401(k) · DOL Form 5500 · 2024
Yale-New Haven Hospital, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 22,447
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $47,861
- Avg per participant Low balance/head
Official DOL plan name: Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan · Sponsored by Yale-New Haven Hospital, Inc. · Connecticut · Healthcare & Social Assistance
$1.1B in assets, 22,447 participants
Yale-New Haven Hospital, Inc.'s Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan reported $1.1B 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.
- #16,694 in Healthcare & Social Assistance (16,916 peers)
Coverage in Connecticut
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan covers 22,447 participants in Connecticut, 31x the typical Connecticut plan (state average ~718 per filing). Assets: $1.1B.
- #16,694
- in Healthcare & Social Assistance (16,916 peers)
- +17.8%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan's outsized position by total assets
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,074,337,960 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 Affliliates Retirement Savings 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 Affliliates Retirement Savings 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 Affliliates Retirement Savings Plan end-of-year assets rose from $912M in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
- Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan reported net income fell from $169M in the plan year 2023 filing to $163M in the plan year 2024 filing.
- Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings 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 · 401(k)
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan · $1.1B · 22,447 · 99th
- PHOTO $1.1B
- IND 22,447
- EOY 99th
- 5500 401(k)
- ASSETS near Ikea Retirement and Savings Plan
- PCT ind #16694
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 Affliliates Retirement Savings Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $912M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $163M |
| Employer EIN | 060646652 |
| Plan Effective Date | 1992-01-01 |
| 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 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Scale composition for Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan reports $1.1B in end-of-year assets across 22,447 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.024% of 93,925,755 covered participants) - about $47,861 per participant (35% of the national average assets-per-participant) . Net income for plan year 2024 was $163M.
This plan identity (EIN 060646652, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $743M to $1.1B (+44.6%) 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 | $743M | Open filing |
| 2023 | 22,121 | $912M | Open filing |
| 2024 · index core | 22,447 | $1.1B | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan (Other, $2.3B, 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 Affliliates Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Ikea Retirement and Savings Plan in PA ($1.1B); by covered participants it is The Sci 401(k) Retirement Savings Plan in TX (22,263 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Ikea Retirement and Savings Plan (PA) $1.1B · 15,068
- Devon Energy Corporation Incentive Savings Plan (OK) $1.1B · 1,958
- Charles River Laboratories, Inc. Savings/Plus Plan (MA) $1.1B · 10,833
- Trustage 401(k) Plan for Non-Represented Employees (WI) $1.1B · 3,455
Similar participant headcount
Nearest other-state filings by covered participants (22,447 participants); asset peers above are excluded.
- The Sci 401(k) Retirement Savings Plan (TX) 22,263 · 184 off
- Yum Brands 401(k) Plan (KY) 22,260 · 187 off
- Weis Markets, Inc. Retirement Savings Plan (PA) 22,246 · 201 off
- Bd 401(k) Plan (NJ) 22,688 · 241 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.