Defined Benefit (Pension) · DOL Form 5500 · 2022

Union Savings Bank Pension Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
330
Participants Below avg headcount
93rd
Percentile by assets National rank
$321,585
Avg per participant High balance/head
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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.

  • #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.

#8,232
in Finance & Insurance (9,261 peers)
-19.7%
assets change YoY
1.1×
vs typical plan assets (national mean)

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.

Union Savings Bank Retirement Plan's outsized position by total assets

Union Savings Bank Retirement Plan vs every filed plan by assets

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

$106,122,944 Top 7% higher than 93% 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

Union Savings Bank Retirement Plan 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. Union Savings Bank Retirement Plan sits mid-pack in the medium band (330 participants).

DOL schedule card

Filing strip 060570800 · Union Savings Bank PY 2022 · Defined Benefit (Pension)

Union Savings Bank Retirement Plan · $106M · 330 · 93rd

  • EIN $106M
  • EIN 330
  • EIN 93rd
  • EIN Defined Benefit (Pension)
  • EIN near Houston Hospitals, Inc. Retirement Plan
  • EIN ind #8232

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 →

Union Savings Bank Retirement Plan in the asset neighbourhood

Volvo Retirement Plan$106MHouston Hospitals, Inc. Retirement PlanHouston Hospitals, Inc. Reti…$106MUnion Savings Bank Retirement PlanUnion Savings Bank Retiremen…$106MCommonwealth Rolled Products, Inc. Hourly Employees Pension PlanCommonwealth Rolled Products…$106MRetirement Plan for Employees of Fairfield Manufacturing Company Inc.Retirement Plan for Employee…$106M
End-of-year total assets ($M) among Union Savings Bank Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Union Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$191M 17.158906304260768% vs 2022
2024 filing year
$160M$170M$180M$190M$200M 202220232024 $163M $191M ▲ +17.2%
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 Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Union Savings Bank Retirement Plan, Total assets ($B): 0.106122944 · Participants: 330Union Savings Bank Retirement PlanGE Pension Plan, Total assets ($B): 45.011810846 · Participants: 24626GE Pension PlanRaytheon Company Pension Plan for Salaried Employees, Total assets ($B): 11.559983892 · Participants: 13495Raytheon Company Pension Plan for Salaried EmployeesThe Citigroup Pension Plan, Total assets ($B): 10.501575547 · Participants: 18484The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.933906102 · Participants: 4126Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.359687499 · Participants: 11471Retirement Plan for Employees of Aetna Inc.
Union Savings Bank Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Union Savings Bank Retirement Plan side-by-side with 3 peers →

Union Savings Bank Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Houston Hospitals, Inc. Retirement Plan in GA ($106M); by covered participants it is St. Lukes-Roosevelt Hospital Center Employees' Pension Plan in NY (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Union Savings Bank Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is St. Lukes-Roosevelt Hospital Center Employees' Pension Plan in NY (330 participants, $131M 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 060570800.

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.