401(k) · DOL Form 5500 · 2022
Conning & Company 401(k) Plan
Data updated 2026-08-25
- $119M
- Total assets Near avg plan size
- 351
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $338,256
- Avg per participant High balance/head
Official DOL plan name: Conning & Company (U.S.) Retirement Savings Plan · Sponsored by Conning & Company · Connecticut · Finance & Insurance
$119M in assets, 351 participants
Conning & Company's Conning & Company (U.S.) Retirement Savings Plan reported $119M in total assets and 351 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #8,303 in Finance & Insurance (9,261 peers)
Coverage in Connecticut
Conning & Company (U.S.) Retirement Savings Plan covers 351 participants in Connecticut, about 49% of the average Connecticut filer (state average ~718 per filing). Assets: $119M.
- #8,303
- in Finance & Insurance (9,261 peers)
- -17.0%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Conning & Company (U.S.) Retirement Savings Plan's outsized position by total assets
Conning & Company (U.S.) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$118,727,984 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Conning & Company (U.S.) Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Conning & Company (U.S.) Retirement Savings Plan sits mid-pack in the medium band (351 participants).
Published 5500 schedule card
Filing strip 061174588 · Conning & Company PY 2022 · 401(k)
Conning & Company (U.S.) Retirement Savings Plan · $119M · 351 · 94th
- BOY $119M
- BOY 351
- BOY 94th
- BOY 401(k)
- BOY near Georg Fischer Savings Tax-Advantaged Retirement Plan
- BOY ind #8303
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 Finance & Insurance retirement plans → · Plans in Connecticut →
Conning & Company (U.S.) Retirement Savings Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $143M |
|---|---|
| Net Assets (End of Year) | $119M |
| Net Income | -$24M |
| Employer EIN | 061174588 |
| Plan Effective Date | 2009-09-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Conning & Company)
Sponsor-wide plan assets over time
All Conning & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $160M 34.96693837570762% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 351 | $119M |
| 2023 | 1 | 365 | $138M |
| 2024 | 1 | 366 | $160M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
Conning & Company (U.S.) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Georg Fischer Savings Tax-Advantaged Retirement Plan in CA ($119M); by covered participants it is Natrol 401(k) Profit Sharing Plan in CA (351 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($119M here).
- Georg Fischer Savings Tax-Advantaged Retirement Plan (CA) $119M · 1,138
- Riker Danzig LLP Profit Sharing Plan (NJ) $119M · 139
- Bashas' Retirementplus Plan (AZ) $119M · 5,351
- Dental Care Alliance 401(k) Plan (FL) $119M · 3,328
Similar participant headcount
Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.
- Natrol 401(k) Profit Sharing Plan (CA) 351 · 0 off
- Pmg Retirement Savings Plan (TX) 351 · 0 off
- Ocado Solutions USA 401(k) Plan (VA) 351 · 0 off
- Rent-a-Tire, L.P. 401(k) Plan (TX) 351 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.