401(k) · DOL Form 5500 · 2023

David Yurman Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
895
Participants Near avg headcount
91st
Percentile by assets National rank
$102,113
Avg per participant Below avg balance/head
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Official DOL plan name: David Yurman Enterprises, LLC Retirement Plan · Sponsored by David Yurman Enterprises, LLC · New York · Manufacturing

$91M in assets, 895 participants

David Yurman Enterprises, LLC's David Yurman Enterprises, LLC Retirement Plan reported $91M in total assets and 895 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,082 in Manufacturing (18,722 peers)

Where David Yurman Enterprises, LLC Retirement Plan sits by assets

David Yurman Enterprises, LLC Retirement Plan sits in the top 10% of all filed plans by assets, $91M for 895 participants (~$102,113/participant), up 26.3% in 2023.

#16,082
in Manufacturing (18,722 peers)
+26.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

David Yurman Enterprises, LLC Retirement Plan's outsized position by total assets

David Yurman Enterprises, LLC Retirement Plan vs every filed plan by assets

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

$91,391,136 Top 9% higher than 91% 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

David Yurman Enterprises, LLC Retirement 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. David Yurman Enterprises, LLC Retirement Plan sits mid-pack in the medium band (895 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David Yurman Enterprises, LLC Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • David Yurman Enterprises, LLC Retirement Plan end-of-year assets rose from $72M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • David Yurman Enterprises, LLC Retirement Plan reported participants rose from 763 in the plan year 2022 filing to 895 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 454614722 · David Yurman Enterprises, LLC PY 2023 · 401(k)

David Yurman Enterprises, LLC Retirement Plan · $91M · 895 · 91st

  • PCT $91M
  • PCT 895
  • PCT 91st
  • PCT 401(k)
  • PCT near Ziprecruiter, Inc. 401(k) Plan and Trust
  • PCT ind #16082

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 Manufacturing retirement plans → · Plans in New York →

David Yurman Enterprises, LLC Retirement Plan in the asset neighbourhood

Lannett Company, Inc. 401(k) Retirement Savings PlanLannett Company, Inc. 401(k)…$91MNorthrim Bank Savings Incentive PlanNorthrim Bank Savings Incent…$91MBard Rao Athanas Consulting Engineers, LLC 401(k) PlanBard Rao Athanas Consulting …$91MDavid Yurman Enterprises, LLC Retirement PlanDavid Yurman Enterprises, LL…$91MZiprecruiter, Inc. 401(k) Plan and TrustZiprecruiter, Inc. 401(k) Pl…$91M
End-of-year total assets ($M) among David Yurman Enterprises, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$91M
Net Income$19M
Employer EIN454614722
Plan Effective Date1985-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Yurman Enterprises, LLC)

Sponsor-wide plan assets over time

All David Yurman Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$110M 51.985106393215176% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $72.3M $110M ▲ +52.0%
Year Plans Participants Total Assets
2022 1 763 $72M
2023 1 895 $91M
2024 1 1,041 $110M

Nearby 401(k) Plans in New York

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

David Yurman Enterprises, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants David Yurman Enterprises, LLC Retirement Plan, Total assets ($B): 0.091391136 · Participants: 895David Yurman Enterprises, LLC Retirement 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
David Yurman Enterprises, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

David Yurman Enterprises, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ziprecruiter, Inc. 401(k) Plan and Trust in CA ($91M); by covered participants it is Bobby Rahal Automotive Group 401(k) Plan in PA (895 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (895 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 David Yurman Enterprises, LLC Retirement Plan assets move in 2023?
David Yurman Enterprises, LLC Retirement Plan grew sharply - up 26.3% during 2023, from $72M to $91M. Reported net income was $19M.
How have David Yurman Enterprises, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), David Yurman Enterprises, LLC's sponsor-wide assets grew 52.0%, from $72M to $110M.
Where does David Yurman Enterprises, LLC Retirement Plan rank by assets among Form 5500 filers?
David Yurman Enterprises, LLC Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to David Yurman Enterprises, LLC Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Ziprecruiter, Inc. 401(k) Plan and Trust in CA ($91M, 1,280 participants).
Which 401(k) plans cover a similar participant headcount to David Yurman Enterprises, LLC Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Bobby Rahal Automotive Group 401(k) Plan in PA (895 participants, $54M in assets).