$47M
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): 46.802752 · Participants: 273The Yaffe Companies, Incorporated Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 310.564256 · Participants: 1300Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 232.047343 · Participants: 62International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 155.427941 · Participants: 1305Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 147.218916 · Participants: 1631Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.222563 · Participants: 132Aberdeen 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 Chillco, Inc. Employee Stock Ownership Plan in LA ($47M); by covered participants it is Aptura Employee Stock Ownership Plan in IN (273 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (273 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 The Yaffe Companies, Incorporated Employee Stock Ownership Plan assets move in 2023? ▼
The Yaffe Companies, Incorporated Employee Stock Ownership Plan pulled back noticeably - down 9.7% during 2023, from $52M to $47M. 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 85th 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 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 Chillco, Inc. Employee Stock Ownership Plan in LA ($47M, 78 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 Aptura Employee Stock Ownership Plan in IN (273 participants, $35M 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 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.