Other · DOL Form 5500 · 2024
Yale-New Haven Hospital, Inc. Retirement Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 22,447
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $102,976
- Avg per participant Below avg balance/head
Official DOL plan name: Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan · Sponsored by Yale-New Haven Hospital, Inc. · Connecticut · Healthcare & Social Assistance
$2.3B in assets, 22,447 participants
Yale-New Haven Hospital, Inc.'s Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan reported $2.3B in total assets and 22,447 participants in its 2024 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.
- #16,821 in Healthcare & Social Assistance (16,916 peers)
Coverage in Connecticut
Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan covers 22,447 participants in Connecticut, 31x the typical Connecticut plan (state average ~718 per filing). Assets: $2.3B.
- #16,821
- in Healthcare & Social Assistance (16,916 peers)
- +15.6%
- assets growth YoY
- 23×
- vs typical plan assets (national mean)
Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan's outsized position by total assets
Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,311,493,523 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan is a mega filing (22,447 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan end-of-year assets rose from $2.0B in the plan year 2023 filing to $2.3B in the plan year 2024 filing.
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan reported net income fell from $338M in the plan year 2023 filing to $312M in the plan year 2024 filing.
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan reported participants rose from 22,121 in the plan year 2023 filing to 22,447 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 060646652 · Yale-New Haven Hospital, Inc. PY 2024 · Other
Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan · $2.3B · 22,447 · 99th
- VS-ST $2.3B
- VS-ST 22,447
- VS-ST 99th
- VS-ST Other
- VS-ST near Caltech Voluntary Retirement Plan
- VS-ST ind #16821
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 Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | $312M |
| Employer EIN | 060646652 |
| Plan Effective Date | 1957-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yale-New Haven Hospital, Inc.)
Sponsor-wide plan assets over time
All Yale-New Haven Hospital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.4B 16.36294893949998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 61,866 | $2.9B |
| 2023 | 3 | 61,429 | $3.5B |
| 2024 | 2 | 44,894 | $3.4B |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
- Hartford Healthcare 403(b) Plan $666M · 4,887
Scale composition for Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan
Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan reports $2.3B in end-of-year assets across 22,447 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.024% of 93,925,755 covered participants) - about $102,976 per participant (74% of the national average assets-per-participant) . Net income for plan year 2024 was $312M.
This plan identity (EIN 060646652, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.3B (+39.1%) while covered participants moved from 22,661 to 22,447 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 22,661 | $1.7B | Open filing |
| 2023 | 22,121 | $2.0B | Open filing |
| 2024 · index core | 22,447 | $2.3B | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan (401(k), $1.1B, 22,447 participants)
- Yale-New Haven Hospital Cash Account Pension Plan (Defined Benefit (Pension), $540M, 17,187 participants)
Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Caltech Voluntary Retirement Plan in CA ($2.3B); by covered participants it is Carpenters & Joiners Defined Contribution Plan in MN (22,289 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- Caltech Voluntary Retirement Plan (CA) $2.3B · 8,554
- Norton Healthcare 403(b) Retirement Savings Plan (KY) $2.3B · 21,863
- Supplemental Retirement Annuity Plan of the University of Pennsylvania (PA) $2.3B · 26,892
- Weill Cornell Medical College Retirement Plan for Faculty and Exempt Employees (NY) $2.2B · 5,142
Similar participant headcount
Nearest other-state filings by covered participants (22,447 participants); asset peers above are excluded.
- Carpenters & Joiners Defined Contribution Plan (MN) 22,289 · 158 off
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan (NY) 22,606 · 159 off
- Stanford Contributory Retirement Plan (CA) 22,753 · 306 off
- The University of Pennsylvania Matching Plan (PA) 22,110 · 337 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.