Other · DOL Form 5500 · 2022
University of New Haven Retirement Plan
Data updated 2026-08-25
- $260M
- Total assets Near avg plan size
- 852
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $305,239
- Avg per participant High balance/head
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.
- #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.
- #3,789
- in Educational Services (4,024 peers)
- +7.8%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
University of New Haven Retirement and 403(b) Savings Plan's outsized position by total assets
University of New Haven Retirement and 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$260,063,925 Top 4% higher than 96% 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
University of New Haven Retirement and 403(b) Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of New Haven Retirement and 403(b) Savings Plan sits mid-pack in the medium band (852 participants).
Form 5500 schedule snapshot
Filing strip 060761704 · University of New Haven PY 2022 · Other
University of New Haven Retirement and 403(b) Savings Plan · $260M · 852 · 96th
- IND $260M
- IND 852
- IND 96th
- IND Other
- IND near Peacehealth Southwest Medical Center Retirement Savings Plan
- IND ind #3789
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 →
University of New Haven Retirement and 403(b) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $241M |
|---|---|
| Net Assets (End of Year) | $260M |
| Net Income | $19M |
| Employer EIN | 060761704 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of New Haven)
Sponsor-wide plan assets over time
All University of New Haven plans reported in each filing year
- Latest sponsor-wide plan assets
- $318M 22.240408776419105% vs 2022
- 2024 filing year
| 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.
- 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
University of New Haven Retirement and 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Peacehealth Southwest Medical Center Retirement Savings Plan in WA ($260M); by covered participants it is Emergent Health Partners 403(b) Retirement Plan in MI (854 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($260M here).
- Peacehealth Southwest Medical Center Retirement Savings Plan (WA) $260M · 3,224
- The Urban Institute Retirement Plan (DC) $260M · 598
- Tulane University Staff 403(b) Retirement Plan (LA) $261M · 3,481
- Blessing Corporate Services Employees Savings Plan (IL) $259M · 3,579
Similar participant headcount
Nearest other-state filings by covered participants (852 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.