Other · DOL Form 5500 · 2024
University of New Haven Retirement Plan
Data updated 2026-08-25
- $318M
- Total assets Above avg plan size
- 879
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $361,665
- Avg per participant High balance/head
Official DOL plan name: University of New Haven Retirement and 403(b) Savings Plan · Sponsored by University of New Haven · Connecticut · Educational Services
$318M in assets, 879 participants
University of New Haven's University of New Haven Retirement and 403(b) Savings Plan reported $318M in total assets and 879 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,399 in Educational Services (3,638 peers)
Where University of New Haven Retirement and 403(b) Savings Plan sits by assets
University of New Haven Retirement and 403(b) Savings Plan sits in the top 5% of all filed plans by assets, $318M for 879 participants (~$361,665/participant), up 8.7% in 2024.
- #3,399
- in Educational Services (3,638 peers)
- +8.7%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
University of New Haven Retirement and 403(b) Savings Plan's outsized position by total assets
University of New Haven Retirement and 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$317,903,205 Top 4% higher than 96% 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
University of New Haven Retirement and 403(b) Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of New Haven Retirement and 403(b) Savings Plan sits mid-pack in the medium band (879 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of New Haven Retirement and 403(b) Savings Plan reported net income fell from $32M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- University of New Haven Retirement and 403(b) Savings Plan end-of-year assets rose from $293M in the plan year 2023 filing to $318M in the plan year 2024 filing.
- University of New Haven Retirement and 403(b) Savings Plan reported participants fell from 899 in the plan year 2023 filing to 879 in the plan year 2024 filing.
DOL schedule card
Filing strip 060761704 · University of New Haven PY 2024 · Other
University of New Haven Retirement and 403(b) Savings Plan · $318M · 879 · 96th
- NET $318M
- NET 879
- NET 96th
- NET Other
- NET near Gbmc, Inc. Voluntary 403(b) Plan
- NET ind #3399
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 →
University of New Haven Retirement and 403(b) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $293M |
|---|---|
| Net Assets (End of Year) | $318M |
| Net Income | $25M |
| Employer EIN | 060761704 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of New Haven)
Sponsor-wide plan assets over time
All University of New Haven plans reported in each filing year
- Latest sponsor-wide plan assets
- $318M 22.240408776419105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 852 | $260M |
| 2023 | 1 | 899 | $293M |
| 2024 | 1 | 879 | $318M |
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
University of New Haven Retirement and 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Gbmc, Inc. Voluntary 403(b) Plan in MD ($318M); by covered participants it is Stetson University Defined Contribution Plan in FL (879 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($318M here).
- Gbmc, Inc. Voluntary 403(b) Plan (MD) $318M · 4,568
- National University Retirement Savings Plan (CA) $319M · 6,146
- Occidental College 403(b) Retirement Plan (CA) $321M · 740
- Frederick Health 403(b) Plan (MD) $321M · 3,396
Similar participant headcount
Nearest other-state filings by covered participants (879 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.