Yeshiva University retirement plans

Yeshiva University, New York, NY. EIN 13-1624225. Annual reports 2009–2024.

Yeshiva University has 2 active retirement plans on file. The largest is the Yeshiva University Retirement Income Plan (Basic Plan), with 4,001 participants and $734 million in assets in 2024. Fidelity has been its recordkeeper since 2011. No traditional pension plan appears in Yeshiva University's filings since 2009.

Active plans: 2
Participants: 4,906
Plan assets: $830 million
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Education

All 3 plans

Active plans first

Yeshiva University Retirement Income Plan (Basic Plan)

403(b)Active

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

Plan number: 001Employer EIN 13-1624225
Participants (2024): 4,001
Net assets (2024): $734 million
Recordkeeper: FidelityEarlier: Prudential (2009)
Plan administrator: Yeshiva University Retirement Plan Committee
500 West 185TH Street
New York, NY 10033
(646) 592-4337As filed for 2024
In effect since: February 1, 1957

Earlier plan names: Yeshiva University Retirement Income Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,001	$734 million	Fidelity
2023	4,035	$684 million	Fidelity
2022	3,941	$624 million	Fidelity
2021	3,928	$754 million	Fidelity
2020	4,046	$702 million	Fidelity
2019	4,253	$663 million	Fidelity
2018	4,264	$606 million	Fidelity
2017	4,342	$670 million	Fidelity
2016	4,450	$634 million	Fidelity
2015	6,550	$651 million	Fidelity
2014	6,887	$987 million	Fidelity
2013	6,730	$969 million	Fidelity
2012	6,957	$876 million	Fidelity
2011	5,314	$738 million	Fidelity
2010	5,206	$786 million	not listed
2009	5,207	$787 million	Prudential

Yeshiva University After-Tax Annuity Plan

403(b)Active

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

Plan number: 005Employer EIN 13-1624225
Participants (2024): 905
Net assets (2024): $96.0 million
Recordkeeper: FidelityEarlier: Prudential (2009)
Plan administrator: Yeshiva University Retirement Plan Committee
500 West 185TH Street
New York, NY 10033
(646) 592-4337As filed for 2024
In effect since: December 31, 1994

Earlier plan names: Yeshiva University After Tax Annuity Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	905	$96.0 million	Fidelity
2023	937	$85.0 million	Fidelity
2022	969	$75.2 million	Fidelity
2021	1,006	$89.8 million	Fidelity
2020	1,024	$79.6 million	Fidelity
2019	1,046	$71.2 million	Fidelity
2018	1,068	$61.8 million	Fidelity
2017	1,449	$65.0 million	Fidelity
2016	1,484	$57.6 million	Fidelity
2015	1,542	$56.4 million	Fidelity
2014	1,228	$55.7 million	Fidelity
2013	1,228	$49.9 million	Fidelity
2012	1,229	$40.4 million	Fidelity
2011	1,226	$34.4 million	Fidelity
2010	1,186	$32.8 million	not listed
2009	1,186	$32.8 million	Prudential

Yeshiva University Supplemental Tax Deferred Annuity Plan

403(b)Merged

Merged. In 2012 its assets moved to the Yu Retirement Income Plan (EIN 13-1624225, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 13-1624225
Participants (2011): 4,440
Net assets (2011): $100 million
Recordkeeper: FidelityEarlier: Prudential (2009)
Plan administrator: Yeshiva University Retirement Plan Committee
500 West 185TH Street
New York, NY 10033
(718) 430-2554As filed for 2012
In effect since: February 7, 1978

Earlier plan names: Yeshiva University Supplemental Tax Deferred Annuity Plan 403B.

Year by year, 2009 to 2012

Plan year	Participants	Net assets	Recordkeeper
2012	0	$0	Fidelity
2011	4,440	$100 million	Fidelity
2010	1,734	$101 million	not listed
2009	1,735	$101 million	Prudential

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Yeshiva University Retirement Income Plan (Basic 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 ((646) 592-4337). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
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.