Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#003)$11.2M
Filings through .
York Capital Management (US) Advisors, L.P.
EIN 26-3971819investment managementLatest filing 2025
Plans
2
Retirement
2
$61.7M assets
Health & Benefits
0
Participants
134
1330 AVENUE OF THE AMERICAS, 20TH FLOOR - NEW YORK, NY 10019212-300-1307yorkcapital.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $61.7M assets / 134 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$11.2M
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
YORK CAPITAL MANAGEMENT 401(K) PLAN
401(k)
Assets$50.6M
Participants95
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
YORK CAPITAL MANAGEMENT CASH BALANCE PLAN AND TRUST
Cash balance
Assets$11.2M
Participants39
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | YORK CAPITAL MANAGEMENT 401(K) PLAN | 401(k) | $50.6M | 95 | 2025 |
| #003 | YORK CAPITAL MANAGEMENT CASH BALANCE PLAN AND TRUST | Cash balance | $11.2M | 39 | 2025 |
- #001 · 401(k) · 202595
- #003 · Cash balance · 202539
Retirement plans
Health & Benefits plans