Other · DOL Form 5500 · 2022

The University of Connecticut Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
130
Participants Small participant base
85th
Percentile by assets National rank
$268,014
Avg per participant High balance/head
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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.

  • #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.

#2,869
in Educational Services (4,024 peers)
-12.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

The University of Connecticut Foundation, Inc. Retirement Annuity Plan's outsized position 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

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

The University of Connecticut Foundation, Inc. Retirement Annuity 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. The University of Connecticut Foundation, Inc. Retirement Annuity Plan sits mid-pack in the medium band (130 participants).

Published 5500 schedule card

Filing strip 066070722 · The University of Connecticut Foundation, Inc. PY 2022 · Other

The University of Connecticut Foundation, Inc. Retirement Annuity Plan · $35M · 130 · 85th

  • BOOK $35M
  • VS-ST 130
  • BOY 85th
  • SCH Other
  • EBSA near Midpen Property Management Corp. 403(b) Plan
  • PART ind #2869

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 Educational Services retirement plans → · Plans in Connecticut →

The University of Connecticut Foundation, Inc. Retirement Annuity Plan in the asset neighbourhood

Utimco 403(b) Tax Sheltered Annuity PlanUtimco 403(b) Tax Sheltered …$35MMalone University 403(b) DC PlanMalone University 403(b) DC …$35MMidpen Property Management Corp. 403(b) PlanMidpen Property Management C…$35MThe University of Connecticut Foundation, Inc. Retirement Annuity PlanThe University of Connecticu…$35MThiel College Retirement Plan$35M
End-of-year total assets ($M) among The University of Connecticut Foundation, Inc. Retirement Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$35M
Net Income-$5M
Employer EIN066070722
Plan Effective Date1989-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Connecticut Foundation, Inc.)

Sponsor-wide plan assets over time

All The University of Connecticut Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 41.89874967582084% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $34.8M $49.4M ▲ +41.9%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants The University of Connecticut Foundation, Inc. Retirement Annuity Plan, Total assets ($B): 0.034841844 · Participants: 130The University of Connecticut Foundation, Inc. Retirement Annuity PlanYale University Retirement Account Plan, Total assets ($B): 6.417767985 · Participants: 11281Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare 403(b)Plan
The University of Connecticut Foundation, Inc. Retirement Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare The University of Connecticut Foundation, Inc. Retirement Annuity Plan side-by-side with 3 peers →

The University of Connecticut Foundation, Inc. Retirement Annuity Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Midpen Property Management Corp. 403(b) Plan in CA ($35M); by covered participants it is Albany Community Action Partnership 403(b) Plan in NY (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (130 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 The University of Connecticut Foundation, Inc. Retirement Annuity Plan assets move in 2022? ▼
The University of Connecticut Foundation, Inc. Retirement Annuity Plan pulled back noticeably - down 12.5% during 2022, from $40M to $35M. Reported net income was -$5M.
How have The University of Connecticut Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Connecticut Foundation, Inc.'s sponsor-wide assets grew 41.9%, from $35M to $49M.
Where does The University of Connecticut Foundation, Inc. Retirement Annuity Plan rank by assets among Form 5500 filers? ▼
The University of Connecticut Foundation, Inc. Retirement Annuity Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The University of Connecticut Foundation, Inc. Retirement Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Midpen Property Management Corp. 403(b) Plan in CA ($35M, 503 participants).
Which Other plans cover a similar participant headcount to The University of Connecticut Foundation, Inc. Retirement Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Albany Community Action Partnership 403(b) Plan in NY (130 participants, $3M 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 066070722.

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.