Defined Benefit (Pension) · DOL Form 5500 · 2024
Yale University Pension Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 7,789
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $293,054
- Avg per participant High balance/head
Official DOL plan name: Yale University Retirement Plan for Staff Employees · Sponsored by Yale University · Connecticut · Educational Services
$2.3B in assets, 7,789 participants
Yale University's Yale University Retirement Plan for Staff Employees reported $2.3B in total assets and 7,789 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #3,602 in Educational Services (3,638 peers)
Coverage in Connecticut
Yale University Retirement Plan for Staff Employees covers 7,789 participants in Connecticut, 11x the typical Connecticut plan (state average ~718 per filing). Assets: $2.3B.
- #3,602
- in Educational Services (3,638 peers)
- +11.4%
- assets growth YoY
- 23×
- vs typical plan assets (national mean)
Yale University Retirement Plan for Staff Employees's outsized position by total assets
Yale University Retirement Plan for Staff Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,282,595,980 Top 1% higher than 99% 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 Retirement Plan for Staff Employees'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 Retirement Plan for Staff Employees lands in the large band (7,789 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Yale University Retirement Plan for Staff Employees reported net income rose from $73M in the plan year 2023 filing to $122M in the plan year 2024 filing.
- Yale University Retirement Plan for Staff Employees end-of-year assets rose from $2.0B in the plan year 2023 filing to $2.3B in the plan year 2024 filing.
- Yale University Retirement Plan for Staff Employees reported participants rose from 7,596 in the plan year 2023 filing to 7,789 in the plan year 2024 filing.
DOL schedule card
Filing strip 060646973 · Yale University PY 2024 · Defined Benefit (Pension)
Yale University Retirement Plan for Staff Employees · $2.3B · 7,789 · 99th
- EBSA $2.3B
- PART 7,789
- TYPE 99th
- NET Defined Benefit (Pension)
- BOOK near Carpenters Pension Fund of Illinois
- VS-ST ind #3602
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 Retirement Plan for Staff Employees in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | $122M |
| Employer EIN | 060646973 |
| Plan Effective Date | 1969-07-01 |
| 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 Defined Benefit (Pension) Plans in Connecticut
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Rtx Consolidated Pension Plan $41.6B · 36,180
- The Citigroup Pension Plan $10.0B · 15,906
- Eversource Pension Plan $5.8B · 3,428
- Retirement Plan for Employees of Aetna Inc. $5.2B · 9,682
- The Hartford Retirement Plan for U.S. Employees $3.4B · 7,034
Scale composition for Yale University Retirement Plan for Staff Employees
Yale University Retirement Plan for Staff Employees reports $2.3B in end-of-year assets across 7,789 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $293,054 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2024 was $122M.
This plan identity (EIN 060646973, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.3B (+14.5%) while covered participants moved from 7,460 to 7,789 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,460 | $2.0B | Open filing |
| 2023 | 7,596 | $2.0B | Open filing |
| 2024 · index core | 7,789 | $2.3B | 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 Tax-Deferred 403(b) Savings Plan (Other, $874M, 20,269 participants)
- Yale University Matching Retirement Plan (Other, $602M, 6,132 participants)
Yale University Retirement Plan for Staff Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Carpenters Pension Fund of Illinois in IL ($2.3B); by covered participants it is Glaxosmithkline Cash Balance Pension Plan in PA (7,770 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- Carpenters Pension Fund of Illinois (IL) $2.3B · 4,997
- Csx Pension Plan (FL) $2.3B · 2,293
- Boeing North American Retirement Plan (WA) $2.3B · 137
- Johns Hopkins Health System Corporation Retirement Plan (MD) $2.3B · 6,555
Similar participant headcount
Nearest other-state filings by covered participants (7,789 participants); asset peers above are excluded.
- Glaxosmithkline Cash Balance Pension Plan (PA) 7,770 · 19 off
- Daimler Truck North America UAW Pension Plan (OR) 7,718 · 71 off
- University of Pennsylvania Health Sysytem Pension Plan (PA) 7,714 · 75 off
- Electrical Workers Local No. 26 Pension Trust Fund (MD) 7,872 · 83 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.