Defined Benefit (Pension) · DOL Form 5500 · 2023
Yale New Haven Health Services Corporation Pension Plan
Data updated 2026-08-25
- $432M
- Total assets Above avg plan size
- 869
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $497,427
- Avg per participant High balance/head
Official DOL plan name: Yale New Haven Health System Pension Plan · Sponsored by Yale New Haven Health Services Corporation · Connecticut · Healthcare & Social Assistance
$432M in assets, 869 participants
Yale New Haven Health Services Corporation's Yale New Haven Health System Pension Plan reported $432M in total assets and 869 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,208 in Healthcare & Social Assistance (17,684 peers)
Where Yale New Haven Health System Pension Plan sits by assets
Yale New Haven Health System Pension Plan sits in the top 5% of all filed plans by assets, $432M for 869 participants (~$497,427/participant), up 14.7% in 2023.
- #17,208
- in Healthcare & Social Assistance (17,684 peers)
- +14.7%
- assets growth YoY
- 4.3×
- vs typical plan assets (national mean)
Yale New Haven Health System Pension Plan's outsized position by total assets
Yale New Haven Health System Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$432,264,185 Top 3% higher than 97% 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
Yale New Haven Health System Pension 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. Yale New Haven Health System Pension Plan sits mid-pack in the medium band (869 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Yale New Haven Health System Pension Plan reported net income rose from -$24M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Yale New Haven Health System Pension Plan reported participants rose from 456 in the plan year 2022 filing to 869 in the plan year 2023 filing.
- Yale New Haven Health System Pension Plan end-of-year assets rose from $377M in the plan year 2022 filing to $432M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 222529464 · Yale New Haven Health Services Corporation PY 2023 · Defined Benefit (Pension)
Yale New Haven Health System Pension Plan · $432M · 869 · 97th
- PHOTO $432M
- IND 869
- EOY 97th
- 5500 Defined Benefit (Pension)
- ASSETS near Twin City Ironworkers Pension Plan
- PCT ind #17208
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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →
Yale New Haven Health System Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $377M |
|---|---|
| Net Assets (End of Year) | $432M |
| Net Income | $55M |
| Employer EIN | 222529464 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yale New Haven Health Services Corporation)
Sponsor-wide plan assets over time
All Yale New Haven Health Services Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $513M 36.21204325772782% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 456 | $377M |
| 2023 | 1 | 869 | $432M |
| 2024 | 1 | 753 | $513M |
Nearby Defined Benefit (Pension) Plans in Connecticut
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Rtx Consolidated Pension Plan $43.8B · 23,823
- The Citigroup Pension Plan $10.6B · 17,283
- Eversource Pension Plan $5.9B · 3,717
- Retirement Plan for Employees of Aetna Inc. $5.4B · 10,546
- The Hartford Retirement Plan for U.S. Employees $3.6B · 7,529
Yale New Haven Health System Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Twin City Ironworkers Pension Plan in MN ($432M); by covered participants it is San Diego County Theatrical Pension Plan in CA (869 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($432M here).
- Twin City Ironworkers Pension Plan (MN) $432M · 1,353
- Cement Masons and Plasterers Retirement Plan (WA) $433M · 1,325
- Torrance Health Association Employees Retirement Plan (CA) $431M · 1,270
- Sfb Casualty Ins Co Retirement Plan (MS) $431M · 1,492
Similar participant headcount
Nearest other-state filings by covered participants (869 participants); asset peers above are excluded.
- San Diego County Theatrical Pension Plan (CA) 869 · 0 off
- The Children's Hospital of Philadelphia Pension Plan for Union-Represented Employees (PA) 870 · 1 off
- Essendant Pension Plan (IL) 868 · 1 off
- Esl Federal Credit Union Pension Plan (NY) 871 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.