Plan Ledger DOL Form 5500 · updated monthly

The Yaffe Companies, IncorporatedESOP

THE YAFFE COMPANIES, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN · MUSKOGEE, OK · plan year 2022

Employer contribution per participant · 2022
$407

The Yaffe Companies, Incorporated's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $51,756,718 across 473 participant accounts, with employer contributions averaging $407 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is the 113th-largest of 724 plans among Oklahoma employers on file, and the 791st of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$51,756,718
Participants with balances473
Active participants246
Employer contributions$100,000
Employee contributions—
Employer contribution per active participant$407
Average account balance$109,422
Benefits paid to participants$3,554,648
Plan auditUnmodified (clean) audit opinion
AuditorMARKSNELSON LLC
Plan history3
Yearassets · accounts · employer contribution
2024$38.6M · 520 accts · $2.4M emplr
2023$46.7M · 496 accts · $1.0M emplr
2022$51.8M · 473 accts · $100K emplr
Employer contributions to the The Yaffe Companies, Incorporated plan · 2022
Employer contribution per active participant$407
Median for plans this size$2,266
2024$8,945 per active participant
2023$4,000 per active participant
2022$407 per active participant

The Yaffe Companies, Incorporated's 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023$81 · 0.00%
2022Not separately reported
Similar plansWholesale Trade · Oklahoma
Hilti, Inc. OK$685.6M · 0.01%
Matrix Service Company OK$215.7M · 0.17%
Axh Air-Coolers, LLC OK$49.3M · 0.06%
Jasco Products Company LLC OK$49.0M · 0.31%
P & K Equipment, Inc OK$45.3M · 0.18%
Fabricut, Inc. OK$44.8M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730723136 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.