Other · DOL Form 5500 · 2023
Yale University Retirement Plan
Data updated 2026-08-25
- $539M
- Total assets Above avg plan size
- 6,059
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $88,931
- Avg per participant Below avg balance/head
Official DOL plan name: Yale University Matching Retirement Plan · Sponsored by Yale University · Connecticut · Educational Services
$539M in assets, 6,059 participants
Yale University's Yale University Matching Retirement Plan reported $539M in total assets and 6,059 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.
- #3,607 in Educational Services (3,735 peers)
Coverage in Connecticut
Yale University Matching Retirement Plan covers 6,059 participants in Connecticut, 8.4x the typical Connecticut plan (state average ~718 per filing). Assets: $539M.
- #3,607
- in Educational Services (3,735 peers)
- +16.6%
- assets growth YoY
- 5.4×
- vs typical plan assets (national mean)
Yale University Matching Retirement Plan's outsized position by total assets
Yale University Matching Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$538,833,297 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 Matching Retirement Plan's large-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 Matching Retirement Plan lands in the large band (6,059 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Yale University Matching Retirement Plan reported net income rose from -$54M in the plan year 2022 filing to $77M in the plan year 2023 filing.
- Yale University Matching Retirement Plan end-of-year assets rose from $462M in the plan year 2022 filing to $539M in the plan year 2023 filing.
- Yale University Matching Retirement Plan reported participants rose from 5,701 in the plan year 2022 filing to 6,059 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 060646973 · Yale University PY 2023 · Other
Yale University Matching Retirement Plan · $539M · 6,059 · 98th
- EBSA $539M
- EBSA 6,059
- EBSA 98th
- EBSA Other
- EBSA near Greater Pennsylvania Carpenters' Annuity and Savings Fund
- EBSA ind #3607
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 Matching Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $462M |
|---|---|
| Net Assets (End of Year) | $539M |
| Net Income | $77M |
| Employer EIN | 060646973 |
| Plan Effective Date | 1998-01-01 |
| 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
- 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
Scale composition for Yale University Matching Retirement Plan
Yale University Matching Retirement Plan reports $539M in end-of-year assets across 6,059 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $88,931 per participant (64% of the national average assets-per-participant) . Net income for plan year 2023 was $77M.
This plan identity (EIN 060646973, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $462M to $602M (+30.3%) while covered participants moved from 5,701 to 6,132 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,701 | $462M | Open filing |
| 2023 | 6,059 | $539M | This page |
| 2024 · index core | 6,132 | $602M | 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 Matching Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Greater Pennsylvania Carpenters' Annuity and Savings Fund in PA ($541M); by covered participants it is Thedacare Retirement and 403(b) Savings Plan in WI (6,021 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($539M here).
- Greater Pennsylvania Carpenters' Annuity and Savings Fund (PA) $541M · 17,854
- Tulane University Tax Deferral 403(b) Retirement Plan (LA) $542M · 7,483
- Southeastern Carpenters and Millwrights Pension Plan (TN) $535M · 2,882
- Henry M. Jackson Foundation Defined Contribution Retirement Plan (MD) $534M · 2,255
Similar participant headcount
Nearest other-state filings by covered participants (6,059 participants); asset peers above are excluded.
- Thedacare Retirement and 403(b) Savings Plan (WI) 6,021 · 38 off
- Kaiser Permanente Washington 403(b) Plan (CA) 6,098 · 39 off
- Valley Health System Employee Contributory 403(b) Plan (VA) 6,102 · 43 off
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan (TN) 6,010 · 49 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.