Other · DOL Form 5500 · 2023

Yeshiva University Retirement Plan

Data updated 2026-08-11

$684M
Total assets
1,895
Participants
98th
Percentile by assets
$361,071
Avg per participant
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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.

  • 98th percentile by assets (of 127,072 plans)
  • #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.

$684M
total plan assets (2023 EOY)
1,895
covered participants
98th
percentile by assets (of 127,072 plans)
$361,071
avg assets per participant

Where Yeshiva University Retirement Income Plan (Basic Plan) sits 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 $2,010,000,000 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

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 →

State
New York
Industry
Educational Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Yeshiva University Retirement Income Plan (Basic Plan) reports 1,895 participants - 2.4x that state average ($684M EOY assets).

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)

$650M$700M$750M$800M$850M 202220232024 $699M $830M ▲ +18.8%
Total plan assets by year, all Yeshiva University plans on file
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

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 R…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
Yeshiva University Retirement Income Plan (Basic Plan) vs. nearby Other plans in New York, assets vs. participants
Compare Yeshiva University Retirement Income Pla… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Yeshiva University Retirement Income Plan (Basic Plan) by total assets, not by location.

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).

Next read for Yeshiva University Retirement Income Pla…

Filing takeaways

Ways to act on Yeshiva University Retirement Income Plan (Basic Plan)'s numbers.

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.