Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

YALE NEW HAVEN HEALTH SYSTEM PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

YALE NEW HAVEN HEALTH SERVICES CORPORATION

This Defined Benefit (Pension) plan holds $377M in total assets and serves 456 participants as of 2022. It is sponsored by YALE NEW HAVEN HEALTH SERVICES CORPORATION in Connecticut. The plan reported a net loss of $24M for the year.

Total Assets (2023)
$377M
Participants
456
State
Industry
Healthcare & Social Assistance

What the Filing Says About YALE NEW HAVEN HEALTH SYSTEM PENSION PLAN

YALE NEW HAVEN HEALTH SYSTEM PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by YALE NEW HAVEN HEALTH SERVICES CORPORATION, headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $377M in total end-of-year assets and covers 456 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 222529464, and the plan has been effective since 1957-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $232M at the beginning of 2022 to $377M at year-end — a gain of 62.8%. Net assets (after liabilities) closed the year at $377M, with reported net income of $-24,187,024 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$232M
Total Assets (End of Year)$377M
Net Assets (End of Year)$377M
Net Income$-24,187,024
Plan TypeDefined Benefit (Pension)
Employer EIN222529464
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (YALE NEW HAVEN HEALTH SERVICES CORPORATION)

Year Plans Participants Total Assets
2022 1 456 $377M
2023 1 869 $432M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Frequently Asked Questions

How much money is in the YALE NEW HAVEN HEALTH SYSTEM PENSION PLAN?
As of the 2022 Form 5500 filing, YALE NEW HAVEN HEALTH SYSTEM PENSION PLAN holds $377M in total assets with 456 participants. It is sponsored by YALE NEW HAVEN HEALTH SERVICES CORPORATION.
What type of plan is YALE NEW HAVEN HEALTH SYSTEM PENSION PLAN?
YALE NEW HAVEN HEALTH SYSTEM PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1957-01-01. The plan is filed with the U.S. Department of Labor under EIN 222529464.
Who sponsors the YALE NEW HAVEN HEALTH SYSTEM PENSION PLAN?
YALE NEW HAVEN HEALTH SYSTEM PENSION PLAN is sponsored by YALE NEW HAVEN HEALTH SERVICES CORPORATION, located in Connecticut. The sponsor's EIN is 222529464 and the plan operates in the Healthcare & Social Assistance industry.
How did YALE NEW HAVEN HEALTH SYSTEM PENSION PLAN perform in 2022?
YALE NEW HAVEN HEALTH SYSTEM PENSION PLAN grew by 62.8% during 2022, moving from $232M to $377M in total assets. Net income was $-24,187,024.
Where can I find official filings for YALE NEW HAVEN HEALTH SYSTEM PENSION PLAN?
Official Form 5500 filings for YALE NEW HAVEN HEALTH SYSTEM PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 222529464 or plan name at efast.dol.gov.
How does YALE NEW HAVEN HEALTH SYSTEM PENSION PLAN compare to other plans?
You can compare YALE NEW HAVEN HEALTH SYSTEM PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 222529464.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.