401(k) · DOL Form 5500 · 2022
Yale-New Haven Hospital, Inc. 401(k) Plan
Data updated 2026-08-25
- $743M
- Total assets Above avg plan size
- 22,661
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $32,779
- Avg per participant Low balance/head
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.
- #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.
- #19,811
- in Healthcare & Social Assistance (20,060 peers)
- -12.9%
- assets change YoY
- 7.5×
- vs typical plan assets (national mean)
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.
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan's outsized position by total assets
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$742,800,522 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan is a mega filing (22,661 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 060646652 · Yale-New Haven Hospital, Inc. PY 2022 · 401(k)
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan · $743M · 22,661 · 99th
- TYPE $743M
- NET 22,661
- BOOK 99th
- VS-ST 401(k)
- BOY near Cemex, Inc. Savings Plan
- SCH ind #19811
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Connecticut →
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Yale-New Haven Hospital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.4B 16.36294893949998% vs 2022
- 2024 filing year
| 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.
- 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)
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Cemex, Inc. Savings Plan in TX ($743M); by covered participants it is The Goldman Sachs 401(k) Plan in NY (22,650 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($743M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (22,661 participants); asset peers above are excluded.
- The Goldman Sachs 401(k) Plan (NY) 22,650 · 11 off
- Fidelity National Information Services, Inc. 401(k) Profit Sharing Plan (FL) 22,604 · 57 off
- Life Care Centers of America, Inc. 401(k) Savings Plan (TN) 22,578 · 83 off
- Jo-Ann Stores, LLC 401(k) Savings Plan (OH) 22,790 · 129 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.