Yale University pension plans

Yale University, New Haven, CT. EIN 06-0646973. Annual reports 2009–2024.

Yale University has 4 active retirement plans on file. The largest is the Yale University Retirement Account Plan, with 25,753 participants and $8.3 billion in assets in 2024. TIAA has been its recordkeeper since 2015.

Active plans: 4
Participants: 72,220
Plan assets: $12.0 billion
401(k) recordkeeper: TIAA
Plans on file: 4
Industry: Education

All 4 plans

Active plans first

Yale University Retirement Account Plan

403(b)Active

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

Plan number: 001Employer EIN 06-0646973
Participants (2024): 25,753
Net assets (2024): $8.3 billion
Recordkeeper: TIAA2015–2024
Plan administrator: Yale University
Po Box 208372
New Haven, CT 06520
(203) 432-9026As filed for 2024
In effect since: October 1, 1920

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	25,753	$8.3 billion	TIAA
2023	24,862	$7.4 billion	TIAA
2022	23,762	$6.4 billion	TIAA
2021	22,232	$7.1 billion	TIAA
2020	21,601	$6.2 billion	TIAA
2019	20,747	$5.6 billion	TIAA
2018	18,424	$4.7 billion	TIAA
2017	18,140	$4.8 billion	TIAA
2016	17,274	$4.1 billion	not listed
2015	16,250	$3.9 billion	TIAA
2014	17,193	$3.8 billion	not listed
2013	16,491	$3.6 billion	not listed
2012	15,896	$3.0 billion	not listed
2011	15,289	$2.7 billion	not listed
2010	14,757	$2.6 billion	not listed
2009	14,294	$2.2 billion	not listed

Yale University Tax-Deferred 403(b) Savings Plan

403(b)Active

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

Plan number: 004Employer EIN 06-0646973
Participants (2024): 24,635
Net assets (2024): $874 million
Recordkeeper: TIAA2015–2024
Plan administrator: Yale University
Po Box 208372
New Haven, CT 06520
(203) 432-9026As filed for 2024
In effect since: January 1, 1978

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	24,635	$874 million	TIAA
2023	24,657	$840 million	TIAA
2022	23,538	$785 million	TIAA
2021	21,772	$867 million	TIAA
2020	20,380	$812 million	TIAA
2019	12,463	$750 million	TIAA
2018	7,835	$655 million	TIAA
2017	8,198	$671 million	not listed
2016	10,526	$583 million	not listed
2015	7,709	$550 million	TIAA
2014	7,277	$515 million	not listed
2013	6,962	$495 million	not listed
2012	6,848	$444 million	not listed
2011	6,765	$403 million	not listed
2010	6,599	$404 million	not listed
2009	6,593	$354 million	not listed

Yale University Retirement Plan for Staff Employees

Pension (defined benefit)Active

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

Plan number: 002Employer EIN 06-0646973
Participants (2024): 13,392
Net assets (2024): $2.2 billion
Last listed administrator: Alight2009–2019
Plan administrator: Yale University
Po Box 208372
New Haven, CT 06520
(203) 432-5788As filed for 2024
In effect since: July 1, 1969

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	13,392	$2.2 billion	not listed
2023	13,352	$2.0 billion	not listed
2022	12,963	$2.0 billion	not listed
2021	12,593	$1.9 billion	not listed
2020	12,518	$2.1 billion	not listed
2019	12,348	$1.6 billion	Alight
2018	12,039	$1.4 billion	not listed
2017	13,153	$1.5 billion	not listed
2016	13,492	$1.3 billion	not listed
2015	13,343	$1.2 billion	not listed
2014	13,401	$1.1 billion	not listed
2013	13,238	$1.1 billion	not listed
2012	13,096	$959 million	not listed
2011	13,020	$813 million	Alight
2010	12,669	$824 million	Alight
2009	12,868	$700 million	Alight

Yale University Matching Retirement Plan

403(b)Active

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

Plan number: 005Employer EIN 06-0646973
Participants (2024): 8,440
Net assets (2024): $602 million
Recordkeeper: TIAA2009–2024
Plan administrator: Yale University
Po Box 208372
New Haven, CT 06520
(203) 432-9026As filed for 2024
In effect since: January 1, 1998

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,440	$602 million	TIAA
2023	8,375	$539 million	TIAA
2022	8,258	$462 million	TIAA
2021	8,151	$516 million	TIAA
2020	8,015	$435 million	TIAA
2019	7,892	$383 million	TIAA
2018	6,858	$312 million	TIAA
2017	6,852	$309 million	TIAA
2016	6,944	$254 million	TIAA
2015	6,762	$234 million	TIAA
2014	6,127	$215 million	TIAA
2013	5,807	$194 million	not listed
2012	5,491	$152 million	TIAA
2011	5,122	$120 million	TIAA
2010	4,610	$104 million	TIAA
2009	4,263	$86.7 million	TIAA

If you had money in one of these plans

Call TIAA (tiaa.org), which runs the Yale University Retirement Account 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) 432-9026). 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 4 plans

Yale University Retirement Account Plan

Yale University Tax-Deferred 403(b) Savings Plan

Yale University Retirement Plan for Staff Employees

Yale University Matching Retirement Plan

If you had money in one of these plans

What these numbers are

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