Defined Benefit (Pension) · DOL Form 5500 · 2024
Yale New Haven Health Services Corporation Pension Plan
Data updated 2026-08-25
- $513M
- Total assets Above avg plan size
- 753
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $681,912
- Avg per participant High balance/head
Official DOL plan name: Yale New Haven Health System Pension Plan · Sponsored by Yale New Haven Health Services Corporation · Connecticut · Healthcare & Social Assistance
$513M in assets, 753 participants
Yale New Haven Health Services Corporation's Yale New Haven Health System Pension Plan reported $513M in total assets and 753 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,462 in Healthcare & Social Assistance (16,916 peers)
Where Yale New Haven Health System Pension Plan sits by assets
Yale New Haven Health System Pension Plan sits in the top 5% of all filed plans by assets, $513M for 753 participants (~$681,912/participant), up 18.8% in 2024.
- #16,462
- in Healthcare & Social Assistance (16,916 peers)
- +18.8%
- assets growth YoY
- 5.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Yale New Haven Health System Pension Plan's outsized position by total assets
Yale New Haven Health System Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$513,479,369 Top 3% higher than 97% 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 New Haven Health System Pension 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. Yale New Haven Health System Pension Plan sits mid-pack in the medium band (753 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Yale New Haven Health System Pension Plan reported net income fell from $55M in the plan year 2023 filing to -$20M in the plan year 2024 filing.
- Yale New Haven Health System Pension Plan end-of-year assets rose from $432M in the plan year 2023 filing to $513M in the plan year 2024 filing.
- Yale New Haven Health System Pension Plan reported participants fell from 869 in the plan year 2023 filing to 753 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 222529464 · Yale New Haven Health Services Corporation PY 2024 · Defined Benefit (Pension)
Yale New Haven Health System Pension Plan · $513M · 753 · 97th
- NET $513M
- BOOK 753
- VS-ST 97th
- BOY Defined Benefit (Pension)
- SCH near Long Island Electric Utility Servco LLC Retirement Income Plan
- EBSA ind #16462
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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →
Yale New Haven Health System Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $432M |
|---|---|
| Net Assets (End of Year) | $513M |
| Net Income | -$20M |
| Employer EIN | 222529464 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yale New Haven Health Services Corporation)
Sponsor-wide plan assets over time
All Yale New Haven Health Services Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $513M 36.21204325772782% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 456 | $377M |
| 2023 | 1 | 869 | $432M |
| 2024 | 1 | 753 | $513M |
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
Yale New Haven Health System Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Long Island Electric Utility Servco LLC Retirement Income Plan in NY ($513M); by covered participants it is Permanente Physicians Retirement Plan in OR (754 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($513M here).
- Long Island Electric Utility Servco LLC Retirement Income Plan (NY) $513M · 1,784
- Haworth Pension Plan (MI) $514M · 676
- Non-Contributory Retirement Plan (WA) $514M · 963
- Conagra Brands, Inc. Pension Plan for Hourly Rate Production Employees (IL) $512M · 1,920
Similar participant headcount
Nearest other-state filings by covered participants (753 participants); asset peers above are excluded.
- Permanente Physicians Retirement Plan (OR) 754 · 1 off
- Oge Energy Corp. Retirement Plan (OK) 755 · 2 off
- Snap-on Incorporated Retirement Plan for Hourly Employees (WI) 751 · 2 off
- United Furniture Workers Pension Fund a (TN) 755 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.