Defined Benefit (Pension) · DOL Form 5500 · 2022
Yale New Haven Health Services Corporation Pension Plan
Data updated 2026-08-25
- $377M
- Total assets Above avg plan size
- 456
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $826,690
- Avg per participant High balance/head
Official DOL plan name: Yale New Haven Health System Pension Plan · Sponsored by Yale New Haven Health Services Corporation · Connecticut · Healthcare & Social Assistance
$377M in assets, 456 participants
Yale New Haven Health Services Corporation's Yale New Haven Health System Pension Plan reported $377M in total assets and 456 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,585 in Healthcare & Social Assistance (20,060 peers)
Where Yale New Haven Health System Pension Plan sits by assets
Yale New Haven Health System Pension Plan sits in the top 5% of all filed plans by assets, $377M for 456 participants (~$826,690/participant), up 62.8% in 2022.
- #19,585
- in Healthcare & Social Assistance (20,060 peers)
- +62.8%
- assets growth YoY
- 3.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Yale New Haven Health System Pension Plan's outsized position by total assets
Yale New Haven Health System Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$376,970,609 Top 3% higher than 97% 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 New Haven Health System Pension 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. Yale New Haven Health System Pension Plan sits mid-pack in the medium band (456 participants).
Published 5500 schedule card
Filing strip 222529464 · Yale New Haven Health Services Corporation PY 2022 · Defined Benefit (Pension)
Yale New Haven Health System Pension Plan · $377M · 456 · 97th
- EIN $377M
- EIN 456
- EIN 97th
- EIN Defined Benefit (Pension)
- EIN near Fmc Technologies, Inc. Employees' Retirement Program
- EIN ind #19585
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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →
Yale New Haven Health System Pension Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $232M |
|---|---|
| Net Assets (End of Year) | $377M |
| Net Income | -$24M |
| Employer EIN | 222529464 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yale New Haven Health Services Corporation)
Sponsor-wide plan assets over time
All Yale New Haven Health Services Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $513M 36.21204325772782% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 456 | $377M |
| 2023 | 1 | 869 | $432M |
| 2024 | 1 | 753 | $513M |
Nearby Defined Benefit (Pension) Plans in Connecticut
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- GE Pension Plan $45.0B · 24,626
- Raytheon Company Pension Plan for Salaried Employees $11.6B · 13,495
- The Citigroup Pension Plan $10.5B · 18,484
- Eversource Pension Plan $5.9B · 4,126
- Retirement Plan for Employees of Aetna Inc. $5.4B · 11,471
Yale New Haven Health System Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Fmc Technologies, Inc. Employees' Retirement Program in TX ($377M); by covered participants it is Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund in NY (456 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($377M here).
- Fmc Technologies, Inc. Employees' Retirement Program (TX) $377M · 399
- Legacy Ghs/Tuomey Pension Plan (SC) $376M · 2,655
- Rr Donnelley Pension Plan (IL) $378M · 3,563
- Kansas City Division Hourly Employees' Pension Plan (NC) $378M · 588
Similar participant headcount
Nearest other-state filings by covered participants (456 participants); asset peers above are excluded.
- Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund (NY) 456 · 0 off
- Laborers' Local No. 1174 Pension Fund (PA) 456 · 0 off
- Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund (PA) 456 · 0 off
- Boca Raton Regional Hospital Employees Pension Plan (FL) 455 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.