Other · DOL Form 5500 · 2023

Yeshiva University Retirement Plan

Data updated 2026-08-25

$684M
Total assets Above avg plan size
1,895
Participants Near avg headcount
98th
Percentile by assets National rank
$361,071
Avg per participant High balance/head
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Official DOL plan name: Yeshiva University Retirement Income Plan (Basic Plan) · Sponsored by Yeshiva University · New York · Educational Services

$684M in assets, 1,895 participants

Yeshiva University's Yeshiva University Retirement Income Plan (Basic Plan) reported $684M in total assets and 1,895 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.

  • #3,633 in Educational Services (3,735 peers)

Coverage in New York

Yeshiva University Retirement Income Plan (Basic Plan) covers 1,895 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $684M.

#3,633
in Educational Services (3,735 peers)
+9.7%
assets growth YoY
6.9×
vs typical plan assets (national mean)

Yeshiva University Retirement Income Plan (Basic Plan)'s outsized position by total assets

Yeshiva University Retirement Income Plan (Basic Plan) vs every filed plan by assets

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

$684,229,537 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

Yeshiva University Retirement Income Plan (Basic 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. Yeshiva University Retirement Income Plan (Basic Plan) lands in the large band (1,895 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yeshiva University Retirement Income Plan (Basic Plan) reported net income rose from -$130M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Yeshiva University Retirement Income Plan (Basic Plan) end-of-year assets rose from $624M in the plan year 2022 filing to $684M in the plan year 2023 filing.
  • Yeshiva University Retirement Income Plan (Basic Plan) reported participants rose from 1,786 in the plan year 2022 filing to 1,895 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131624225 · Yeshiva University PY 2023 · Other

Yeshiva University Retirement Income Plan (Basic Plan) · $684M · 1,895 · 98th

  • NET $684M
  • NET 1,895
  • NET 98th
  • NET Other
  • NET near Asante 403b Plan
  • NET ind #3633

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 New York →

Yeshiva University Retirement Income Plan (Basic Plan) in the asset neighbourhood

Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) FundIron Workers' Mid-America Su…$689MShriners Hospitals for Children Retirement Savings PlanShriners Hospitals for Child…$688MH. Lee Moffitt Cancer Center and ResearchH. Lee Moffitt Cancer Center…$688MYeshiva University Retirement Income Plan (Basic Plan)Yeshiva University Retiremen…$684MAsante 403b Plan$684M
End-of-year total assets ($M) among Yeshiva University Retirement Income Plan (Basic Plan) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$624M
Net Assets (End of Year)$684M
Net Income$60M
Employer EIN131624225
Plan Effective Date1957-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yeshiva University)

Sponsor-wide plan assets over time

All Yeshiva University plans reported in each filing year

Latest sponsor-wide plan assets
$830M 18.775308644715995% vs 2022
2024 filing year
$650M$700M$750M$800M$850M 202220232024 $699M $830M ▲ +18.8%
Year Plans Participants Total Assets
2022 2 1,877 $699M
2023 2 1,972 $769M
2024 2 2,165 $830M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Yeshiva University Retirement Income Plan (Basic Plan) vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 051015 Total assets ($B) Participants Yeshiva University Retirement Income Plan (Basic Plan), Total assets ($B): 0.684229537 · Participants: 1895Yeshiva University Retirement Income Plan (Basic Plan)Northwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Yeshiva University Retirement Income Plan (Basic Plan) vs. nearby Other plans in New York, assets vs. participants
Compare Yeshiva University Retirement Income Plan (Basic Plan) side-by-side with 3 peers →

Yeshiva University Retirement Income Plan (Basic Plan)'s out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Asante 403b Plan in OR ($684M); by covered participants it is Eya Tax-Sheltered 403(b) Plan in FL (1,895 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($684M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,895 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 Yeshiva University Retirement Income Plan (Basic Plan) assets move in 2023? ▼
Yeshiva University Retirement Income Plan (Basic Plan) grew at a solid clip - up 9.7% during 2023, from $624M to $684M. Reported net income was $60M.
How have Yeshiva University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yeshiva University's sponsor-wide assets grew 18.8%, from $699M to $830M.
Where does Yeshiva University Retirement Income Plan (Basic Plan) rank by assets among Form 5500 filers? ▼
Yeshiva University Retirement Income Plan (Basic 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 Other plans are similar in size to Yeshiva University Retirement Income Plan (Basic Plan)? ▼
Among Other plans in other states, the closest by assets is Asante 403b Plan in OR ($684M, 5,682 participants).
Which Other plans cover a similar participant headcount to Yeshiva University Retirement Income Plan (Basic Plan)? ▼
Among Other plans in other states, the closest by covered participants is Eya Tax-Sheltered 403(b) Plan in FL (1,895 participants, $36M 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 131624225.

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.