Defined Benefit (Pension) · DOL Form 5500 · 2024
Yale University Pension Plan
Data updated 2026-08-11
- $2.3B
- Total assets
- 7,789
- Participants
- 99th
- Percentile by assets
- $293,054
- Avg per participant
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.
- 99th percentile by assets (of 123,622 plans)
- #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.
- $2.3B
- total plan assets (2024 EOY)
- 7,789
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $293,054
- avg assets per participant
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.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Yale University Retirement Plan for Staff Employees reports 7,789 participants - 11x that state average ($2.3B EOY assets).
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)
| 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.
Yale University Retirement Plan for Staff Employees vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Yale University Retirement Plan for Staff Employees by total assets, not by location.
- 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
Frequently Asked Questions
How did Yale University Retirement Plan for Staff Employees assets move in 2024? ▼
How have Yale University plan assets changed over time? ▼
Where does Yale University Retirement Plan for Staff Employees rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Yale University Retirement Plan for Staff Employees? ▼
Next read for Yale University Retirement Plan for Staf…
Filing takeaways
Ways to act on Yale University Retirement Plan for Staff Employees's numbers.
- By total assets, Yale University Retirement Plan for Staff Employees ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Connecticut. Compare plans
- Yale University's sponsor-wide assets have grown 25.3% since 2022 across 3 plan years on file. More Educational Services plans