Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$9M
Total assets Small plan by assets
42
Participants Small participant base
57th
Percentile by assets National rank
$225,111
Avg per participant Above avg balance/head
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Official DOL plan name: York Capital Management Cash Balance Plan and Trust · Sponsored by York Capital Management (US) Advisors, L.P. · New York · Finance & Insurance

$9M in assets, 42 participants

York Capital Management (US) Advisors, L.P.'s York Capital Management Cash Balance Plan and Trust reported $9M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,732 in Finance & Insurance (8,869 peers)

York Capital Management (US) Advisors, L.P. multi-year trail

York Capital Management (US) Advisors, L.P.'s plans moved -17.8% in assets from 2022 to 2024; this filing shows York Capital Management Cash Balance Plan and Trust at $9M / 42 participants.

#3,732
in Finance & Insurance (8,869 peers)
+1.8%
assets growth YoY

York Capital Management Cash Balance Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

York Capital Management Cash Balance Plan and Trust vs every filed plan by assets

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

$9,454,676 Top 43% higher than 57% 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 Cash Balance Plan and Trust 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 Cash Balance Plan and Trust is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • York Capital Management Cash Balance Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $168K in the plan year 2023 filing.
  • York Capital Management Cash Balance Plan and Trust reported participants fell from 50 in the plan year 2022 filing to 42 in the plan year 2023 filing.
  • York Capital Management Cash Balance Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 263971819 · York Capital Management (US) Advisors, L.P. PY 2023 · Defined Benefit (Pension)

York Capital Management Cash Balance Plan and Trust · $9M · 42 · 57th

  • NET $9M
  • BOOK 42
  • VS-ST 57th
  • BOY Defined Benefit (Pension)
  • SCH near Retirement Plan for Hourly Employees of Love's Bakery, Inc.
  • EBSA ind #3732

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 Cash Balance Plan and Trust in the asset neighbourhood

Alaska Communications Systems Retirement PlanAlaska Communications System…$9MRetirement Plan for Hourly Employees of Love's Bakery, Inc.Retirement Plan for Hourly E…$9MNational Railway Labor Conference Supplemental Pension PlanNational Railway Labor Confe…$9MInvensys Pension Plan$9MYork Capital Management Cash Balance Plan and TrustYork Capital Management Cash…$9M
End-of-year total assets ($M) among York Capital Management Cash Balance Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

York Capital Management (US) Advisors, L.P. multi-year asset trail

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

York Capital Management (US) Advisors, L.P. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$168K
Employer EIN263971819
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

York Capital Management Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants York Capital Management Cash Balance Plan and Trust, Total assets ($B): 0.009454676 · Participants: 42York Capital Management Cash Balance Plan and TrustIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
York Capital Management Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare York Capital Management Cash Balance Plan and Trust side-by-side with 3 peers →

York Capital Management Cash Balance Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Hourly Employees of Love's Bakery, Inc. in HI ($9M); by covered participants it is American Textile Maintenance Company Employees Cash Balance Pension Plan in CA (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Cash Balance Plan and Trust assets move in 2023? ▼
York Capital Management Cash Balance Plan and Trust edged up modestly - up 1.8% during 2023, from $9M to $9M. Reported net income was $168K.
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.
Which Defined Benefit (Pension) plans are similar in size to York Capital Management Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Hourly Employees of Love's Bakery, Inc. in HI ($9M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to York Capital Management Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Textile Maintenance Company Employees Cash Balance Pension Plan in CA (42 participants, $6K 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.