Other · DOL Form 5500 · 2022
Yale University Retirement Plan
Data updated 2026-08-25
- $6.4B
- Total assets Very large vs avg
- 11,281
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $568,901
- Avg per participant High balance/head
Official DOL plan name: Yale University Retirement Account Plan · Sponsored by Yale University · Connecticut · Educational Services
$6.4B in assets, 11,281 participants
Yale University's Yale University Retirement Account Plan reported $6.4B in total assets and 11,281 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #4,021 in Educational Services (4,024 peers)
Coverage in Connecticut
Yale University Retirement Account Plan covers 11,281 participants in Connecticut, 16x the typical Connecticut plan (state average ~718 per filing). Assets: $6.4B.
- #4,021
- in Educational Services (4,024 peers)
- -9.5%
- assets change YoY
- 64×
- vs typical plan assets (national mean)
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.
Yale University Retirement Account Plan's outsized position by total assets
Yale University Retirement Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,417,767,985 Highest reported value at or above every one 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 University Retirement Account 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 University Retirement Account Plan is a mega filing (11,281 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 060646973 · Yale University PY 2022 · Other
Yale University Retirement Account Plan · $6.4B · 11,281 · 100th
- PART $6.4B
- PART 11,281
- PART 100th
- PART Other
- PART near University of Rochester Retirement Program
- PART ind #4021
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 Connecticut →
Yale University Retirement Account Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $7.1B |
|---|---|
| Net Assets (End of Year) | $6.4B |
| Net Income | -$672M |
| Employer EIN | 060646973 |
| Plan Effective Date | 1920-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yale University)
Sponsor-wide plan assets over time
All Yale University plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.1B 25.296867123860967% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 41,227 | $9.7B |
| 2023 | 4 | 44,668 | $10.8B |
| 2024 | 4 | 47,387 | $12.1B |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- 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
- Hartford Healthcare 403(b)Plan $610M · 5,141
- Wesleyan University Retirement Plan $607M · 1,087
Scale composition for Yale University Retirement Account Plan
Yale University Retirement Account Plan reports $6.4B in end-of-year assets across 11,281 participants (0.052% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $568,901 per participant (4.1x the national average assets-per-participant) . Net income for plan year 2022 was -$672M.
This plan identity (EIN 060646973, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $6.4B to $8.3B (+30.0%) while covered participants moved from 11,281 to 13,197 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,281 | $6.4B | This page |
| 2023 | 12,259 | $7.4B | Open filing |
| 2024 · index core | 13,197 | $8.3B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Yale University Retirement Account Plan (Other, $8.3B, 13,197 participants)
- Yale University Retirement Plan for Staff Employees (Defined Benefit (Pension), $2.3B, 7,789 participants)
- Yale University Tax-Deferred 403(b) Savings Plan (Other, $874M, 20,269 participants)
- Yale University Matching Retirement Plan (Other, $602M, 6,132 participants)
Yale University Retirement Account Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is University of Rochester Retirement Program in NY ($6.4B); by covered participants it is Presbyterian Healthcare Services 403(b) Plan in NM (11,300 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6.4B here).
- University of Rochester Retirement Program (NY) $6.4B · 27,581
- Cleveland Clinic Savings and Investment Plan (OH) $6.3B · 51,726
- Johns Hopkins University 403(b) Plan (MD) $6.7B · 26,366
- Washington University Retirement Savings Plan (IL) $5.9B · 15,925
Similar participant headcount
Nearest other-state filings by covered participants (11,281 participants); asset peers above are excluded.
- Presbyterian Healthcare Services 403(b) Plan (NM) 11,300 · 19 off
- 403(b) Retirement Savings Plan for Integris Health, Inc. (OK) 11,261 · 20 off
- Baptist Health System, Inc. Matched Savings Plan (FL) 11,219 · 62 off
- Board of Electrical Workers Local #26 I.a. Individual Account Plan (MD) 11,128 · 153 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.