Profit Sharing · DOL Form 5500 · 2023

Yankee Tango, Inc. Profit Sharing Plan

Data updated 2026-08-25

$833K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$277,590
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Yankee Tango, Inc. Retirement Plan · Sponsored by Yankee Tango, Inc. · Oregon · Retail Trade

$833K in assets, 3 participants

Yankee Tango, Inc.'s Yankee Tango, Inc. Retirement Plan reported $833K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,892 in Retail Trade (8,414 peers)

Yankee Tango, Inc. multi-year trail

Yankee Tango, Inc.'s plans moved +35.7% in assets from 2022 to 2024; this filing shows Yankee Tango, Inc. Retirement Plan at $833K / 3 participants.

#2,892
in Retail Trade (8,414 peers)
+19.3%
assets growth YoY

Yankee Tango, Inc. Retirement Plan among the smaller filed plans by assets

Yankee Tango, Inc. Retirement Plan vs every filed plan by assets

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

$832,769 22nd percentile higher than 22% 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

Yankee Tango, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yankee Tango, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yankee Tango, Inc. Retirement Plan reported net income fell from $199K in the plan year 2022 filing to $135K in the plan year 2023 filing.
  • Yankee Tango, Inc. Retirement Plan end-of-year assets rose from $698K in the plan year 2022 filing to $833K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 823951401 · Yankee Tango, Inc. PY 2023 · Profit Sharing

Yankee Tango, Inc. Retirement Plan · $833K · 3 · 22nd

  • IND $833K
  • EOY 3
  • 5500 22nd
  • ASSETS Profit Sharing
  • PCT near Marieliz Alvarado Davila Retirement Plan
  • EIN ind #2892

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 Retail Trade retirement plans → · Plans in Oregon →

Yankee Tango, Inc. Retirement Plan in the asset neighbourhood

Yankee Tango, Inc. Retirement PlanYankee Tango, Inc. Retiremen…$833KMarieliz Alvarado Davila Retirement PlanMarieliz Alvarado Davila Ret…$832KManuel Alvarez Perez Retirement PlanManuel Alvarez Perez Retirem…$832KPacific Panels, Inc. Profit Sharing PlanPacific Panels, Inc. Profit …$834KC. Bonner Oates, D.D.S. Profit Sharing Plan and TrustC. Bonner Oates, D.D.S. Prof…$834K
End-of-year total assets ($M) among Yankee Tango, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Yankee Tango, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Yankee Tango, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$947K 35.6735305322193% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.7M $0.95M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 3 $698K
2023 1 3 $833K
2024 1 3 $947K

Yankee Tango, Inc. filing trail (2023)

Total Assets (Beginning of Year)$698K
Net Assets (End of Year)$833K
Net Income$135K
Employer EIN823951401
Plan Effective Date2018-01-09
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

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

Yankee Tango, Inc. Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Yankee Tango, Inc. Retirement Plan, Total assets ($M): 0.832769 · Participants: 3Yankee Tango, Inc. Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 805.482585 · Participants: 5463Les Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 770.320628 · Participants: 5474Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 696.604461 · Participants: 11313Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 194.758742 · Participants: 766Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 172.19814 · Participants: 485The Hoffman Employee Retirement Income Plan
Yankee Tango, Inc. Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants

Yankee Tango, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Marieliz Alvarado Davila Retirement Plan in PR ($832K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Yankee Tango, Inc. Retirement Plan assets move in 2023?
Yankee Tango, Inc. Retirement Plan grew sharply - up 19.3% during 2023, from $698K to $833K. Reported net income was $135K.
How have Yankee Tango, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Yankee Tango, Inc.'s sponsor-wide assets grew 35.7%, from $698K to $947K.
Where does Yankee Tango, Inc. Retirement Plan rank by assets among Form 5500 filers?
Yankee Tango, Inc. Retirement Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Yankee Tango, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Marieliz Alvarado Davila Retirement Plan in PR ($832K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Yankee Tango, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).