Yale-New Haven Hospital 401(k) and pension plans

Yale-New Haven Hospital, Inc., New Haven, CT. EIN 06-0646652. Annual reports 2009–2024. Also filed as Yale-New Haven Hospital 403B Plan.

Yale-New Haven Hospital, Inc. has 3 active retirement plans on file. The largest is the Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan, with 31,516 participants and $1.1 billion in assets in 2024. Fidelity has been its recordkeeper since 2010.

Active plans: 3
Participants: 83,234
Plan assets: $3.9 billion
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 06-0646652
Participants (2024): 31,516
Net assets (2024): $1.1 billion
Recordkeeper: Fidelity2010–2024
Plan administrator: Yale-New Haven Hospital, Inc.
20 York Street
New Haven, CT 06504
(203) 688-2000As filed for 2024
In effect since: January 1, 1992

Earlier plan names: Yale-New Haven Hospital Matching Tax Shelter Annuity Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	31,516	$1.1 billion	Fidelity
2023	31,362	$912 million	Fidelity
2022	30,729	$743 million	Fidelity
2021	30,186	$853 million	Fidelity
2020	27,982	$713 million	Fidelity
2019	26,354	$569 million	Fidelity
2018	23,809	$436 million	Fidelity
2017	22,310	$423 million	Fidelity
2016	21,004	$321 million	Fidelity
2015	19,334	$263 million	Fidelity
2014	18,769	$226 million	Fidelity
2013	17,754	$180 million	Fidelity
2012	16,790	$136 million	Fidelity
2011	12,490	$108 million	Fidelity
2010	11,975	$98.1 million	Fidelity
2009	10,004	$78.9 million	not listed

Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 06-0646652
Participants (2024): 31,139
Net assets (2024): $2.3 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Yale-New Haven Hospital, Inc.
789 Howard Avenue
New Haven, CT 06519
(203) 688-2401As filed for 2024
In effect since: December 1, 1957

Earlier sponsor: Yale-New Haven Hospital 403B Plan (2009).

Earlier plan names: Yale-New Haven Hospital 403B Plan; Yale-New Haven Hospital 403(b) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	31,139	$2.3 billion	Fidelity
2023	30,922	$2.0 billion	Fidelity
2022	30,419	$1.7 billion	Fidelity
2021	29,571	$1.9 billion	Fidelity
2020	27,992	$1.7 billion	Fidelity
2019	26,262	$1.4 billion	Fidelity
2018	23,801	$1.1 billion	Fidelity
2017	22,222	$1.2 billion	Fidelity
2016	20,465	$943 million	Fidelity
2015	19,674	$839 million	Fidelity
2014	19,005	$792 million	Fidelity
2013	18,265	$709 million	Fidelity
2012	17,327	$531 million	Fidelity
2011	13,020	$326 million	Fidelity
2010	11,803	$298 million	Fidelity
2009	10,525	$246 million	Fidelity

Yale-New Haven Hospital Cash Account Pension Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 06-0646652
Participants (2024): 20,579
Net assets (2024): $538 million
Plan administrator: Yale-New Haven Hospital, Inc.
20 York Street
New Haven, CT 06510
(203) 688-2000As filed for 2024
In effect since: December 1, 1991

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	20,579	$538 million	not listed
2023	21,980	$538 million	not listed
2022	21,247	$504 million	not listed
2021	20,596	$528 million	not listed
2020	20,198	$616 million	not listed
2019	19,304	$574 million	not listed
2018	19,006	$537 million	not listed
2017	18,207	$489 million	not listed
2016	17,358	$488 million	not listed
2015	16,327	$421 million	not listed
2014	15,862	$379 million	not listed
2013	15,175	$378 million	not listed
2012	14,421	$345 million	not listed
2011	10,163	$287 million	not listed
2010	10,080	$251 million	not listed
2009	9,177	$240 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((203) 688-2000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 3 plans

Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan

Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan

Yale-New Haven Hospital Cash Account Pension Plan

If you had money in one of these plans

What these numbers are

Other health care employers in CT