Other · DOL Form 5500 · 2023
University of New Haven Retirement Plan
Data updated 2026-08-25
- $293M
- Total assets Near avg plan size
- 899
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $325,387
- Avg per participant High balance/head
Official DOL plan name: University of New Haven Retirement and 403(b) Savings Plan · Sponsored by University of New Haven · Connecticut · Educational Services
$293M in assets, 899 participants
University of New Haven's University of New Haven Retirement and 403(b) Savings Plan reported $293M in total assets and 899 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,498 in Educational Services (3,735 peers)
Where University of New Haven Retirement and 403(b) Savings Plan sits by assets
University of New Haven Retirement and 403(b) Savings Plan sits in the top 5% of all filed plans by assets, $293M for 899 participants (~$325,387/participant), up 12.5% in 2023.
- #3,498
- in Educational Services (3,735 peers)
- +12.5%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
University of New Haven Retirement and 403(b) Savings Plan's outsized position by total assets
University of New Haven Retirement and 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$292,522,665 Top 4% higher than 96% 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
University of New Haven Retirement and 403(b) Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of New Haven Retirement and 403(b) Savings Plan sits mid-pack in the medium band (899 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of New Haven Retirement and 403(b) Savings Plan reported net income rose from $19M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- University of New Haven Retirement and 403(b) Savings Plan end-of-year assets rose from $260M in the plan year 2022 filing to $293M in the plan year 2023 filing.
- University of New Haven Retirement and 403(b) Savings Plan reported participants rose from 852 in the plan year 2022 filing to 899 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 060761704 · University of New Haven PY 2023 · Other
University of New Haven Retirement and 403(b) Savings Plan · $293M · 899 · 96th
- BOY $293M
- BOY 899
- BOY 96th
- BOY Other
- BOY near Bon Secours Charity Health System Tax Sheltered Annuity Plan
- BOY ind #3498
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 →
University of New Haven Retirement and 403(b) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $260M |
|---|---|
| Net Assets (End of Year) | $293M |
| Net Income | $32M |
| Employer EIN | 060761704 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of New Haven)
Sponsor-wide plan assets over time
All University of New Haven plans reported in each filing year
- Latest sponsor-wide plan assets
- $318M 22.240408776419105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 852 | $260M |
| 2023 | 1 | 899 | $293M |
| 2024 | 1 | 879 | $318M |
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
University of New Haven Retirement and 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Bon Secours Charity Health System Tax Sheltered Annuity Plan in NY ($292M); by covered participants it is The Maof 403(b) Plan in CA (899 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($293M here).
- Bon Secours Charity Health System Tax Sheltered Annuity Plan (NY) $292M · 3,400
- Gbmc, Inc. Voluntary 403(b) Plan (MD) $292M · 4,231
- Maryland Electrical Industry Severance & Annuity F (WV) $292M · 2,645
- Occidental College 403(b) Retirement Plan (CA) $291M · 1,093
Similar participant headcount
Nearest other-state filings by covered participants (899 participants); asset peers above are excluded.
- The Maof 403(b) Plan (CA) 899 · 0 off
- The Adirondack Health Tax Deferred Annuity Plan (NY) 898 · 1 off
- Harnett Health System, Inc. Supplemental Retirement 403(b) Plan (NC) 896 · 3 off
- Unity Health Care, Inc. 403 (B) Plan (DC) 895 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.