401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$13M
Total assets Small plan by assets
203
Participants Below avg headcount
62nd
Percentile by assets National rank
$66,280
Avg per participant Below avg 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

$13M in assets, 203 participants

The Yale Club of New York City's The Yale Club of New York City 401(k) Plan reported $13M in total assets and 203 participants in its 2024 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.

  • #3,218 in Food Services & Accommodation (3,672 peers)

Coverage in New York

The Yale Club of New York City 401(k) Plan covers 203 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $13M.

#3,218
in Food Services & Accommodation (3,672 peers)
+17.0%
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 2024 · DOL Form 5500

$13,454,908 Top 38% higher than 62% 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 Yale Club of New York City 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 Yale Club of New York City 401(k) Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Yale Club of New York City 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • The Yale Club of New York City 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Yale Club of New York City 401(k) Plan reported participants rose from 192 in the plan year 2023 filing to 203 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 131489775 · The Yale Club of New York City PY 2024 · 401(k)

The Yale Club of New York City 401(k) Plan · $13M · 203 · 62nd

  • BOY $13M
  • BOY 203
  • BOY 62nd
  • BOY 401(k)
  • BOY near Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan
  • BOY ind #3218

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

Affolter Contracting Company, Inc. Retirement PlanAffolter Contracting Company…$13MThe Yale Club of New York City 401(k) PlanThe Yale Club of New York Ci…$13MSeravalli Financial Group, Inc. 401(k) Profit Sharing PlanSeravalli Financial Group, I…$13MNexxt, Inc. 401 (K) Plan$13MSabrosura Foods, LLC Retirement Savings PlanSabrosura Foods, LLC Retirem…$13M
End-of-year total assets ($M) among The Yale Club of New York City 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
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): 0.013454908 · Participants: 203The Yale Club of New York City 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The 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 Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan in PA ($13M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Yale Club of New York City 401(k) Plan assets move in 2024? ▼
The Yale Club of New York City 401(k) Plan grew sharply - up 17.0% during 2024, from $12M to $13M. 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 Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan in PA ($13M, 253 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 Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants, $1M 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 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.