401(k) · DOL Form 5500 · 2022

Connecticut Mutual Holding Company 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
162
Participants Small participant base
81st
Percentile by assets National rank
$165,516
Avg per participant Above avg balance/head
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Official DOL plan name: Connecticut Mutual Holding Company 401(k) Profit Sharing Plan · Sponsored by Connecticut Mutual Holding Company · Connecticut · Finance & Insurance

$27M in assets, 162 participants

Connecticut Mutual Holding Company's Connecticut Mutual Holding Company 401(k) Profit Sharing Plan reported $27M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,479 in Finance & Insurance (9,261 peers)

Coverage in Connecticut

Connecticut Mutual Holding Company 401(k) Profit Sharing Plan covers 162 participants in Connecticut, about 23% of the average Connecticut filer (state average ~718 per filing). Assets: $27M.

#6,479
in Finance & Insurance (9,261 peers)
-11.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Connecticut Mutual Holding Company 401(k) Profit Sharing Plan's outsized position by total assets

Connecticut Mutual Holding Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$26,813,570 Top 19% higher than 81% 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

Connecticut Mutual Holding Company 401(k) Profit Sharing 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. Connecticut Mutual Holding Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (162 participants).

Plan-year Form 5500 strip

Filing strip 061608237 · Connecticut Mutual Holding Company PY 2022 · 401(k)

Connecticut Mutual Holding Company 401(k) Profit Sharing Plan · $27M · 162 · 81st

  • ASSETS $27M
  • PCT 162
  • EIN 81st
  • RANK 401(k)
  • PHOTO near Dannis Woliver Kelley Profit Sharing Plan
  • IND ind #6479

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 →

Connecticut Mutual Holding Company 401(k) Profit Sharing Plan in the asset neighbourhood

Oto Development 401(k) Plan$27MConnecticut Mutual Holding Company 401(k) Profit Sharing PlanConnecticut Mutual Holding C…$27MDannis Woliver Kelley Profit Sharing PlanDannis Woliver Kelley Profit…$27MTiffany & Bosco, P.a. Profit Sharing 401(k) PlanTiffany & Bosco, P.a. Profit…$27MMeriwest Credit Union 401(k) PlanMeriwest Credit Union 401(k)…$27M
End-of-year total assets ($M) among Connecticut Mutual Holding Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$27M
Net Income-$3M
Employer EIN061608237
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Connecticut Mutual Holding Company)

Sponsor-wide plan assets over time

All Connecticut Mutual Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$32M 20.25678042871576% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.8M $32.3M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 162 $27M
2023 1 156 $30M
2024 1 160 $32M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Connecticut Mutual Holding Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Connecticut Mutual Holding Company 401(k) Profit Sharing Plan, Total assets ($B): 0.02681357 · Participants: 162Connecticut Mutual Holding Company 401(k) Profit Sharing PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Connecticut Mutual Holding Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Connecticut Mutual Holding Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Connecticut Mutual Holding Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Dannis Woliver Kelley Profit Sharing Plan in CA ($27M); by covered participants it is News Communications Inc. 401(k) in TX (162 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Connecticut Mutual Holding Company 401(k) Profit Sharing Plan assets move in 2022? ▼
Connecticut Mutual Holding Company 401(k) Profit Sharing Plan pulled back noticeably - down 11.4% during 2022, from $30M to $27M. Reported net income was -$3M.
How have Connecticut Mutual Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connecticut Mutual Holding Company's sponsor-wide assets grew 20.3%, from $27M to $32M.
Where does Connecticut Mutual Holding Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Connecticut Mutual Holding Company 401(k) Profit Sharing Plan ranks in the 81st 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 401(k) plans are similar in size to Connecticut Mutual Holding Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dannis Woliver Kelley Profit Sharing Plan in CA ($27M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Connecticut Mutual Holding Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is News Communications Inc. 401(k) in TX (162 participants, N/A 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 061608237.

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.