Other · DOL Form 5500 · 2022
Yale University Retirement Plan
Data updated 2026-08-25
- $785M
- Total assets Above avg plan size
- 16,785
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $46,791
- Avg per participant Low balance/head
Official DOL plan name: Yale University Tax-Deferred 403(b) Savings Plan · Sponsored by Yale University · Connecticut · Educational Services
$785M in assets, 16,785 participants
Yale University's Yale University Tax-Deferred 403(b) Savings Plan reported $785M in total assets and 16,785 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.
- #3,947 in Educational Services (4,024 peers)
Coverage in Connecticut
Yale University Tax-Deferred 403(b) Savings Plan covers 16,785 participants in Connecticut, 23x the typical Connecticut plan (state average ~718 per filing). Assets: $785M.
- #3,947
- in Educational Services (4,024 peers)
- -9.4%
- assets change YoY
- 7.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $81M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Yale University Tax-Deferred 403(b) Savings Plan's outsized position by total assets
Yale University Tax-Deferred 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$785,386,382 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 University Tax-Deferred 403(b) 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 University Tax-Deferred 403(b) Savings Plan is a mega filing (16,785 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 060646973 · Yale University PY 2022 · Other
Yale University Tax-Deferred 403(b) Savings Plan · $785M · 16,785 · 99th
- PCT $785M
- EIN 16,785
- RANK 99th
- PHOTO Other
- IND near Tower Health 403(b) Plan
- EOY ind #3947
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 Tax-Deferred 403(b) Savings Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $867M |
|---|---|
| Net Assets (End of Year) | $785M |
| Net Income | -$81M |
| Employer EIN | 060646973 |
| Plan Effective Date | 1978-01-01 |
| 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 University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- 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 Tax-Deferred 403(b) Savings Plan
Yale University Tax-Deferred 403(b) Savings Plan reports $785M in end-of-year assets across 16,785 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $46,791 per participant (34% of the national average assets-per-participant) . Net income for plan year 2022 was -$81M.
This plan identity (EIN 060646973, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $785M to $874M (+11.3%) while covered participants moved from 16,785 to 20,269 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 16,785 | $785M | This page |
| 2023 | 18,754 | $840M | Open filing |
| 2024 · index core | 20,269 | $874M | 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 Tax-Deferred 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Tower Health 403(b) Plan in PA ($788M); by covered participants it is Penn State Health Tax Sheltered Annuity Program in PA (16,787 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($785M here).
- Tower Health 403(b) Plan (PA) $788M · 12,324
- Marquette University Retirement Plan (WI) $779M · 2,039
- Tufts University Voluntary Retirement Plan (MA) $796M · 4,023
- St. Lukes Health System Matched 403b Plan (ID) $772M · 15,284
Similar participant headcount
Nearest other-state filings by covered participants (16,785 participants); asset peers above are excluded.
- Penn State Health Tax Sheltered Annuity Program (PA) 16,787 · 2 off
- Columbia University Voluntary Retirement Savings Plan (NY) 16,817 · 32 off
- Henry Ford Health System Heritage 403(b) Plan (MI) 17,067 · 282 off
- Scripps Health 403(b) Plan (CA) 16,497 · 288 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.