401(k)
2022 plan-year 401(k) DOL Form 5500

The Connecticare Savings and Investment Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Connecticare Capital, LLC · Connecticut · Management of Enterprises

What the 2023 filing shows

The Connecticare Savings and Investment Plan holds $131M for 691 participants — about $189,306 per participant, down 16.9% over the 2022 plan year.

$131M
total plan assets (2022 EOY)
691
covered participants
$189,306
avg assets per participant
-16.9%
assets change YoY

The plan reported a net loss of $27M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$131M
Participants
691
State
Industry
Management of Enterprises

What the Filing Says About The Connecticare Savings and Investment Plan

The Connecticare Savings and Investment Plan is a 401(k) retirement plan sponsored by Connecticare Capital, LLC, headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $131M in total end-of-year assets and covers 691 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 061633074, and the plan has been effective since 1996-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $157M at the beginning of 2022 to $131M at year-end — a decline of 16.9%. Net assets (after liabilities) closed the year at $131M, with reported net income of $-26,591,210 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$157M
Total Assets (End of Year)$131M
Net Assets (End of Year)$131M
Net Income$-26,591,210
Plan Type401(k)
Employer EIN061633074
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Connecticare Capital, LLC)

Year Plans Participants Total Assets
2022 1 691 $131M
2023 1 691 $142M
2024 1 577 $147M

Nearby 401(k) Plans in Connecticut

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

Frequently Asked Questions

How much money is in the The Connecticare Savings and Investment Plan?
As of the 2022 Form 5500 filing, The Connecticare Savings and Investment Plan holds $131M in total assets with 691 participants. It is sponsored by Connecticare Capital, LLC.
What type of plan is The Connecticare Savings and Investment Plan?
The Connecticare Savings and Investment Plan is a 401(k) plan. It has been effective since 1996-01-01. The plan is filed with the U.S. Department of Labor under EIN 061633074.
Who sponsors the The Connecticare Savings and Investment Plan?
The Connecticare Savings and Investment Plan is sponsored by Connecticare Capital, LLC, located in Connecticut. The sponsor's EIN is 061633074 and the plan operates in the Management of Enterprises industry.
How did The Connecticare Savings and Investment Plan perform in 2022?
The Connecticare Savings and Investment Plan declined by 16.9% during 2022, moving from $157M to $131M in total assets. Net income was $-26,591,210.
Where can I find official filings for The Connecticare Savings and Investment Plan?
Official Form 5500 filings for The Connecticare Savings and Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 061633074 or plan name at efast.dol.gov.
How does The Connecticare Savings and Investment Plan compare to other plans?
You can compare The Connecticare Savings and Investment Plan against other 401(k) plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 061633074.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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