401(k) · DOL Form 5500 · 2023

Yorktown Partners LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
15
Participants Small participant base
75th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Yorktown Partners LLC 401(k) Plan · Sponsored by Yorktown Partners LLC · New York · Finance & Insurance

$22M in assets, 15 participants

Yorktown Partners LLC's Yorktown Partners LLC 401(k) Plan reported $22M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,489 in Finance & Insurance (8,869 peers)

Where Yorktown Partners LLC 401(k) Plan sits by assets

Yorktown Partners LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $22M for 15 participants (~$1.5M/participant), up 13.4% in 2023.

#5,489
in Finance & Insurance (8,869 peers)
+13.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Yorktown Partners LLC 401(k) Plan's outsized position by total assets

Yorktown Partners LLC 401(k) Plan vs every filed plan by assets

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

$22,385,357 Top 25% higher than 75% 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

Yorktown Partners LLC 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. Yorktown Partners LLC 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yorktown Partners LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Yorktown Partners LLC 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133958089 · Yorktown Partners LLC PY 2023 · 401(k)

Yorktown Partners LLC 401(k) Plan · $22M · 15 · 75th

  • PHOTO $22M
  • PHOTO 15
  • PHOTO 75th
  • PHOTO 401(k)
  • PHOTO near Electronic Waveform Lab, Inc. 401(k) Plan
  • PHOTO ind #5489

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 →

Yorktown Partners LLC 401(k) Plan in the asset neighbourhood

Yorktown Partners LLC 401(k) PlanYorktown Partners LLC 401(k)…$22MElectronic Waveform Lab, Inc. 401(k) PlanElectronic Waveform Lab, Inc…$22MBennett, Bricklin & Saltzburg LLC 401(k) PlanBennett, Bricklin & Saltzbur…$22MGate Employee Savings Plan$22MAmerican Credit Acceptance, LLC 401(k) PlanAmerican Credit Acceptance, …$22M
End-of-year total assets ($M) among Yorktown Partners LLC 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)$20M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN133958089
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yorktown Partners LLC)

Sponsor-wide plan assets over time

All Yorktown Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 13.388774502930993% vs 2022
2023 filing year
$19M$20M$21M$22M$23M 20222023 $19.7M $22.4M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 15 $20M
2023 1 15 $22M

Nearby 401(k) Plans in New York

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

Yorktown Partners LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Yorktown Partners LLC 401(k) Plan, Total assets ($B): 0.022385357 · Participants: 15Yorktown Partners LLC 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
Yorktown Partners LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Yorktown Partners LLC 401(k) Plan side-by-side with 3 peers →

Yorktown Partners LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Electronic Waveform Lab, Inc. 401(k) Plan in CA ($22M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Yorktown Partners LLC 401(k) Plan assets move in 2023? ▼
Yorktown Partners LLC 401(k) Plan grew at a solid clip - up 13.4% during 2023, from $20M to $22M. Reported net income was $3M.
How have Yorktown Partners LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Yorktown Partners LLC's sponsor-wide assets grew 13.4%, from $20M to $22M.
Where does Yorktown Partners LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Yorktown Partners LLC 401(k) Plan ranks in the 75th 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 Yorktown Partners LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Electronic Waveform Lab, Inc. 401(k) Plan in CA ($22M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Yorktown Partners LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M 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 133958089.

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.