Other · DOL Form 5500 · 2024
Yeshiva University Retirement Plan
Data updated 2026-08-25
- $734M
- Total assets Above avg plan size
- 2,092
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $351,020
- Avg per participant High balance/head
Official DOL plan name: Yeshiva University Retirement Income Plan (Basic Plan) · Sponsored by Yeshiva University · New York · Educational Services
$734M in assets, 2,092 participants
Yeshiva University's Yeshiva University Retirement Income Plan (Basic Plan) reported $734M in total assets and 2,092 participants in its 2024 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.
- #3,537 in Educational Services (3,638 peers)
Coverage in New York
Yeshiva University Retirement Income Plan (Basic Plan) covers 2,092 participants in New York, 2.6x the typical New York plan (state average ~798 per filing). Assets: $734M.
- #3,537
- in Educational Services (3,638 peers)
- +7.3%
- assets growth YoY
- 7.4×
- vs typical plan assets (national mean)
Yeshiva University Retirement Income Plan (Basic Plan)'s outsized position by total assets
Yeshiva University Retirement Income Plan (Basic Plan) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$734,333,709 Top 2% higher than 98% 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
Yeshiva University Retirement Income Plan (Basic Plan)'s large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yeshiva University Retirement Income Plan (Basic Plan) lands in the large band (2,092 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Yeshiva University Retirement Income Plan (Basic Plan) reported net income fell from $60M in the plan year 2023 filing to $50M in the plan year 2024 filing.
- Yeshiva University Retirement Income Plan (Basic Plan) reported participants rose from 1,895 in the plan year 2023 filing to 2,092 in the plan year 2024 filing.
- Yeshiva University Retirement Income Plan (Basic Plan) end-of-year assets rose from $684M in the plan year 2023 filing to $734M in the plan year 2024 filing.
DOL schedule card
Filing strip 131624225 · Yeshiva University PY 2024 · Other
Yeshiva University Retirement Income Plan (Basic Plan) · $734M · 2,092 · 98th
- EBSA $734M
- PART 2,092
- TYPE 98th
- NET Other
- BOOK near Ballad Health 403(b) Plan
- VS-ST ind #3537
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 New York →
Yeshiva University Retirement Income Plan (Basic Plan) in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $684M |
|---|---|
| Net Assets (End of Year) | $734M |
| Net Income | $50M |
| Employer EIN | 131624225 |
| Plan Effective Date | 1957-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yeshiva University)
Sponsor-wide plan assets over time
All Yeshiva University plans reported in each filing year
- Latest sponsor-wide plan assets
- $830M 18.775308644715995% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,877 | $699M |
| 2023 | 2 | 1,972 | $769M |
| 2024 | 2 | 2,165 | $830M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Yeshiva University Retirement Income Plan (Basic Plan)'s out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Ballad Health 403(b) Plan in TN ($731M); by covered participants it is University of Wisconsin Medical Foundation Physicians Retirement Plan in WI (2,091 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($734M here).
- Ballad Health 403(b) Plan (TN) $731M · 12,134
- Albert Einstein Healthcare Network Retirement Savings Plan (PA) $737M · 7,438
- The University of Chicago Medical Center Retirement Income Plan for Employees (IL) $739M · 8,469
- Scripps Health 403(b) Plan (CA) $729M · 17,599
Similar participant headcount
Nearest other-state filings by covered participants (2,092 participants); asset peers above are excluded.
- University of Wisconsin Medical Foundation Physicians Retirement Plan (WI) 2,091 · 1 off
- District 1199seiu - the Johns Hopkins Hospital 403(b) Plan (MD) 2,095 · 3 off
- Waicu Retirement Readiness Plan (WI) 2,100 · 8 off
- Assoc of Independent Colleges and Universities of Ohio Mep (OH) 2,083 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.