Plan5500

York Capital Management (Us) Advisors, L.P. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, York Capital Management (Us) Advisors, L.P. (EIN 26-3971819) is a plan sponsor located in New York, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-3971819
Location
New York, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for York Capital Management (Us) Advisors, L.P.

  • 2 loaded plans hold $69.7M in reported assets.
  • The largest, York Capital Management 401(K) Plan, holds 86% of this company's reported plan assets.
  • Plans cover 245 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$69.7MSummed across loaded plans$69,671,448
Total reported assets$69.7M$69,671,448
Total reported participants245
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$69.7M total assets
Net assets$69.7MLiabilities$0
Contributions & income
Employer contributions$3M
Participant contributions$1.1M
Total income / additions$14.3M
Expenses & distributions
Benefits paid / distributions$13M
Total expenses$13.2M
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets86%York Capital Management 401(K) Plan
Participants per plan123Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    York Capital Management 401(K) Plan$60.2M
    Plan #001 · 185 participants · 2023
  2. 2
    York Capital Management Cash Balance Plan And Trust$9.5M
    Plan #003 · 60 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for York Capital Management (Us) Advisors, L.P.. Open one for its full reported snapshot.

  1. 2023
    York Capital Management 401(K) Plan185 participants · 2Sch HSch C
    View filing →
  2. 2023
    York Capital Management Cash Balance Plan And Trust60 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does York Capital Management (Us) Advisors, L.P. report on Form 5500?
York Capital Management (Us) Advisors, L.P. (EIN 26-3971819) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for York Capital Management (Us) Advisors, L.P.?
The Employer Identification Number (EIN) reported for York Capital Management (Us) Advisors, L.P. is 26-3971819.
What is the latest Form 5500 filing year for York Capital Management (Us) Advisors, L.P.?
The latest loaded Form 5500 filing year for York Capital Management (Us) Advisors, L.P. is 2023.

Related Form 5500 pages