Profit Sharing · DOL Form 5500 · 2022
Yale University Retirement Account Plan
Data updated 2026-05-15
- $6.4B
- Total assets
- 11,281
- Participants
- 100th
- Percentile by assets
- $568,901
- Avg per participant
Sponsored by Yale University · Connecticut · Educational Services
What the 2022 filing shows
Yale University Retirement Account Plan holds $6.4B for 11,281 participants - about $568,901 per participant, among the largest 1% of all filed plans, down 9.5% over the 2022 plan year.
- $6.4B
- total plan assets (2022 EOY)
- 11,281
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $568,901
- avg assets per participant
The plan reported a net loss of $672M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Profit Sharing · DOL Form 5500 · 2022
What the Filing Says About Yale University Retirement Account Plan
Yale University Retirement Account Plan is a Profit Sharing retirement plan sponsored by Yale University, headquartered in Connecticut. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $6.4B in total end-of-year assets and covers 11,281 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 060646973, and the plan has been effective since 1920-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets pulled back noticeably from $7.1B at the beginning of 2022 to $6.4B at year-end - down 9.5%. Net assets (after liabilities) closed the year at $6.4B, with reported net income of -$672M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years Yale University has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $9.7B to $9.8B, a gain of 1.7%, while reported participants moved from 41,227 to 39,598 (-4.0%). The strongest year on file by total sponsor assets was 2023 at $10.8B; the softest was 2022 at $9.7B. Year-by-year, sponsor-wide filings show: 2022 - $9.7B in assets across 4 plans covering 41,227 participants; 2023 - $10.8B in assets across 4 plans covering 44,668 participants; 2024 - $9.8B in assets across 3 plans covering 39,598 participants.
By assets, Yale University Retirement Account Plan outranks nearly all the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 64x the national average plan size of $100M and 730 average participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Yale University Retirement Account Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2022)
| Total Assets (Beginning of Year) | $7.1B |
|---|---|
| Total Assets (End of Year) | $6.4B |
| Net Assets (End of Year) | $6.4B |
| Net Income | -$672M |
| Plan Type | Profit Sharing |
| Employer EIN | 060646973 |
| Plan Effective Date | 1920-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yale University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 41,227 | $9.7B |
| 2023 | 4 | 44,668 | $10.8B |
| 2024 | 3 | 39,598 | $9.8B |
Nearby Profit Sharing Plans in Connecticut
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Ss&c Technologies, Inc. 401(k) Retirement Savings Plan $1.1B · 10,298
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
Frequently Asked Questions
How much money is in the Yale University Retirement Account Plan? ▼
What type of plan is Yale University Retirement Account Plan? ▼
Who sponsors the Yale University Retirement Account Plan? ▼
How did Yale University Retirement Account Plan perform in 2022? ▼
What this filing means
Ways to act on Yale University Retirement Account Plan's numbers.
- By total assets, Yale University Retirement Account Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Connecticut. Compare plans
- Yale University's sponsor-wide assets have grown 1.7% since 2022 across 3 plan years on file. More Educational Services plans
- A Profit Sharing plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060646973.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.