Defined Benefit (Pension) · DOL Form 5500 · 2023

The Yale Club of New York City Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
13
Participants Small participant base
46th
Percentile by assets National rank
$412,616
Avg per participant High balance/head
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Official DOL plan name: The Yale Club of New York City Pension Plan · Sponsored by The Yale Club of New York City · New York · Arts, Entertainment & Recreation

$5M in assets, 13 participants

The Yale Club of New York City's The Yale Club of New York City Pension Plan reported $5M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,926 in Arts, Entertainment & Recreation (2,945 peers)

What the 2023 filing shows

The Yale Club of New York City Pension Plan holds $5M for 13 participants - about $412,616 per participant, in the lower half of filed plans by assets.

#1,926
in Arts, Entertainment & Recreation (2,945 peers)
+7.9%
assets growth YoY

The Yale Club of New York City Pension Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Yale Club of New York City Pension Plan vs every filed plan by assets

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

$5,364,005 46th percentile higher than 46% 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

The Yale Club of New York City Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Yale Club of New York City Pension Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Yale Club of New York City Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $392K in the plan year 2023 filing.
  • The Yale Club of New York City Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 131489775 · The Yale Club of New York City PY 2023 · Defined Benefit (Pension)

The Yale Club of New York City Pension Plan · $5M · 13 · 46th

  • PART $5M
  • TYPE 13
  • NET 46th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Pension Plan for the Employees of Edward John Noble Foundation, Inc.
  • BOY ind #1926

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

The Yale Club of New York City Pension Plan in the asset neighbourhood

Chang Dich Lai, M.D., Inc. Defined Benefit Pension PlanChang Dich Lai, M.D., Inc. D…$5MThe Yale Club of New York City Pension PlanThe Yale Club of New York Ci…$5MPension Plan for the Employees of Edward John Noble Foundation, Inc.Pension Plan for the Employe…$5MEye Care Physicians & Surgeons, Inc. Cash Balance PlanEye Care Physicians & Surgeo…$5MEmployee's Pension Plan of Local 731 I B of TEmployee's Pension Plan of L…$5M
End-of-year total assets ($M) among The Yale Club of New York City Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$392K
Employer EIN131489775
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Yale Club of New York City)

Sponsor-wide plan assets over time

All The Yale Club of New York City plans reported in each filing year

Latest sponsor-wide plan assets
$19M 0.9301006659344626% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $19M $19.1M ▲ +0.9%
Year Plans Participants Total Assets
2022 3 260 $19M
2023 3 263 $22M
2024 2 263 $19M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Yale Club of New York City Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Yale Club of New York City Pension Plan, Total assets ($B): 0.005364005 · Participants: 13The Yale Club of New York City Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
The Yale Club of New York City Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Yale Club of New York City Pension Plan side-by-side with 3 peers →

The Yale Club of New York City Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Pension Plan for the Employees of Edward John Noble Foundation, Inc. in CT ($5M); by covered participants it is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 The Yale Club of New York City Pension Plan assets move in 2023? ▼
The Yale Club of New York City Pension Plan grew at a solid clip - up 7.9% during 2023, from $5M to $5M. Reported net income was $392K.
How have The Yale Club of New York City plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Yale Club of New York City's sponsor-wide assets grew 0.9%, from $19M to $19M.
Which Defined Benefit (Pension) plans are similar in size to The Yale Club of New York City Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for the Employees of Edward John Noble Foundation, Inc. in CT ($5M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Yale Club of New York City Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants, $4M 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 131489775.

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.