Other · DOL Form 5500 · 2023
Yale University Retirement Plan
Data updated 2026-08-11
- $539M
- Total assets
- 6,059
- Participants
- 98th
- Percentile by assets
- $88,931
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $539M
- total plan assets (2023 EOY)
- 6,059
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $88,931
- avg assets per participant
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.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Yale University Matching Retirement Plan reports 6,059 participants - 8.4x that state average ($539M EOY assets).
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)
| 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 Matching Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Yale University Matching Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Yale University Matching Retirement Plan assets move in 2023? ▼
How have Yale University plan assets changed over time? ▼
Where does Yale University Matching Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Yale University Matching Retirement Plan? ▼
Next read for Yale University Matching Retirement Plan
Filing takeaways
Ways to act on Yale University Matching Retirement Plan's numbers.
- By total assets, Yale University Matching Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- Yale University's sponsor-wide assets have grown 25.3% since 2022 across 3 plan years on file. More Educational Services plans