401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$12M
Total assets Small plan by assets
192
Participants Below avg headcount
62nd
Percentile by assets National rank
$59,910
Avg per participant Low balance/head
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Official DOL plan name: The Yale Club of New York City 401(k) Plan · Sponsored by The Yale Club of New York City · New York · Food Services & Accommodation

$12M in assets, 192 participants

The Yale Club of New York City's The Yale Club of New York City 401(k) Plan reported $12M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,347 in Food Services & Accommodation (3,828 peers)

Coverage in New York

The Yale Club of New York City 401(k) Plan covers 192 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $12M.

#3,347
in Food Services & Accommodation (3,828 peers)
+24.0%
assets growth YoY

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

The Yale Club of New York City 401(k) Plan vs every filed plan by assets

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

$11,502,714 Top 38% higher than 62% 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 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 Yale Club of New York City 401(k) Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Yale Club of New York City 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Yale Club of New York City 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The Yale Club of New York City 401(k) Plan reported participants fell from 198 in the plan year 2022 filing to 192 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

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

The Yale Club of New York City 401(k) Plan · $12M · 192 · 62nd

  • EOY $12M
  • EOY 192
  • EOY 62nd
  • EOY 401(k)
  • EOY near Tbi Employee Profit Sharing 401(k) Plan
  • EOY ind #3347

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 in the asset neighbourhood

The Yale Club of New York City 401(k) PlanThe Yale Club of New York Ci…$12MTbi Employee Profit Sharing 401(k) PlanTbi Employee Profit Sharing …$12MMitchell Consulting Services G 401(k) Profit Sharing Plan & TrustMitchell Consulting Services…$12MQuality Circuits, Inc. 401(k) Retirement PlanQuality Circuits, Inc. 401(k…$12MAetos Systems, Inc. Exempt 401(k) PlanAetos Systems, Inc. Exempt 4…$12M
End-of-year total assets ($M) among The Yale Club of New York City 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN131489775
Plan Effective Date1999-07-01
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 vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Yale Club of New York City 401(k) Plan, Total assets ($B): 0.011502714 · Participants: 192The Yale Club of New York City 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
The Yale Club of New York City 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Yale Club of New York City 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Tbi Employee Profit Sharing 401(k) Plan in OH ($12M); by covered participants it is T Enterprises 401(k) Plan in MS (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 assets move in 2023? ▼
The Yale Club of New York City 401(k) Plan grew sharply - up 24.0% during 2023, from $9M to $12M. Reported net income was $2M.
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? ▼
Among 401(k) plans in other states, the closest by assets is Tbi Employee Profit Sharing 401(k) Plan in OH ($12M, 396 participants).
Which 401(k) plans cover a similar participant headcount to The Yale Club of New York City 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T Enterprises 401(k) Plan in MS (192 participants, N/A 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.