401(k) · DOL Form 5500 · 2023

Yale-New Haven Hospital, Inc. 401(k) Plan

Data updated 2026-08-25

$912M
Total assets Above avg plan size
22,121
Participants Very large workforce
98th
Percentile by assets National rank
$41,212
Avg per participant Low balance/head
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Official DOL plan name: Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan · Sponsored by Yale-New Haven Hospital, Inc. · Connecticut · Healthcare & Social Assistance

$912M in assets, 22,121 participants

Yale-New Haven Hospital, Inc.'s Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan reported $912M in total assets and 22,121 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,451 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan covers 22,121 participants in Connecticut, 31x the typical Connecticut plan (state average ~718 per filing). Assets: $912M.

#17,451
in Healthcare & Social Assistance (17,684 peers)
+22.7%
assets growth YoY
9.1×
vs typical plan assets (national mean)

Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan's outsized position by total assets

Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$911,642,465 Top 2% higher than 98% of 127,068 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 2023

Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan is a mega filing (22,121 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan reported net income rose from -$110M in the plan year 2022 filing to $169M in the plan year 2023 filing.
  • Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan end-of-year assets rose from $743M in the plan year 2022 filing to $912M in the plan year 2023 filing.
  • Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan reported participants fell from 22,661 in the plan year 2022 filing to 22,121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 060646652 · Yale-New Haven Hospital, Inc. PY 2023 · 401(k)

Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan · $912M · 22,121 · 98th

  • EBSA $912M
  • PART 22,121
  • TYPE 98th
  • NET 401(k)
  • BOOK near Guardian Retirement Investment Plan
  • VS-ST ind #17451

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 Hospital and Tax-Exempt Affliliates Retirement Savings Plan in the asset neighbourhood

Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings PlanYale-New Haven Hospital and …$912MGuardian Retirement Investment PlanGuardian Retirement Investme…$911MYum Brands 401(k) Plan$911MThe Giant Company 401(k) Plan$910MBrotherhood of Locomotive Engineers 401(k) Savings Employees of Csx Transportation Inc.Brotherhood of Locomotive En…$910M
End-of-year total assets ($M) among Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$743M
Net Assets (End of Year)$912M
Net Income$169M
Employer EIN060646652
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yale-New Haven Hospital, Inc.)

Sponsor-wide plan assets over time

All Yale-New Haven Hospital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3.4B 16.36294893949998% vs 2022
2024 filing year
$2.8B$3B$3.2B$3.4B$3.6B 202220232024 $2.91B $3.39B ▲ +16.5%
Year Plans Participants Total Assets
2022 3 61,866 $2.9B
2023 3 61,429 $3.5B
2024 2 44,894 $3.4B

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -200204060 Total assets ($B) Participants Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan, Total assets ($B): 0.911642465 · Participants: 22121Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan side-by-side with 3 peers →

Scale composition for Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan

Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan reports $912M in end-of-year assets across 22,121 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.024% of 93,925,755 covered participants) - about $41,212 per participant (30% of the national average assets-per-participant) . Net income for plan year 2023 was $169M.

This plan identity (EIN 060646652, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $743M to $1.1B (+44.6%) while covered participants moved from 22,661 to 22,447 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 22,661 $743M Open filing
2023 22,121 $912M This page
2024 · index core 22,447 $1.1B Open filing

The same sponsor also keeps 3 other index-core plans on PlainRetire:

Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Guardian Retirement Investment Plan in NY ($911M); by covered participants it is Learning Care Group Retirement Savings Plan in MI (22,115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($912M here).

Similar participant headcount

Nearest other-state filings by covered participants (22,121 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan assets move in 2023? ▼
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan grew sharply - up 22.7% during 2023, from $743M to $912M. Reported net income was $169M.
How have Yale-New Haven Hospital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yale-New Haven Hospital, Inc.'s sponsor-wide assets grew 16.4%, from $2.9B to $3.4B.
Where does Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Guardian Retirement Investment Plan in NY ($911M, 5,762 participants).
Which 401(k) plans cover a similar participant headcount to Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Learning Care Group Retirement Savings Plan in MI (22,115 participants, $89M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060646652.

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.