401(k) · DOL Form 5500 · 2024

The Yaffe Companies, Incorporated 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
275
Participants Below avg headcount
69th
Percentile by assets National rank
$67,287
Avg per participant Below avg balance/head
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Official DOL plan name: The Yaffe Companies Incorporated 401(k) Plan · Sponsored by The Yaffe Companies, Incorporated · Oklahoma · Wholesale Trade

$19M in assets, 275 participants

The Yaffe Companies, Incorporated's The Yaffe Companies Incorporated 401(k) Plan reported $19M in total assets and 275 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,884 in Wholesale Trade (6,080 peers)

Coverage in Oklahoma

The Yaffe Companies Incorporated 401(k) Plan covers 275 participants in Oklahoma, about 36% of the average Oklahoma filer (state average ~760 per filing). Assets: $19M.

#3,884
in Wholesale Trade (6,080 peers)
+26.0%
assets growth YoY

The Yaffe Companies Incorporated 401(k) Plan's outsized position by total assets

The Yaffe Companies Incorporated 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,503,847 Top 31% higher than 69% of 123,620 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 2024

The Yaffe Companies Incorporated 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Yaffe Companies Incorporated 401(k) Plan sits mid-pack in the medium band (275 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Yaffe Companies Incorporated 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Yaffe Companies Incorporated 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • The Yaffe Companies Incorporated 401(k) Plan reported participants fell from 279 in the plan year 2023 filing to 275 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 731535466 · The Yaffe Companies, Incorporated PY 2024 · 401(k)

The Yaffe Companies Incorporated 401(k) Plan · $19M · 275 · 69th

  • BOY $19M
  • SCH 275
  • EBSA 69th
  • PART 401(k)
  • TYPE near Capital Bancorp, Inc. 401(k) Profit Sharing Plan
  • NET ind #3884

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 Wholesale Trade retirement plans → · Plans in Oklahoma →

The Yaffe Companies Incorporated 401(k) Plan in the asset neighbourhood

The Yaffe Companies Incorporated 401(k) PlanThe Yaffe Companies Incorpor…$19MCapital Bancorp, Inc. 401(k) Profit Sharing PlanCapital Bancorp, Inc. 401(k)…$19MNew England Ob-Gyn Associates, Inc. Profit Sharing Retirement PlanNew England Ob-Gyn Associate…$19MPiranha Marketing, Inc. Employee Stock Ownership 401(k) PlanPiranha Marketing, Inc. Empl…$19MWarfel Construction Company Profit Sharing PlanWarfel Construction Company …$19M
End-of-year total assets ($M) among The Yaffe Companies Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN731535466
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Yaffe Companies, Incorporated)

Sponsor-wide plan assets over time

All The Yaffe Companies, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$19M 50.08381452231887% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.3M $18.5M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 260 $12M
2023 1 279 $15M
2024 1 275 $19M

Nearby 401(k) Plans in Oklahoma

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

The Yaffe Companies Incorporated 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants The Yaffe Companies Incorporated 401(k) Plan, Total assets ($B): 0.018503847 · Participants: 275The Yaffe Companies Incorporated 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
The Yaffe Companies Incorporated 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare The Yaffe Companies Incorporated 401(k) Plan side-by-side with 3 peers →

The Yaffe Companies Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Capital Bancorp, Inc. 401(k) Profit Sharing Plan in TX ($19M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Yaffe Companies Incorporated 401(k) Plan assets move in 2024? ▼
The Yaffe Companies Incorporated 401(k) Plan grew sharply - up 26.0% during 2024, from $15M to $19M. Reported net income was $4M.
How have The Yaffe Companies, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Yaffe Companies, Incorporated's sponsor-wide assets grew 50.1%, from $12M to $19M.
Which 401(k) plans are similar in size to The Yaffe Companies Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Bancorp, Inc. 401(k) Profit Sharing Plan in TX ($19M, 98 participants).
Which 401(k) plans cover a similar participant headcount to The Yaffe Companies Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Territorial Savings Bank 401(k) Plan in HI (275 participants, $43M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 731535466.

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.