401(k) · DOL Form 5500 · 2022

Connex Credit Union, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
124
Participants Small participant base
73rd
Percentile by assets National rank
$122,432
Avg per participant Near avg balance/head
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Official DOL plan name: Connex Credit Union, Inc. 401(k) Plan and Trust · Sponsored by Connex Credit Union, Inc. · Connecticut · Finance & Insurance

$15M in assets, 124 participants

Connex Credit Union, Inc.'s Connex Credit Union, Inc. 401(k) Plan and Trust reported $15M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,346 in Finance & Insurance (9,261 peers)

Coverage in Connecticut

Connex Credit Union, Inc. 401(k) Plan and Trust covers 124 participants in Connecticut, about 17% of the average Connecticut filer (state average ~718 per filing). Assets: $15M.

#5,346
in Finance & Insurance (9,261 peers)
-10.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Connex Credit Union, Inc. 401(k) Plan and Trust's outsized position by total assets

Connex Credit Union, Inc. 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,181,568 Top 27% higher than 73% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Connex Credit Union, Inc. 401(k) Plan and Trust 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. Connex Credit Union, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (124 participants).

DOL schedule card

Filing strip 060655052 · Connex Credit Union, Inc. PY 2022 · 401(k)

Connex Credit Union, Inc. 401(k) Plan and Trust · $15M · 124 · 73rd

  • NET $15M
  • NET 124
  • NET 73rd
  • NET 401(k)
  • NET near Allen Tate Companies Retirement Plan
  • NET ind #5346

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 →

Connex Credit Union, Inc. 401(k) Plan and Trust in the asset neighbourhood

Connex Credit Union, Inc. 401(k) Plan and TrustConnex Credit Union, Inc. 40…$15MAllen Tate Companies Retirement PlanAllen Tate Companies Retirem…$15MCold Jet, LLC Retirement Savings 401(k) Profit Sharing PlanCold Jet, LLC Retirement Sav…$15ME Source 401(k) Plan$15MCommunity Resources for Justice, Inc. 401(k) Retirement PlanCommunity Resources for Just…$15M
End-of-year total assets ($M) among Connex Credit Union, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN060655052
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Connex Credit Union, Inc.)

Sponsor-wide plan assets over time

All Connex Credit Union, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 28.462870238436505% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.2M $19.5M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 124 $15M
2023 1 141 $18M
2024 1 147 $20M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Connex Credit Union, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Connex Credit Union, Inc. 401(k) Plan and Trust, Total assets ($B): 0.015181568 · Participants: 124Connex Credit Union, Inc. 401(k) Plan and TrustUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Connex Credit Union, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Connex Credit Union, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Connex Credit Union, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Allen Tate Companies Retirement Plan in NC ($15M); by covered participants it is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Connex Credit Union, Inc. 401(k) Plan and Trust assets move in 2022? ▼
Connex Credit Union, Inc. 401(k) Plan and Trust pulled back noticeably - down 10.4% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Connex Credit Union, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connex Credit Union, Inc.'s sponsor-wide assets grew 28.5%, from $15M to $20M.
Which 401(k) plans are similar in size to Connex Credit Union, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Allen Tate Companies Retirement Plan in NC ($15M, 323 participants).
Which 401(k) plans cover a similar participant headcount to Connex Credit Union, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060655052.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.