Defined Benefit (Pension) · DOL Form 5500 · 2022

Union Savings Bank Pension Plan

Data updated 2026-08-11

$106M
Total assets
330
Participants
93rd
Percentile by assets
$321,585
Avg per participant
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Official DOL plan name: Union Savings Bank Retirement Plan · Sponsored by Union Savings Bank · Connecticut · Finance & Insurance

$106M in assets, 330 participants

Union Savings Bank's Union Savings Bank Retirement Plan reported $106M in total assets and 330 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #8,232 in Finance & Insurance (9,261 peers)

Coverage in Connecticut

Union Savings Bank Retirement Plan covers 330 participants in Connecticut, about 46% of the average Connecticut filer (state average ~718 per filing). Assets: $106M.

$106M
total plan assets (2022 EOY)
330
covered participants
93rd
percentile by assets (of 139,126 plans)
$321,585
avg assets per participant

The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Union Savings Bank Retirement Plan reports 330 participants - about 46% of that state average ($106M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$106M
Net Income-$26M
Employer EIN060570800
Plan Effective Date1947-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Savings Bank)

$160M$170M$180M$190M$200M 202220232024 $163M $191M ▲ +17.2%
Total plan assets by year, all Union Savings Bank plans on file
Year Plans Participants Total Assets
2022 2 680 $163M
2023 2 659 $183M
2024 2 675 $191M

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Union Savings Bank Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants

Union Savings Bank Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Union Savings Bank R…GE Pension PlanRaytheon Company Pen…The Citigroup Pensio…Eversource Pension P…Retirement Plan for …
Union Savings Bank Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Union Savings Bank Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Union Savings Bank Retirement Plan assets move in 2022?
Union Savings Bank Retirement Plan declined sharply - down 19.7% during 2022, from $132M to $106M. Reported net income was -$26M.
How have Union Savings Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), Union Savings Bank's sponsor-wide assets grew 17.2%, from $163M to $191M.
Where does Union Savings Bank Retirement Plan rank by assets among Form 5500 filers?
Union Savings Bank Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Union Savings Bank Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Houston Hospitals, Inc. Retirement Plan in GA ($106M, 377 participants).

Next read for Union Savings Bank Retirement Plan

Filing takeaways

Ways to act on Union Savings Bank Retirement Plan's numbers.