Other · DOL Form 5500 · 2022
Yale University Retirement Plan
Data updated 2026-08-25
- $462M
- Total assets Above avg plan size
- 5,701
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $81,027
- Avg per participant Below avg balance/head
Official DOL plan name: Yale University Matching Retirement Plan · Sponsored by Yale University · Connecticut · Educational Services
$462M in assets, 5,701 participants
Yale University's Yale University Matching Retirement Plan reported $462M in total assets and 5,701 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.
- #3,891 in Educational Services (4,024 peers)
Coverage in Connecticut
Yale University Matching Retirement Plan covers 5,701 participants in Connecticut, 7.9x the typical Connecticut plan (state average ~718 per filing). Assets: $462M.
- #3,891
- in Educational Services (4,024 peers)
- -10.5%
- assets change YoY
- 4.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $54M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Yale University Matching Retirement Plan's outsized position by total assets
Yale University Matching Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$461,936,585 Top 2% higher than 98% 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 Matching Retirement 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. Yale University Matching Retirement Plan lands in the large band (5,701 participants).
Plan-year Form 5500 strip
Filing strip 060646973 · Yale University PY 2022 · Other
Yale University Matching Retirement Plan · $462M · 5,701 · 98th
- PART $462M
- PART 5,701
- PART 98th
- PART Other
- PART near Teachers College, Columbia University DC Retirement Plan
- PART ind #3891
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 Matching Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $516M |
|---|---|
| Net Assets (End of Year) | $462M |
| Net Income | -$54M |
| Employer EIN | 060646973 |
| Plan Effective Date | 1998-01-01 |
| 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
- 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
Scale composition for Yale University Matching Retirement Plan
Yale University Matching Retirement Plan reports $462M in end-of-year assets across 5,701 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $81,027 per participant (59% of the national average assets-per-participant) . Net income for plan year 2022 was -$54M.
This plan identity (EIN 060646973, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $462M to $602M (+30.3%) while covered participants moved from 5,701 to 6,132 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,701 | $462M | This page |
| 2023 | 6,059 | $539M | Open filing |
| 2024 · index core | 6,132 | $602M | 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 Matching Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Teachers College, Columbia University DC Retirement Plan in NY ($462M); by covered participants it is Asante 403b Plan in OR (5,704 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($462M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,701 participants); asset peers above are excluded.
- Asante 403b Plan (OR) 5,704 · 3 off
- Medisys Health Network, Inc. 403(b) Plan (NY) 5,698 · 3 off
- Roper St. Francis Healthcare 403(b) Plan (SC) 5,671 · 30 off
- Luminis Health Retirement Plan (MD) 5,732 · 31 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.