Defined Benefit (Pension) · DOL Form 5500 · 2023

Yale University Pension Plan

Data updated 2026-08-25

$2.0B
Total assets Very large vs avg
7,596
Participants Very large workforce
99th
Percentile by assets National rank
$269,728
Avg per participant High balance/head
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Official DOL plan name: Yale University Retirement Plan for Staff Employees · Sponsored by Yale University · Connecticut · Educational Services

$2.0B in assets, 7,596 participants

Yale University's Yale University Retirement Plan for Staff Employees reported $2.0B in total assets and 7,596 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #3,699 in Educational Services (3,735 peers)

Coverage in Connecticut

Yale University Retirement Plan for Staff Employees covers 7,596 participants in Connecticut, 11x the typical Connecticut plan (state average ~718 per filing). Assets: $2.0B.

#3,699
in Educational Services (3,735 peers)
+2.8%
assets growth YoY
21×
vs typical plan assets (national mean)

Yale University Retirement Plan for Staff Employees's outsized position by total assets

Yale University Retirement Plan for Staff Employees vs every filed plan by assets

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

$2,048,851,275 Top 1% higher than 99% 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

Yale University Retirement Plan for Staff Employees'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. Yale University Retirement Plan for Staff Employees lands in the large band (7,596 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yale University Retirement Plan for Staff Employees reported net income rose from $66M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • Yale University Retirement Plan for Staff Employees end-of-year assets rose from $2.0B in the plan year 2022 filing to $2.0B in the plan year 2023 filing.
  • Yale University Retirement Plan for Staff Employees reported participants rose from 7,460 in the plan year 2022 filing to 7,596 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060646973 · Yale University PY 2023 · Defined Benefit (Pension)

Yale University Retirement Plan for Staff Employees · $2.0B · 7,596 · 99th

  • EOY $2.0B
  • EOY 7,596
  • EOY 99th
  • EOY Defined Benefit (Pension)
  • EOY near The Kroger Consolidated Retirement Benefit Plan Spin Off
  • EOY ind #3699

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 →

Yale University Retirement Plan for Staff Employees in the asset neighbourhood

Celanese Americas Retirement Pension PlanCelanese Americas Retirement…$2.1BMarathon Petroleum Retirement PlanMarathon Petroleum Retiremen…$2.1BYale University Retirement Plan for Staff EmployeesYale University Retirement P…$2.0BThe Kroger Consolidated Retirement Benefit Plan Spin OffThe Kroger Consolidated Reti…$2.1BNavy Federal Credit Union Employees' Retirement PlanNavy Federal Credit Union Em…$2.0B
End-of-year total assets ($B) among Yale University Retirement Plan for Staff Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$2.0B
Net Assets (End of Year)$2.0B
Net Income$73M
Employer EIN060646973
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yale University)

Sponsor-wide plan assets over time

All Yale University plans reported in each filing year

Latest sponsor-wide plan assets
$12.1B 25.296867123860967% vs 2022
2024 filing year
$9B$10B$11B$12B$13B 202220232024 $9.66B $12.1B ▲ +25.3%
Year Plans Participants Total Assets
2022 4 41,227 $9.7B
2023 4 44,668 $10.8B
2024 4 47,387 $12.1B

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Yale University Retirement Plan for Staff Employees vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -1001020304050 Total assets ($B) Participants Yale University Retirement Plan for Staff Employees, Total assets ($B): 2.048851275 · Participants: 7596Yale University Retirement Plan for Staff EmployeesRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Yale University Retirement Plan for Staff Employees vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Yale University Retirement Plan for Staff Employees side-by-side with 3 peers →

Scale composition for Yale University Retirement Plan for Staff Employees

Yale University Retirement Plan for Staff Employees reports $2.0B in end-of-year assets across 7,596 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $269,728 per participant (2.0x the national average assets-per-participant) . Net income for plan year 2023 was $73M.

This plan identity (EIN 060646973, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.3B (+14.5%) while covered participants moved from 7,460 to 7,789 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,460 $2.0B Open filing
2023 7,596 $2.0B This page
2024 · index core 7,789 $2.3B Open filing

The same sponsor also keeps 4 other index-core plans on PlainRetire:

Yale University Retirement Plan for Staff Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is The Kroger Consolidated Retirement Benefit Plan Spin Off in OH ($2.1B); by covered participants it is SEIU Local No. 4 Pension Fund in IL (7,623 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (7,596 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 Yale University Retirement Plan for Staff Employees assets move in 2023? ▼
Yale University Retirement Plan for Staff Employees edged up modestly - up 2.8% during 2023, from $2.0B to $2.0B. Reported net income was $73M.
How have Yale University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yale University's sponsor-wide assets grew 25.3%, from $9.7B to $12.1B.
Where does Yale University Retirement Plan for Staff Employees rank by assets among Form 5500 filers? ▼
Yale University Retirement Plan for Staff Employees ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Yale University Retirement Plan for Staff Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Kroger Consolidated Retirement Benefit Plan Spin Off in OH ($2.1B, 4,341 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Yale University Retirement Plan for Staff Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is SEIU Local No. 4 Pension Fund in IL (7,623 participants, $81M 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 060646973.

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.