Other · DOL Form 5500 · 2022
Connecticut Association of Independent Schools, Inc Retirement Plan
Data updated 2026-08-25
- $113M
- Total assets Near avg plan size
- 605
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $186,420
- Avg per participant Above avg balance/head
Official DOL plan name: Cais Multiple Employer Plan · Sponsored by Connecticut Association of Independent Schools, Inc · Connecticut · Educational Services
$113M in assets, 605 participants
Connecticut Association of Independent Schools, Inc's Cais Multiple Employer Plan reported $113M in total assets and 605 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.
- #3,552 in Educational Services (4,024 peers)
Where Cais Multiple Employer Plan sits by assets
Cais Multiple Employer Plan sits in the top 10% of all filed plans by assets, $113M for 605 participants (~$186,420/participant).
- #3,552
- in Educational Services (4,024 peers)
- -$3M
- reported net income
- 1.1×
- 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.
Cais Multiple Employer Plan's outsized position by total assets
Cais Multiple Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$112,783,951 Top 7% higher than 93% 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
Cais Multiple Employer 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. Cais Multiple Employer Plan sits mid-pack in the medium band (605 participants).
DOL schedule card
Filing strip 060848965 · Connecticut Association of Independent Schools, Inc PY 2022 · Other
Cais Multiple Employer Plan · $113M · 605 · 93rd
- EIN $113M
- RANK 605
- PHOTO 93rd
- IND Other
- EOY near Meharry Medical College Defined Contribution Plan
- 5500 ind #3552
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 →
Cais Multiple Employer Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $113M |
| Net Income | -$3M |
| Employer EIN | 060848965 |
| Plan Effective Date | 2022-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Connecticut Association of Independent Schools, Inc)
Sponsor-wide plan assets over time
All Connecticut Association of Independent Schools, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $257M 127.72229534679096% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 605 | $113M |
| 2023 | 1 | 817 | $183M |
| 2024 | 1 | 912 | $257M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Cais Multiple Employer Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Meharry Medical College Defined Contribution Plan in TN ($113M); by covered participants it is Mount Saint Mary's University 403(b) Retirement Pl in CA (605 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($113M here).
Similar participant headcount
Nearest other-state filings by covered participants (605 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.