401(k) · DOL Form 5500 · 2022
Connlee Inc 401(k) Plan
Data updated 2026-08-25
- $15K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 2nd
- Percentile by assets National rank
- $14,600
- Avg per participant Low balance/head
Official DOL plan name: Connlee Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Connlee Inc · Connecticut · Finance & Insurance
$15K in assets, 1 participants
Connlee Inc's Connlee Inc 401(k) Profit Sharing Plan & Trust reported $15K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.
- #102 in Finance & Insurance (9,261 peers)
Connlee Inc multi-year trail
Connlee Inc's plans moved +196.4% in assets from 2022 to 2024; this filing shows Connlee Inc 401(k) Profit Sharing Plan & Trust at $15K / 1 participant.
- #102
- in Finance & Insurance (9,261 peers)
- -93.1%
- assets change YoY
The plan reported a net loss of $198K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Connlee Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Connlee Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,600 2nd percentile higher than 2% 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
Connlee Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Connlee Inc 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 453231516 · Connlee Inc PY 2022 · 401(k)
Connlee Inc 401(k) Profit Sharing Plan & Trust · $15K · 1 · 2nd
- NET $15K
- BOOK 1
- VS-ST 2nd
- BOY 401(k)
- SCH near Waite Agency Retirement Plan
- EBSA ind #102
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 →
Connlee Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Connlee Inc multi-year asset trail
Sponsor-wide plan assets over time
All Connlee Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $43K 196.41095890410958% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $15K |
| 2023 | 1 | 1 | $53K |
| 2024 | 1 | 1 | $43K |
Connlee Inc filing trail (2022)
| Total Assets (Beginning of Year) | $212K |
|---|---|
| Net Assets (End of Year) | $15K |
| Net Income | -$198K |
| Employer EIN | 453231516 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
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
Connlee Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Waite Agency Retirement Plan in FL ($15K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.