Other · DOL Form 5500 · 2022

Yeshiva University Retirement Plan

Data updated 2026-08-25

$624M
Total assets Above avg plan size
1,786
Participants Near avg headcount
98th
Percentile by assets National rank
$349,360
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Yeshiva University Retirement Income Plan (Basic Plan) · Sponsored by Yeshiva University · New York · Educational Services

$624M in assets, 1,786 participants

Yeshiva University's Yeshiva University Retirement Income Plan (Basic Plan) reported $624M in total assets and 1,786 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,922 in Educational Services (4,024 peers)

Coverage in New York

Yeshiva University Retirement Income Plan (Basic Plan) covers 1,786 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $624M.

#3,922
in Educational Services (4,024 peers)
-17.3%
assets change YoY
6.3×
vs typical plan assets (national mean)

The plan reported a net loss of $130M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Yeshiva University Retirement Income Plan (Basic Plan)'s outsized position by total assets

Yeshiva University Retirement Income Plan (Basic Plan) vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$623,957,132 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Yeshiva University Retirement Income Plan (Basic Plan)'s large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yeshiva University Retirement Income Plan (Basic Plan) lands in the large band (1,786 participants).

Published 5500 schedule card

Filing strip 131624225 · Yeshiva University PY 2022 · Other

Yeshiva University Retirement Income Plan (Basic Plan) · $624M · 1,786 · 98th

  • IND $624M
  • IND 1,786
  • IND 98th
  • IND Other
  • IND near Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan
  • IND ind #3922

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 Educational Services retirement plans → · Plans in New York →

Yeshiva University Retirement Income Plan (Basic Plan) in the asset neighbourhood

Parkview Health System, Inc. 403(b) PlanParkview Health System, Inc.…$634MUniversity of San Diego Defined Contribution Retirement PlanUniversity of San Diego Defi…$632MTufts Medical Center, Inc. Retirement Savings Plan - 403(b)Tufts Medical Center, Inc. R…$630MYeshiva University Retirement Income Plan (Basic Plan)Yeshiva University Retiremen…$624MNationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity PlanNationwide Children's Hospit…$623M
End-of-year total assets ($M) among Yeshiva University Retirement Income Plan (Basic Plan) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$754M
Net Assets (End of Year)$624M
Net Income-$130M
Employer EIN131624225
Plan Effective Date1957-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yeshiva University)

Sponsor-wide plan assets over time

All Yeshiva University plans reported in each filing year

Latest sponsor-wide plan assets
$830M 18.775308644715995% vs 2022
2024 filing year
$650M$700M$750M$800M$850M 202220232024 $699M $830M ▲ +18.8%
Year Plans Participants Total Assets
2022 2 1,877 $699M
2023 2 1,972 $769M
2024 2 2,165 $830M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Yeshiva University Retirement Income Plan (Basic Plan) vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 0246810 Total assets ($B) Participants Yeshiva University Retirement Income Plan (Basic Plan), Total assets ($B): 0.623957132 · Participants: 1786Yeshiva University Retirement Income Plan (Basic Plan)Northwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Yeshiva University Retirement Income Plan (Basic Plan) vs. nearby Other plans in New York, assets vs. participants

Yeshiva University Retirement Income Plan (Basic Plan)'s out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan in OH ($623M); by covered participants it is Womans Hospital Foundation 403(b) Retirement Savings Plan in LA (1,786 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Yeshiva University Retirement Income Plan (Basic Plan) assets move in 2022?
Yeshiva University Retirement Income Plan (Basic Plan) declined sharply - down 17.3% during 2022, from $754M to $624M. Reported net income was -$130M.
How have Yeshiva University plan assets changed over time?
Across 3 plan years on file (2022-2024), Yeshiva University's sponsor-wide assets grew 18.8%, from $699M to $830M.
Where does Yeshiva University Retirement Income Plan (Basic Plan) rank by assets among Form 5500 filers?
Yeshiva University Retirement Income Plan (Basic Plan) ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Yeshiva University Retirement Income Plan (Basic Plan)?
Among Other plans in other states, the closest by assets is Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan in OH ($623M, 9,522 participants).
Which Other plans cover a similar participant headcount to Yeshiva University Retirement Income Plan (Basic Plan)?
Among Other plans in other states, the closest by covered participants is Womans Hospital Foundation 403(b) Retirement Savings Plan in LA (1,786 participants, $164M in assets).