Other · DOL Form 5500 · 2022
The University of Connecticut Foundation, Inc. Retirement Plan
Data updated 2026-08-11
- $35M
- Total assets
- 130
- Participants
- 85th
- Percentile by assets
- $268,014
- Avg per participant
Official DOL plan name: The University of Connecticut Foundation, Inc. Retirement Annuity Plan · Sponsored by The University of Connecticut Foundation, Inc. · Connecticut · Educational Services
$35M in assets, 130 participants
The University of Connecticut Foundation, Inc.'s The University of Connecticut Foundation, Inc. Retirement Annuity Plan reported $35M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 139,126 plans)
- #2,869 in Educational Services (4,024 peers)
Coverage in Connecticut
The University of Connecticut Foundation, Inc. Retirement Annuity Plan covers 130 participants in Connecticut, about 18% of the average Connecticut filer (state average ~718 per filing). Assets: $35M.
- $35M
- total plan assets (2022 EOY)
- 130
- covered participants
- 85th
- percentile by assets (of 139,126 plans)
- $268,014
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where The University of Connecticut Foundation, Inc. Retirement Annuity Plan sits by total assets
The University of Connecticut Foundation, Inc. Retirement Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$34,841,844 Top 15% higher than 85% 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
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. The University of Connecticut Foundation, Inc. Retirement Annuity Plan reports 130 participants - about 18% of that state average ($35M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | -$5M |
| Employer EIN | 066070722 |
| Plan Effective Date | 1989-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Connecticut Foundation, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 130 | $35M |
| 2023 | 1 | 170 | $42M |
| 2024 | 1 | 169 | $49M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
The University of Connecticut Foundation, Inc. Retirement Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants
- Yale University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
Similar-Sized Other Plans Nationally
Other plans in other states closest to The University of Connecticut Foundation, Inc. Retirement Annuity Plan by total assets, not by location.
- Midpen Property Management Corp. 403(b) Plan (CA) $35M · 503
- Malone University 403(b) DC Plan (OH) $35M · 140
- Thiel College Retirement Plan (PA) $35M · 219
- Utimco 403(b) Tax Sheltered Annuity Plan (TX) $35M · 115
Frequently Asked Questions
How did The University of Connecticut Foundation, Inc. Retirement Annuity Plan assets move in 2022? ▼
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Next read for The University of Connecticut Foundation…
Filing takeaways
Ways to act on The University of Connecticut Foundation, Inc. Retirement Annuity Plan's numbers.
- By total assets, The University of Connecticut Foundation, Inc. Retirement Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- The University of Connecticut Foundation, Inc.'s sponsor-wide assets have grown 41.9% since 2022 across 3 plan years on file. More Educational Services plans