401(k) · DOL Form 5500 · 2023

The Yaffe Companies, Incorporated 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
279
Participants Below avg headcount
67th
Percentile by assets National rank
$52,628
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

$15M in assets, 279 participants

The Yaffe Companies, Incorporated's The Yaffe Companies Incorporated 401(k) Plan reported $15M in total assets and 279 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,856 in Wholesale Trade (6,309 peers)

Coverage in Oklahoma

The Yaffe Companies Incorporated 401(k) Plan covers 279 participants in Oklahoma, about 37% of the average Oklahoma filer (state average ~760 per filing). Assets: $15M.

#3,856
in Wholesale Trade (6,309 peers)
+19.1%
assets growth YoY

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 2023 · DOL Form 5500

$14,683,336 Top 33% higher than 67% 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 401(k) 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 401(k) Plan sits mid-pack in the medium band (279 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Yaffe Companies Incorporated 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Yaffe Companies Incorporated 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • The Yaffe Companies Incorporated 401(k) Plan reported participants rose from 260 in the plan year 2022 filing to 279 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 731535466 · The Yaffe Companies, Incorporated PY 2023 · 401(k)

The Yaffe Companies Incorporated 401(k) Plan · $15M · 279 · 67th

  • NET $15M
  • NET 279
  • NET 67th
  • NET 401(k)
  • NET near Mcg Architects 401(k) Plan
  • NET ind #3856

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

Grand Island Express, Inc. 401(k) Profit Sharing PlanGrand Island Express, Inc. 4…$15MMotor Truck Equipment Co. 401(k) PlanMotor Truck Equipment Co. 40…$15MThe Yaffe Companies Incorporated 401(k) PlanThe Yaffe Companies Incorpor…$15MMcg Architects 401(k) Plan$15MGbl Systems Corporation 401(k) PlanGbl Systems Corporation 401(…$15M
End-of-year total assets ($M) among The Yaffe Companies Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
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 -1012345 Total assets ($B) Participants The Yaffe Companies Incorporated 401(k) Plan, Total assets ($B): 0.014683336 · Participants: 279The Yaffe Companies Incorporated 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings 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 Mcg Architects 401(k) Plan in OH ($15M); by covered participants it is Virginia Cancer Institute, Inc. Retirement Plan in VA (279 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (279 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 401(k) Plan assets move in 2023? ▼
The Yaffe Companies Incorporated 401(k) Plan grew sharply - up 19.1% during 2023, from $12M to $15M. Reported net income was $2M.
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 Mcg Architects 401(k) Plan in OH ($15M, 68 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 Virginia Cancer Institute, Inc. Retirement Plan in VA (279 participants, $58M 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 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.