Other · DOL Form 5500 · 2023
Yale University Retirement Plan
Data updated 2026-08-25
- $7.4B
- Total assets Very large vs avg
- 12,259
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $604,200
- Avg per participant High balance/head
Official DOL plan name: Yale University Retirement Account Plan · Sponsored by Yale University · Connecticut · Educational Services
$7.4B in assets, 12,259 participants
Yale University's Yale University Retirement Account Plan reported $7.4B in total assets and 12,259 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #3,732 in Educational Services (3,735 peers)
Coverage in Connecticut
Yale University Retirement Account Plan covers 12,259 participants in Connecticut, 17x the typical Connecticut plan (state average ~718 per filing). Assets: $7.4B.
- #3,732
- in Educational Services (3,735 peers)
- +15.4%
- assets growth YoY
- 74×
- vs typical plan assets (national mean)
Yale University Retirement Account Plan's outsized position by total assets
Yale University Retirement Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,406,887,292 Highest reported value at or above every one of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Yale University Retirement Account 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 University Retirement Account Plan is a mega filing (12,259 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Yale University Retirement Account Plan reported net income rose from -$672M in the plan year 2022 filing to $989M in the plan year 2023 filing.
- Yale University Retirement Account Plan end-of-year assets rose from $6.4B in the plan year 2022 filing to $7.4B in the plan year 2023 filing.
- Yale University Retirement Account Plan reported participants rose from 11,281 in the plan year 2022 filing to 12,259 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 060646973 · Yale University PY 2023 · Other
Yale University Retirement Account Plan · $7.4B · 12,259 · 100th
- VS-ST $7.4B
- BOY 12,259
- SCH 100th
- EBSA Other
- PART near Cleveland Clinic Savings and Investment Plan
- TYPE ind #3732
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 →
Yale University Retirement Account Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $6.4B |
|---|---|
| Net Assets (End of Year) | $7.4B |
| Net Income | $989M |
| Employer EIN | 060646973 |
| Plan Effective Date | 1920-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yale University)
Sponsor-wide plan assets over time
All Yale University plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.1B 25.296867123860967% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 41,227 | $9.7B |
| 2023 | 4 | 44,668 | $10.8B |
| 2024 | 4 | 47,387 | $12.1B |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.0B · 22,121
- Yale University Tax-Deferred 403(b) Savings Plan $840M · 18,754
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $705M · 2,287
- Hartford Healthcare 403(b)Plan $643M · 5,192
- Wesleyan University Retirement Plan $633M · 1,517
Scale composition for Yale University Retirement Account Plan
Yale University Retirement Account Plan reports $7.4B in end-of-year assets across 12,259 participants (0.060% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $604,200 per participant (4.4x the national average assets-per-participant) . Net income for plan year 2023 was $989M.
This plan identity (EIN 060646973, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $6.4B to $8.3B (+30.0%) while covered participants moved from 11,281 to 13,197 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,281 | $6.4B | Open filing |
| 2023 | 12,259 | $7.4B | This page |
| 2024 · index core | 13,197 | $8.3B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Yale University Retirement Account Plan (Other, $8.3B, 13,197 participants)
- Yale University Retirement Plan for Staff Employees (Defined Benefit (Pension), $2.3B, 7,789 participants)
- Yale University Tax-Deferred 403(b) Savings Plan (Other, $874M, 20,269 participants)
- Yale University Matching Retirement Plan (Other, $602M, 6,132 participants)
Yale University Retirement Account Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Cleveland Clinic Savings and Investment Plan in OH ($7.5B); by covered participants it is Cox Savings Incentive Plan in MO (12,220 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7.4B here).
- Cleveland Clinic Savings and Investment Plan (OH) $7.5B · 54,690
- University of Rochester Retirement Program (NY) $7.2B · 28,970
- Johns Hopkins University 403(b) Plan (MD) $7.8B · 25,369
- Washington University Retirement Savings Plan (MO) $6.7B · 25,521
Similar participant headcount
Nearest other-state filings by covered participants (12,259 participants); asset peers above are excluded.
- Cox Savings Incentive Plan (MO) 12,220 · 39 off
- Baptist Health System, Inc. Matched Savings Plan (FL) 12,311 · 52 off
- Devereux Defined Contribution Retirement Plan (PA) 12,312 · 53 off
- Northwestern University Voluntary Savings Plan (IL) 12,335 · 76 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.