Defined Benefit (Pension) · DOL Form 5500 · 2024
York Capital Management (US) Advisors, L.P. Pension Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $333,455
- Avg per participant High balance/head
Official DOL plan name: York Capital Management Cash Balance Plan and Trust · Sponsored by York Capital Management (US) Advisors, L.P. · New York · Finance & Insurance
$11M in assets, 32 participants
York Capital Management (US) Advisors, L.P.'s York Capital Management Cash Balance Plan and Trust reported $11M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #3,509 in Finance & Insurance (8,549 peers)
York Capital Management (US) Advisors, L.P. multi-year trail
York Capital Management (US) Advisors, L.P.'s plans moved -17.8% in assets from 2022 to 2024; this filing shows York Capital Management Cash Balance Plan and Trust at $11M / 32 participants.
- #3,509
- in Finance & Insurance (8,549 peers)
- +12.9%
- assets growth YoY
York Capital Management Cash Balance Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
York Capital Management Cash Balance Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,670,575 Top 43% higher than 57% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
York Capital Management Cash Balance Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. York Capital Management Cash Balance Plan and Trust is a small filing (32 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- York Capital Management Cash Balance Plan and Trust reported net income rose from $168K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- York Capital Management Cash Balance Plan and Trust reported participants fell from 42 in the plan year 2023 filing to 32 in the plan year 2024 filing.
- York Capital Management Cash Balance Plan and Trust end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 263971819 · York Capital Management (US) Advisors, L.P. PY 2024 · Defined Benefit (Pension)
York Capital Management Cash Balance Plan and Trust · $11M · 32 · 57th
- PCT $11M
- PCT 32
- PCT 57th
- PCT Defined Benefit (Pension)
- PCT near B&g Foods Stoughton, Wisconsin Union Pension Plan
- PCT ind #3509
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 Finance & Insurance retirement plans → · Plans in New York →
York Capital Management Cash Balance Plan and Trust in the asset neighbourhood
York Capital Management (US) Advisors, L.P. multi-year asset trail
Sponsor-wide plan assets over time
All York Capital Management (US) Advisors, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 17.792449037889778% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 122 | $69M |
| 2023 | 2 | 102 | $70M |
| 2024 | 2 | 81 | $56M |
York Capital Management (US) Advisors, L.P. filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 263971819 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
York Capital Management Cash Balance Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is B&g Foods Stoughton, Wisconsin Union Pension Plan in NJ ($11M); by covered participants it is Maine Public Service Company Pension Plan in ME (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- B&g Foods Stoughton, Wisconsin Union Pension Plan (NJ) $11M · 50
- The Dierbergs Market, Inc and Local 655 Variable Annuity Plan (MO) $11M · 1,566
- Sypris Technologies Marion, LLC Restated Pension Plan for Union Employees (KY) $11M · N/A
- Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico (MD) $11M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (32 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.