Other · DOL Form 5500 · 2022

The Connection, Inc. Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
410
Participants Below avg headcount
75th
Percentile by assets National rank
$42,395
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of the Connection, Inc. · Sponsored by The Connection, Inc. · Connecticut · Healthcare & Social Assistance

$17M in assets, 410 participants

The Connection, Inc.'s 403(b) Thrift Plan of the Connection, Inc. reported $17M in total assets and 410 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,894 in Healthcare & Social Assistance (20,060 peers)

Where 403(b) Thrift Plan of the Connection, Inc. sits by assets

403(b) Thrift Plan of the Connection, Inc. sits in the top quartile of all filed plans by assets, $17M for 410 participants (~$42,395/participant), down 13.2% in 2022.

#15,894
in Healthcare & Social Assistance (20,060 peers)
-13.2%
assets change YoY
0.2×
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.

403(b) Thrift Plan of the Connection, Inc.'s outsized position by total assets

403(b) Thrift Plan of the Connection, Inc. vs every filed plan by assets

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

$17,381,745 Top 25% higher than 75% 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

403(b) Thrift Plan of the Connection, Inc. 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. 403(b) Thrift Plan of the Connection, Inc. sits mid-pack in the medium band (410 participants).

Published 5500 schedule card

Filing strip 060886125 · The Connection, Inc. PY 2022 · Other

403(b) Thrift Plan of the Connection, Inc. · $17M · 410 · 75th

  • TYPE $17M
  • TYPE 410
  • TYPE 75th
  • TYPE Other
  • TYPE near Wesleyan College Retirement Plan
  • TYPE ind #15894

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

403(b) Thrift Plan of the Connection, Inc. in the asset neighbourhood

Valley-Wide Health Systems, Inc. 403(b) PlanValley-Wide Health Systems, …$17MFriendship Public Charter School 403(b) PlanFriendship Public Charter Sc…$17M403(b) Thrift Plan of the Connection, Inc.403(b) Thrift Plan of the Co…$17MWesleyan College Retirement PlanWesleyan College Retirement …$17MNational Council for Behavioral Health Pension PlanNational Council for Behavio…$17M
End-of-year total assets ($M) among 403(b) Thrift Plan of the Connection, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN060886125
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Connection, Inc.)

Sponsor-wide plan assets over time

All The Connection, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 21.162984498967162% vs 2022
2023 filing year
$16M$18M$20M$22M 20222023 $17.4M $21.1M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 410 $17M
2023 1 389 $21M

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of the Connection, Inc. vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants 403(b) Thrift Plan of the Connection, Inc., Total assets ($B): 0.017381745 · Participants: 410403(b) Thrift Plan of the Connection, Inc.Yale 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
403(b) Thrift Plan of the Connection, Inc. vs. nearby Other plans in Connecticut, assets vs. participants
Compare 403(b) Thrift Plan of the Connection, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of the Connection, Inc.'s out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Wesleyan College Retirement Plan in GA ($17M); by covered participants it is 403(b) Thrift Plan of the Catholic Charities in CO (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 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 403(b) Thrift Plan of the Connection, Inc. assets move in 2022? ▼
403(b) Thrift Plan of the Connection, Inc. pulled back noticeably - down 13.2% during 2022, from $20M to $17M. Reported net income was -$3M.
How have The Connection, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Connection, Inc.'s sponsor-wide assets grew 21.2%, from $17M to $21M.
Where does 403(b) Thrift Plan of the Connection, Inc. rank by assets among Form 5500 filers? ▼
403(b) Thrift Plan of the Connection, Inc. ranks in the 75th 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 403(b) Thrift Plan of the Connection, Inc.? ▼
Among Other plans in other states, the closest by assets is Wesleyan College Retirement Plan in GA ($17M, 193 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of the Connection, Inc.? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of the Catholic Charities in CO (410 participants, $16M 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 060886125.

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.