Yale-New Haven Hospital 401(k) match, vesting and fees
What Yale-New Haven Hospital's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Yale-New Haven Hospital: employer contribution per participant | $2,860 | |
| Peer median | $2,155 |
| Yale-New Haven Hospital: average balance | $37,035 | |
| Peer median | $66,935 |
| Yale-New Haven Hospital: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $912M at the end of plan year 2023 to $1.1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 31,516 | $1.1B | $83M | $2,860 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 31,362 | $912M | $78.3M | $2,789 | 0.03% | Not published | Form 5500 ↗ |
Other Yale-New Haven Hospital plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Yale-New Haven Hospital Cash Account Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Yale-New Haven Hospital match 401(k) contributions?
The match terms for the Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $83M in employer contributions, about $2,860 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Yale-New Haven Hospital 401(k) match vested?
The vesting schedule for the Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Yale-New Haven Hospital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Yale-New Haven Hospital, Inc..
I left Yale-New Haven Hospital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Yale-New Haven Hospital, Inc., (203) 688-2000) or the recordkeeper, Fidelity Investments Institutional. The Yale-New Haven Hospital old 401(k) page lists the contacts from every plan filing. Find an old Yale-New Haven Hospital 401(k)
Data from the public Form 5500 annual reports Yale-New Haven Hospital filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Yale-New Haven Hospital. Not financial advice. Report a correction · Methodology