Other · DOL Form 5500 · 2022

University of New Haven Retirement Plan

Data updated 2026-08-11

$260M
Total assets
852
Participants
96th
Percentile by assets
$305,239
Avg per participant
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Official DOL plan name: University of New Haven Retirement and 403(b) Savings Plan · Sponsored by University of New Haven · Connecticut · Educational Services

$260M in assets, 852 participants

University of New Haven's University of New Haven Retirement and 403(b) Savings Plan reported $260M in total assets and 852 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 139,126 plans)
  • #3,789 in Educational Services (4,024 peers)

Where University of New Haven Retirement and 403(b) Savings Plan sits by assets

University of New Haven Retirement and 403(b) Savings Plan sits in the top 5% of all filed plans by assets, $260M for 852 participants (~$305,239/participant), up 7.8% in 2022.

$260M
total plan assets (2022 EOY)
852
covered participants
96th
percentile by assets (of 139,126 plans)
$305,239
avg assets per participant

University of New Haven Retirement and 403(b) Savings Plan vs the 2022 asset distribution

By assets, University of New Haven Retirement and 403(b) Savings Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$241M
Net Assets (End of Year)$260M
Net Income$19M
Employer EIN060761704
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of New Haven)

$240M$260M$280M$300M$320M$340M 202220232024 $260M $318M ▲ +22.2%
Total plan assets by year, all University of New Haven plans on file
Year Plans Participants Total Assets
2022 1 852 $260M
2023 1 899 $293M
2024 1 879 $318M

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

University of New Haven Retirement and 403(b) Savings Plan vs. nearby Other plans in Connecticut, assets vs. participants

University of New Haven Retirement and 403(b) Savings Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants University of New Ha…Yale University Reti…Yale-New Haven Hospi…Yale University Tax-…Nuvance Health 403(b…Hartford Healthcare …
University of New Haven Retirement and 403(b) Savings Plan vs. nearby Other plans in Connecticut, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to University of New Haven Retirement and 403(b) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did University of New Haven Retirement and 403(b) Savings Plan assets move in 2022?
University of New Haven Retirement and 403(b) Savings Plan grew at a solid clip - up 7.8% during 2022, from $241M to $260M. Reported net income was $19M.
How have University of New Haven plan assets changed over time?
Across 3 plan years on file (2022-2024), University of New Haven's sponsor-wide assets grew 22.2%, from $260M to $318M.
Where does University of New Haven Retirement and 403(b) Savings Plan rank by assets among Form 5500 filers?
University of New Haven Retirement and 403(b) Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University of New Haven Retirement and 403(b) Savings Plan?
Among Other plans in other states, the closest by assets is Peacehealth Southwest Medical Center Retirement Savings Plan in WA ($260M, 3,224 participants).

Next read for University of New Haven Retirement and 4…

Scale reading

Ways to act on University of New Haven Retirement and 403(b) Savings Plan's numbers.