Other · DOL Form 5500 · 2024
Yale University Retirement Plan
Data updated 2026-08-25
- $602M
- Total assets Above avg plan size
- 6,132
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $98,175
- Avg per participant Below avg balance/head
Official DOL plan name: Yale University Matching Retirement Plan · Sponsored by Yale University · Connecticut · Educational Services
$602M in assets, 6,132 participants
Yale University's Yale University Matching Retirement Plan reported $602M in total assets and 6,132 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.
- #3,514 in Educational Services (3,638 peers)
Coverage in Connecticut
Yale University Matching Retirement Plan covers 6,132 participants in Connecticut, 8.5x the typical Connecticut plan (state average ~718 per filing). Assets: $602M.
- #3,514
- in Educational Services (3,638 peers)
- +11.7%
- assets growth YoY
- 6.0×
- vs typical plan assets (national mean)
Yale University Matching Retirement Plan's outsized position by total assets
Yale University Matching Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$602,008,078 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
Yale University Matching Retirement 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. Yale University Matching Retirement Plan lands in the large band (6,132 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Yale University Matching Retirement Plan reported net income fell from $77M in the plan year 2023 filing to $63M in the plan year 2024 filing.
- Yale University Matching Retirement Plan end-of-year assets rose from $539M in the plan year 2023 filing to $602M in the plan year 2024 filing.
- Yale University Matching Retirement Plan reported participants rose from 6,059 in the plan year 2023 filing to 6,132 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 060646973 · Yale University PY 2024 · Other
Yale University Matching Retirement Plan · $602M · 6,132 · 98th
- VS-ST $602M
- VS-ST 6,132
- VS-ST 98th
- VS-ST Other
- VS-ST near The Rand Corporation 403(b) Savings Plan
- VS-ST ind #3514
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 Connecticut →
Yale University Matching Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $539M |
|---|---|
| Net Assets (End of Year) | $602M |
| Net Income | $63M |
| Employer EIN | 060646973 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yale University)
Sponsor-wide plan assets over time
All Yale University plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.1B 25.296867123860967% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 41,227 | $9.7B |
| 2023 | 4 | 44,668 | $10.8B |
| 2024 | 4 | 47,387 | $12.1B |
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-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- 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
Scale composition for Yale University Matching Retirement Plan
Yale University Matching Retirement Plan reports $602M in end-of-year assets across 6,132 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $98,175 per participant (71% of the national average assets-per-participant) . Net income for plan year 2024 was $63M.
This plan identity (EIN 060646973, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $462M to $602M (+30.3%) while covered participants moved from 5,701 to 6,132 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,701 | $462M | Open filing |
| 2023 | 6,059 | $539M | Open filing |
| 2024 · index core | 6,132 | $602M | This page |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Yale University Retirement Account Plan (Other, $8.3B, 13,197 participants)
- Yale University Retirement Plan for Staff Employees (Defined Benefit (Pension), $2.3B, 7,789 participants)
- Yale University Tax-Deferred 403(b) Savings Plan (Other, $874M, 20,269 participants)
Yale University Matching Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is The Rand Corporation 403(b) Savings Plan in CA ($602M); by covered participants it is Merakey 403(b) Plan in PA (6,121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($602M here).
- The Rand Corporation 403(b) Savings Plan (CA) $602M · 1,941
- The Cna Corporation Retirement Plan (VA) $601M · 668
- Jax 403(b) Retirement Plan (ME) $603M · 2,735
- The Catholic University of America Retirement Plan (DC) $606M · 2,004
Similar participant headcount
Nearest other-state filings by covered participants (6,132 participants); asset peers above are excluded.
- Merakey 403(b) Plan (PA) 6,121 · 11 off
- National University Retirement Savings Plan (CA) 6,146 · 14 off
- Valley Health System Employee Contributory 403(b) Plan (VA) 6,189 · 57 off
- Fred Hutchinson Cancer Center Retirement Savings Plan (WA) 6,067 · 65 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.