Plan Ledger DOL Form 5500 · updated monthly

York Capital Management (US) Advisors, L.P.401(k)

YORK CAPITAL MANAGEMENT 401(K) PLAN · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.22%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

York Capital Management (US) Advisors, L.P. reported $133,720 in plan administrative expenses for 2023: 0.22% of average plan assets, above the peer median. Employer contributions averaged $25,810 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.20% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,196th-largest of 5,648 plans among New York employers on file, and the 1,455th of 4,798 in finance & insurance. In 2023, the employer put in $1.15 for every $1.00 employees contributed themselves; active participation has shrunk from 60 to 50 since 2022.

Plan summary
Net assets, end of year$60,216,772
Participants with balances159
Active participants50
Employer contributions$1,290,504
Employee contributions$1,125,785
Employer contribution per active participant$25,810
Average account balance$378,722
Benefits paid to participants$11,225,938
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.7M · 104 accts · $1.2M emplr
2023$60.2M · 159 accts · $1.3M emplr
2022$59.3M · 185 accts · $1.5M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$133,720
Total administrative$133,720
The York Capital Management (US) Advisors, L.P. 401(k) match · 2023
Employer contribution per active participant$25,810
Median for plans this size$3,659
2024$28,152 per active participant
2023$25,810 per active participant
2022$25,134 per active participant

York Capital Management (US) Advisors, L.P.'s 2023 employer contribution ran above the $3,659 median for plans its size, placing it in the top 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.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$1,580
CETERA ADVISOR NETWORKS LLC · Investment advisory (participants)$50,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$62,682 · 0.12%
2023$133,720 · 0.22%
2022$138,118 · 0.20%
Similar plansFinance & Insurance · New York
The National Australia Bank NY$61.0M · 0.05%
Zocdoc, Inc. NY$60.0M · 0.23%
Continental Grain Company NY$59.8M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 263971819 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.