Other · DOL Form 5500 · 2024
Yale University Retirement Plan
Data updated 2026-08-25
- $874M
- Total assets Above avg plan size
- 20,269
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $43,117
- Avg per participant Low balance/head
Official DOL plan name: Yale University Tax-Deferred 403(b) Savings Plan · Sponsored by Yale University · Connecticut · Educational Services
$874M in assets, 20,269 participants
Yale University's Yale University Tax-Deferred 403(b) Savings Plan reported $874M in total assets and 20,269 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.
- #3,548 in Educational Services (3,638 peers)
Coverage in Connecticut
Yale University Tax-Deferred 403(b) Savings Plan covers 20,269 participants in Connecticut, 28x the typical Connecticut plan (state average ~718 per filing). Assets: $874M.
- #3,548
- in Educational Services (3,638 peers)
- +4.0%
- assets growth YoY
- 8.8×
- vs typical plan assets (national mean)
Yale University Tax-Deferred 403(b) Savings Plan's outsized position by total assets
Yale University Tax-Deferred 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$873,939,522 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 Tax-Deferred 403(b) 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 University Tax-Deferred 403(b) Savings Plan is a mega filing (20,269 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Yale University Tax-Deferred 403(b) Savings Plan reported net income fell from $55M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Yale University Tax-Deferred 403(b) Savings Plan reported participants rose from 18,754 in the plan year 2023 filing to 20,269 in the plan year 2024 filing.
- Yale University Tax-Deferred 403(b) Savings Plan end-of-year assets rose from $840M in the plan year 2023 filing to $874M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 060646973 · Yale University PY 2024 · Other
Yale University Tax-Deferred 403(b) Savings Plan · $874M · 20,269 · 98th
- BOY $874M
- BOY 20,269
- BOY 98th
- BOY Other
- BOY near Institute for Defense Analyses Tax Deferred Annuity Plan
- BOY ind #3548
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 Tax-Deferred 403(b) Savings Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $840M |
|---|---|
| Net Assets (End of Year) | $874M |
| Net Income | $33M |
| Employer EIN | 060646973 |
| Plan Effective Date | 1978-01-01 |
| 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
- 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 University Tax-Deferred 403(b) Savings Plan
Yale University Tax-Deferred 403(b) Savings Plan reports $874M in end-of-year assets across 20,269 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.022% of 93,925,755 covered participants) - about $43,117 per participant (31% of the national average assets-per-participant) . Net income for plan year 2024 was $33M.
This plan identity (EIN 060646973, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $785M to $874M (+11.3%) while covered participants moved from 16,785 to 20,269 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 16,785 | $785M | Open filing |
| 2023 | 18,754 | $840M | Open filing |
| 2024 · index core | 20,269 | $874M | 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 Matching Retirement Plan (Other, $602M, 6,132 participants)
Yale University Tax-Deferred 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Institute for Defense Analyses Tax Deferred Annuity Plan in VA ($875M); by covered participants it is Lehigh Valley Health Network, Inc. 403(b) Savings Plan in PA (20,405 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($874M here).
- Institute for Defense Analyses Tax Deferred Annuity Plan (VA) $875M · 1,541
- Syracuse University Voluntary Retirement Plan (NY) $878M · 7,452
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan (MA) $870M · 7,579
- Centracare Health System 403(b) Plan (MN) $867M · 8,227
Similar participant headcount
Nearest other-state filings by covered participants (20,269 participants); asset peers above are excluded.
- Lehigh Valley Health Network, Inc. 403(b) Savings Plan (PA) 20,405 · 136 off
- Sharpsaver Defined Contribution Plan (CA) 20,047 · 222 off
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) 19,842 · 427 off
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan (NC) 19,745 · 524 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.