401(k) · DOL Form 5500 · 2022
Yale-New Haven Hospital, Inc. 401(k) Plan
Data updated 2026-08-11
- $743M
- Total assets
- 22,661
- Participants
- 99th
- Percentile by assets
- $32,779
- Avg per participant
Official DOL plan name: Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan · Sponsored by Yale-New Haven Hospital, Inc. · Connecticut · Healthcare & Social Assistance
$743M in assets, 22,661 participants
Yale-New Haven Hospital, Inc.'s Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan reported $743M in total assets and 22,661 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #19,811 in Healthcare & Social Assistance (20,060 peers)
Coverage in Connecticut
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan covers 22,661 participants in Connecticut, 32x the typical Connecticut plan (state average ~718 per filing). Assets: $743M.
- $743M
- total plan assets (2022 EOY)
- 22,661
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $32,779
- avg assets per participant
The plan reported a net loss of $110M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan reports 22,661 participants - 32x that state average ($743M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $853M |
|---|---|
| Net Assets (End of Year) | $743M |
| Net Income | -$110M |
| Employer EIN | 060646652 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yale-New Haven Hospital, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 61,866 | $2.9B |
| 2023 | 3 | 61,429 | $3.5B |
| 2024 | 2 | 44,894 | $3.4B |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
Scale composition for Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan reports $743M in end-of-year assets across 22,661 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.024% of 93,925,755 covered participants) - about $32,779 per participant (24% of the national average assets-per-participant) . Net income for plan year 2022 was -$110M.
This plan identity (EIN 060646652, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $743M to $1.1B (+44.6%) while covered participants moved from 22,661 to 22,447 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 22,661 | $743M | This page |
| 2023 | 22,121 | $912M | Open filing |
| 2024 · index core | 22,447 | $1.1B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan (Other, $2.3B, 22,447 participants)
- Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan (401(k), $1.1B, 22,447 participants)
- Yale-New Haven Hospital Cash Account Pension Plan (Defined Benefit (Pension), $540M, 17,187 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan by total assets, not by location.
- Cemex, Inc. Savings Plan (TX) $743M · 8,068
- West Monroe Partners, Inc. 401(k) Plan (IL) $742M · 2,024
- Genworth Financial Inc. Retirement and Savings Plan (VA) $741M · 2,436
- Plumbers Local Union No. 1 Employee 401(k) Savings Plan (NY) $744M · 4,764
Frequently Asked Questions
How did Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan assets move in 2022? ▼
How have Yale-New Haven Hospital, Inc. plan assets changed over time? ▼
Where does Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan's numbers.
- By total assets, Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
- Yale-New Haven Hospital, Inc.'s sponsor-wide assets have grown 16.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans