401(k) · DOL Form 5500 · 2023

New York Yankees Partnership 401(k) Plan

Data updated 2026-08-11

$73M
Total assets
509
Participants
89th
Percentile by assets
$142,813
Avg per participant
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Official DOL plan name: New York Yankees Employee Investment Plan · Sponsored by New York Yankees Partnership · Florida · Arts, Entertainment & Recreation

$73M in assets, 509 participants

New York Yankees Partnership's New York Yankees Employee Investment Plan reported $73M in total assets and 509 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #2,778 in Arts, Entertainment & Recreation (2,945 peers)

Where New York Yankees Employee Investment Plan sits by assets

New York Yankees Employee Investment Plan sits in the top quartile of all filed plans by assets, $73M for 509 participants (~$142,813/participant), up 27.1% in 2023.

$73M
total plan assets (2023 EOY)
509
covered participants
89th
percentile by assets (of 127,072 plans)
$142,813
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New York Yankees Employee Investment Plan reported net income rose from -$17M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • New York Yankees Employee Investment Plan end-of-year assets rose from $57M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • New York Yankees Employee Investment Plan reported participants fell from 590 in the plan year 2022 filing to 509 in the plan year 2023 filing.

See the national 2022→2023 release diff →

New York Yankees Employee Investment Plan vs the 2023 asset distribution

By assets, New York Yankees Employee Investment Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$73M
Net Income$16M
Employer EIN341122131
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New York Yankees Partnership)

$140M$160M$180M$200M$220M 202220232024 $161M $210M ▲ +30.6%
Total plan assets by year, all New York Yankees Partnership plans on file
Year Plans Participants Total Assets
2022 2 1,032 $161M
2023 2 968 $185M
2024 2 1,027 $210M

Nearby 401(k) Plans in Florida

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

New York Yankees Employee Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants

New York Yankees Employee Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants New York Yankees Emp…L3harris Retirement …Savings Plan for Emp…Adp Totalsource Reti…Trinet 401(k) PlanPublix Super Markets…
New York Yankees Employee Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to New York Yankees Employee Investment Plan by total assets, not by location.

Frequently Asked Questions

How did New York Yankees Employee Investment Plan assets move in 2023?
New York Yankees Employee Investment Plan grew sharply - up 27.1% during 2023, from $57M to $73M. Reported net income was $16M.
How have New York Yankees Partnership plan assets changed over time?
Across 3 plan years on file (2022-2024), New York Yankees Partnership's sponsor-wide assets grew 30.6%, from $161M to $210M.
Where does New York Yankees Employee Investment Plan rank by assets among Form 5500 filers?
New York Yankees Employee Investment Plan ranks in the 89th 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 New York Yankees Employee Investment Plan?
Among 401(k) plans in other states, the closest by assets is Firstrust 401(k) and Profit Sharing Plan in PA ($73M, 468 participants).

Next read for New York Yankees Employee Investment Pla…

Scale reading

Ways to act on New York Yankees Employee Investment Plan's numbers.