Defined Benefit (Pension) · DOL Form 5500 · 2022
Aetna Inc. Pension Plan
Data updated 2026-08-25
- $5.4B
- Total assets Very large vs avg
- 11,471
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $467,238
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of Aetna Inc. · Sponsored by Aetna Inc. · Connecticut · Finance & Insurance
$5.4B in assets, 11,471 participants
Aetna Inc.'s Retirement Plan for Employees of Aetna Inc. reported $5.4B in total assets and 11,471 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,221 in Finance & Insurance (9,261 peers)
Coverage in Connecticut
Retirement Plan for Employees of Aetna Inc. covers 11,471 participants in Connecticut, 16x the typical Connecticut plan (state average ~718 per filing). Assets: $5.4B.
- #9,221
- in Finance & Insurance (9,261 peers)
- -22.2%
- assets change YoY
- 54×
- vs typical plan assets (national mean)
The plan reported a net loss of $1.3B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Employees of Aetna Inc.'s outsized position by total assets
Retirement Plan for Employees of Aetna Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,359,687,499 Highest reported value at or above every one 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
Retirement Plan for Employees of Aetna Inc.'s mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Aetna Inc. is a mega filing (11,471 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 232229683 · Aetna Inc. PY 2022 · Defined Benefit (Pension)
Retirement Plan for Employees of Aetna Inc. · $5.4B · 11,471 · 100th
- IND $5.4B
- EOY 11,471
- 5500 100th
- ASSETS Defined Benefit (Pension)
- PCT near Constellation Retirement Program
- EIN ind #9221
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 →
Retirement Plan for Employees of Aetna Inc. in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $6.9B |
|---|---|
| Net Assets (End of Year) | $5.3B |
| Net Income | -$1.3B |
| Employer EIN | 232229683 |
| Plan Effective Date | 1955-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aetna Inc.)
Sponsor-wide plan assets over time
All Aetna Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.2B 2.1861818626899763% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11,471 | $5.4B |
| 2023 | 1 | 10,546 | $5.4B |
| 2024 | 1 | 9,682 | $5.2B |
Nearby Defined Benefit (Pension) Plans in Connecticut
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- GE Pension Plan $45.0B · 24,626
- Raytheon Company Pension Plan for Salaried Employees $11.6B · 13,495
- The Citigroup Pension Plan $10.5B · 18,484
- Eversource Pension Plan $5.9B · 4,126
- Raytheon Retirement Plan $4.7B · 4,467
Scale composition for Retirement Plan for Employees of Aetna Inc.
Retirement Plan for Employees of Aetna Inc. reports $5.4B in end-of-year assets across 11,471 participants (0.044% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $467,238 per participant (3.4x the national average assets-per-participant) . Net income for plan year 2022 was -$1.3B.
This plan identity (EIN 232229683, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.4B to $5.2B (-2.2%) while covered participants moved from 11,471 to 9,682 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,471 | $5.4B | This page |
| 2023 | 10,546 | $5.4B | Open filing |
| 2024 · index core | 9,682 | $5.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Retirement Plan for Employees of Aetna Inc. (Defined Benefit (Pension), $5.2B, 9,682 participants)
Retirement Plan for Employees of Aetna Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Constellation Retirement Program in PA ($5.4B); by covered participants it is Saint-Gobain Retirement Income Plan in PA (11,456 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5.4B here).
- Constellation Retirement Program (PA) $5.4B · 5,314
- Ufcw Consolidated Pension Fund (GA) $5.4B · 192,097
- Bp Retirement Accumulation Plan (TX) $5.4B · 9,156
- Midwest Operating Engineers Pension Trust Fund (IL) $5.4B · 12,568
Similar participant headcount
Nearest other-state filings by covered participants (11,471 participants); asset peers above are excluded.
- Saint-Gobain Retirement Income Plan (PA) 11,456 · 15 off
- Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund (CA) 11,420 · 51 off
- Disney Salaried Pension Plan D (CA) 11,405 · 66 off
- Phillips 66 Retirement Plan (TX) 11,398 · 73 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.