Other · DOL Form 5500 · 2023
Yale University Retirement Plan
Data updated 2026-08-25
- $840M
- Total assets Above avg plan size
- 18,754
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $44,795
- Avg per participant Low balance/head
Official DOL plan name: Yale University Tax-Deferred 403(b) Savings Plan · Sponsored by Yale University · Connecticut · Educational Services
$840M in assets, 18,754 participants
Yale University's Yale University Tax-Deferred 403(b) Savings Plan reported $840M in total assets and 18,754 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.
- #3,654 in Educational Services (3,735 peers)
Coverage in Connecticut
Yale University Tax-Deferred 403(b) Savings Plan covers 18,754 participants in Connecticut, 26x the typical Connecticut plan (state average ~718 per filing). Assets: $840M.
- #3,654
- in Educational Services (3,735 peers)
- +7.0%
- assets growth YoY
- 8.4×
- vs typical plan assets (national mean)
Yale University Tax-Deferred 403(b) Savings Plan's outsized position by total assets
Yale University Tax-Deferred 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$840,086,772 Top 2% higher than 98% 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 Tax-Deferred 403(b) 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 University Tax-Deferred 403(b) Savings Plan is a mega filing (18,754 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Yale University Tax-Deferred 403(b) Savings Plan reported net income rose from -$81M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Yale University Tax-Deferred 403(b) Savings Plan reported participants rose from 16,785 in the plan year 2022 filing to 18,754 in the plan year 2023 filing.
- Yale University Tax-Deferred 403(b) Savings Plan end-of-year assets rose from $785M in the plan year 2022 filing to $840M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 060646973 · Yale University PY 2023 · Other
Yale University Tax-Deferred 403(b) Savings Plan · $840M · 18,754 · 98th
- EBSA $840M
- EBSA 18,754
- EBSA 98th
- EBSA Other
- EBSA near Prisma Health 401(a) Plan
- EBSA ind #3654
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 Tax-Deferred 403(b) Savings Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $785M |
|---|---|
| Net Assets (End of Year) | $840M |
| Net Income | $55M |
| Employer EIN | 060646973 |
| Plan Effective Date | 1978-01-01 |
| 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 University Retirement Account Plan $7.4B · 12,259
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.0B · 22,121
- 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 Tax-Deferred 403(b) Savings Plan
Yale University Tax-Deferred 403(b) Savings Plan reports $840M in end-of-year assets across 18,754 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $44,795 per participant (32% of the national average assets-per-participant) . Net income for plan year 2023 was $55M.
This plan identity (EIN 060646973, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $785M to $874M (+11.3%) while covered participants moved from 16,785 to 20,269 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 16,785 | $785M | Open filing |
| 2023 | 18,754 | $840M | This page |
| 2024 · index core | 20,269 | $874M | 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 Tax-Deferred 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Prisma Health 401(a) Plan in SC ($838M); by covered participants it is St. Luke's Health Network 403(b) Plan in PA (18,569 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($840M here).
- Prisma Health 401(a) Plan (SC) $838M · 21,235
- Cox Savings Incentive Plan (MO) $836M · 12,220
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan (NY) $834M · 10,171
- El Camino Hospital 403(b) Retirement Plan (CA) $834M · 4,033
Similar participant headcount
Nearest other-state filings by covered participants (18,754 participants); asset peers above are excluded.
- St. Luke's Health Network 403(b) Plan (PA) 18,569 · 185 off
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan (NC) 18,961 · 207 off
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) 19,016 · 262 off
- Sharpsaver Defined Contribution Plan (CA) 19,173 · 419 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.