Defined Benefit (Pension) · DOL Form 5500 · 2022

The Yale Club of New York City Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
13
Participants Small participant base
50th
Percentile by assets National rank
$382,483
Avg per participant High balance/head
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Official DOL plan name: The Yale Club of New York City Pension Plan · Sponsored by The Yale Club of New York City · New York · Arts, Entertainment & Recreation

$5M in assets, 13 participants

The Yale Club of New York City's The Yale Club of New York City Pension Plan reported $5M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,082 in Arts, Entertainment & Recreation (3,077 peers)

2022 asset change

The Yale Club of New York City Pension Plan declined sharply 20.4% in 2022 ($6M → $5M) for 13 participants.

#2,082
in Arts, Entertainment & Recreation (3,077 peers)
-20.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Yale Club of New York City Pension Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Yale Club of New York City Pension Plan vs every filed plan by assets

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

$4,972,276 Top 50% higher than 50% 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

The Yale Club of New York City Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Yale Club of New York City Pension Plan is a small filing (13 participants) on this national headcount ladder.

DOL schedule card

Filing strip 131489775 · The Yale Club of New York City PY 2022 · Defined Benefit (Pension)

The Yale Club of New York City Pension Plan · $5M · 13 · 50th

  • PART $5M
  • TYPE 13
  • NET 50th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Chesapeake Technology, Inc. Defined Benefit Plan
  • BOY ind #2082

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

The Yale Club of New York City Pension Plan in the asset neighbourhood

Retirement Plan for Employees of the Ovid Bell Press, Inc.Retirement Plan for Employee…$5MRetirement Plan for Employees of Advance Ross Electronics CorporationRetirement Plan for Employee…$5MCarrier Process Equipment Group, Inc. Cash Balance PlanCarrier Process Equipment Gr…$5MThe Yale Club of New York City Pension PlanThe Yale Club of New York Ci…$5MChesapeake Technology, Inc. Defined Benefit PlanChesapeake Technology, Inc. …$5M
End-of-year total assets ($M) among The Yale Club of New York City Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

The Yale Club of New York City years around the 2022 move

Sponsor-wide plan assets over time

All The Yale Club of New York City plans reported in each filing year

Latest sponsor-wide plan assets
$19M 0.9301006659344626% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $19M $19.1M ▲ +0.9%
Year Plans Participants Total Assets
2022 3 260 $19M
2023 3 263 $22M
2024 2 263 $19M

2022 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN131489775
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Yale Club of New York City Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants The Yale Club of New York City Pension Plan, Total assets ($B): 0.004972276 · Participants: 13The Yale Club of New York City Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
The Yale Club of New York City Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Yale Club of New York City Pension Plan side-by-side with 3 peers →

The Yale Club of New York City Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Chesapeake Technology, Inc. Defined Benefit Plan in CA ($5M); by covered participants it is Russo Trading Co., Inc. Cash Balance Plan in WI (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

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 The Yale Club of New York City Pension Plan assets move in 2022? ▼
The Yale Club of New York City Pension Plan declined sharply - down 20.4% during 2022, from $6M to $5M. Reported net income was -$1M.
How have The Yale Club of New York City plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Yale Club of New York City's sponsor-wide assets grew 0.9%, from $19M to $19M.
Which Defined Benefit (Pension) plans are similar in size to The Yale Club of New York City Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Chesapeake Technology, Inc. Defined Benefit Plan in CA ($5M, 11 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Yale Club of New York City Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Russo Trading Co., Inc. Cash Balance Plan in WI (13 participants, $648K in assets).

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 131489775.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.