Defined Benefit (Pension) · DOL Form 5500 · 2023

Yale-New Haven Hospital, Inc. Pension Plan

Data updated 2026-08-25

$540M
Total assets Above avg plan size
17,187
Participants Very large workforce
98th
Percentile by assets National rank
$31,430
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Yale-New Haven Hospital Cash Account Pension Plan · Sponsored by Yale-New Haven Hospital, Inc. · Connecticut · Healthcare & Social Assistance

$540M in assets, 17,187 participants

Yale-New Haven Hospital, Inc.'s Yale-New Haven Hospital Cash Account Pension Plan reported $540M in total assets and 17,187 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,280 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

Yale-New Haven Hospital Cash Account Pension Plan covers 17,187 participants in Connecticut, 24x the typical Connecticut plan (state average ~718 per filing). Assets: $540M.

#17,280
in Healthcare & Social Assistance (17,684 peers)
+6.9%
assets growth YoY
5.4×
vs typical plan assets (national mean)

Yale-New Haven Hospital Cash Account Pension Plan's outsized position by total assets

Yale-New Haven Hospital Cash Account Pension Plan vs every filed plan by assets

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

$540,194,430 Top 2% higher than 98% 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-New Haven Hospital Cash Account Pension Plan's mega-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-New Haven Hospital Cash Account Pension Plan is a mega filing (17,187 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yale-New Haven Hospital Cash Account Pension Plan reported net income rose from -$24M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Yale-New Haven Hospital Cash Account Pension Plan end-of-year assets rose from $505M in the plan year 2022 filing to $540M in the plan year 2023 filing.
  • Yale-New Haven Hospital Cash Account Pension Plan reported participants rose from 16,544 in the plan year 2022 filing to 17,187 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060646652 · Yale-New Haven Hospital, Inc. PY 2023 · Defined Benefit (Pension)

Yale-New Haven Hospital Cash Account Pension Plan · $540M · 17,187 · 98th

  • NET $540M
  • BOOK 17,187
  • VS-ST 98th
  • BOY Defined Benefit (Pension)
  • SCH near Baker Hughes Company Pension Plan
  • EBSA ind #17280

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 Cash Account Pension Plan in the asset neighbourhood

Msa Pension Plan$542MKennametal Inc. Retirement Income PlanKennametal Inc. Retirement I…$541MYale-New Haven Hospital Cash Account Pension PlanYale-New Haven Hospital Cash…$540MBaker Hughes Company Pension PlanBaker Hughes Company Pension…$540MArdagh North America Retirement Income PlanArdagh North America Retirem…$538M
End-of-year total assets ($M) among Yale-New Haven Hospital Cash Account Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$505M
Net Assets (End of Year)$538M
Net Income$34M
Employer EIN060646652
Plan Effective Date1991-12-01
Filing StatusFILING 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
$2.8B$3B$3.2B$3.4B$3.6B 202220232024 $2.91B $3.39B ▲ +16.5%
Year Plans Participants Total Assets
2022 3 61,866 $2.9B
2023 3 61,429 $3.5B
2024 2 44,894 $3.4B

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Yale-New Haven Hospital Cash Account Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -1001020304050 Total assets ($B) Participants Yale-New Haven Hospital Cash Account Pension Plan, Total assets ($B): 0.54019443 · Participants: 17187Yale-New Haven Hospital Cash Account Pension PlanRtx 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-New Haven Hospital Cash Account Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Yale-New Haven Hospital Cash Account Pension Plan side-by-side with 3 peers →

Scale composition for Yale-New Haven Hospital Cash Account Pension Plan

Yale-New Haven Hospital Cash Account Pension Plan reports $540M in end-of-year assets across 17,187 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $31,430 per participant (23% of the national average assets-per-participant) . Net income for plan year 2023 was $34M.

This plan identity (EIN 060646652, plan #001) has 2 Form 5500 filings on file from 2022 to 2023 , with end-of-year assets moving from $505M to $540M (+6.9%) while covered participants moved from 16,544 to 17,187 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 16,544 $505M Open filing
2023 · index core 17,187 $540M This page

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Yale-New Haven Hospital Cash Account Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Baker Hughes Company Pension Plan in TX ($540M); by covered participants it is N. Atlantic States Carp. Pension Fund in MA (17,166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($540M here).

Similar participant headcount

Nearest other-state filings by covered participants (17,187 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-New Haven Hospital Cash Account Pension Plan assets move in 2023? ▼
Yale-New Haven Hospital Cash Account Pension Plan grew at a solid clip - up 6.9% during 2023, from $505M to $540M. Reported net income was $34M.
How have Yale-New Haven Hospital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yale-New Haven Hospital, Inc.'s sponsor-wide assets grew 16.4%, from $2.9B to $3.4B.
Where does Yale-New Haven Hospital Cash Account Pension Plan rank by assets among Form 5500 filers? ▼
Yale-New Haven Hospital Cash Account Pension Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Yale-New Haven Hospital Cash Account Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Baker Hughes Company Pension Plan in TX ($540M, 5,353 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Yale-New Haven Hospital Cash Account Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is N. Atlantic States Carp. Pension Fund in MA (17,166 participants, $5.0B 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 060646652.

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.