401(k) · DOL Form 5500 · 2023

The Yale Club of New York City 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
58
Participants Small participant base
44th
Percentile by assets National rank
$83,276
Avg per participant Below avg balance/head
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Official DOL plan name: The Yale Club of New York City 401(k) Plan for Non-Union Employees · Sponsored by The Yale Club of New York City · New York · Food Services & Accommodation

$5M in assets, 58 participants

The Yale Club of New York City's The Yale Club of New York City 401(k) Plan for Non-Union Employees reported $5M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,979 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, The Yale Club of New York City 401(k) Plan for Non-Union Employees ranks #2,979 of 3,828 2023 filers by assets (405% of the sector average)-$5M for 58 participants.

#2,979
in Food Services & Accommodation (3,828 peers)
+2.5%
assets growth YoY

The Yale Club of New York City 401(k) Plan for Non-Union Employees's mid-pack asset rank among Food Services & Accommodation and all filers

The Yale Club of New York City 401(k) Plan for Non-Union Employees vs every filed plan by assets

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

$4,830,003 44th percentile higher than 44% 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 Yale Club of New York City 401(k) Plan for Non-Union Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Yale Club of New York City 401(k) Plan for Non-Union Employees is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Yale Club of New York City 401(k) Plan for Non-Union Employees reported net income rose from -$1M in the plan year 2022 filing to $117K in the plan year 2023 filing.
  • The Yale Club of New York City 401(k) Plan for Non-Union Employees reported participants rose from 49 in the plan year 2022 filing to 58 in the plan year 2023 filing.
  • The Yale Club of New York City 401(k) Plan for Non-Union Employees end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 131489775 · The Yale Club of New York City PY 2023 · 401(k)

The Yale Club of New York City 401(k) Plan for Non-Union Employees · $5M · 58 · 44th

  • BOY $5M
  • BOY 58
  • BOY 44th
  • BOY 401(k)
  • BOY near Outreach Health Services 401(k) Plan
  • BOY ind #2979

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 Food Services & Accommodation retirement plans → · Plans in New York →

The Yale Club of New York City 401(k) Plan for Non-Union Employees in the asset neighbourhood

The Yale Club of New York City 401(k) Plan for Non-Union EmployeesThe Yale Club of New York Ci…$5MOutreach Health Services 401(k) PlanOutreach Health Services 401…$5MChas G. Allen 401(k) Salary Reduction Plan and TrustChas G. Allen 401(k) Salary …$5MMarion Construction Company 401(k) Profit Sharing PlanMarion Construction Company …$5MDrw Packing, Inc. 401(k) Plan$5M
End-of-year total assets ($M) among The Yale Club of New York City 401(k) Plan for Non-Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$117K
Employer EIN131489775
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Yale Club of New York City)

Sponsor-wide plan assets over time

All The Yale Club of New York City plans reported in each filing year

Latest sponsor-wide plan assets
$19M 0.9301006659344626% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $19M $19.1M ▲ +0.9%
Year Plans Participants Total Assets
2022 3 260 $19M
2023 3 263 $22M
2024 2 263 $19M

Nearby 401(k) Plans in New York

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

The Yale Club of New York City 401(k) Plan for Non-Union Employees vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Yale Club of New York City 401(k) Plan for Non-Union Employees, Total assets ($B): 0.004830003 · Participants: 58The Yale Club of New York City 401(k) Plan for Non-Union EmployeesIBM 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
The Yale Club of New York City 401(k) Plan for Non-Union Employees vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Yale Club of New York City 401(k) Plan for Non-Union Employees side-by-side with 3 peers →

The Yale Club of New York City 401(k) Plan for Non-Union Employees's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Outreach Health Services 401(k) Plan in TX ($5M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Yale Club of New York City 401(k) Plan for Non-Union Employees assets move in 2023? ▼
The Yale Club of New York City 401(k) Plan for Non-Union Employees edged up modestly - up 2.5% during 2023, from $5M to $5M. Reported net income was $117K.
How have The Yale Club of New York City plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Yale Club of New York City's sponsor-wide assets grew 0.9%, from $19M to $19M.
Which 401(k) plans are similar in size to The Yale Club of New York City 401(k) Plan for Non-Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Outreach Health Services 401(k) Plan in TX ($5M, 3,788 participants).
Which 401(k) plans cover a similar participant headcount to The Yale Club of New York City 401(k) Plan for Non-Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants, $849K 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 131489775.

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.