401(k) · DOL Form 5500 · 2023

Knights of Columbus 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
879
Participants Near avg headcount
83rd
Percentile by assets National rank
$45,285
Avg per participant Low balance/head
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Official DOL plan name: The Knights of Columbus Tax Savings Investment Plan for U.S. Agents · Sponsored by Knights of Columbus · Connecticut · Finance & Insurance

$40M in assets, 879 participants

Knights of Columbus's The Knights of Columbus Tax Savings Investment Plan for U.S. Agents reported $40M in total assets and 879 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,555 in Finance & Insurance (8,869 peers)

Where The Knights of Columbus Tax Savings Investment Plan for U.S. Agents sits by assets

The Knights of Columbus Tax Savings Investment Plan for U.S. Agents sits in the top quartile of all filed plans by assets, $40M for 879 participants (~$45,285/participant), up 18.1% in 2023.

#6,555
in Finance & Insurance (8,869 peers)
+18.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Knights of Columbus Tax Savings Investment Plan for U.S. Agents's outsized position by total assets

The Knights of Columbus Tax Savings Investment Plan for U.S. Agents vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$39,805,228 Top 17% higher than 83% of 127,068 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 2023

The Knights of Columbus Tax Savings Investment Plan for U.S. Agents among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Knights of Columbus Tax Savings Investment Plan for U.S. Agents sits mid-pack in the medium band (879 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Knights of Columbus Tax Savings Investment Plan for U.S. Agents reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Knights of Columbus Tax Savings Investment Plan for U.S. Agents end-of-year assets rose from $34M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • The Knights of Columbus Tax Savings Investment Plan for U.S. Agents reported participants fell from 910 in the plan year 2022 filing to 879 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060416470 · Knights of Columbus PY 2023 · 401(k)

The Knights of Columbus Tax Savings Investment Plan for U.S. Agents · $40M · 879 · 83rd

  • EIN $40M
  • EIN 879
  • EIN 83rd
  • EIN 401(k)
  • EIN near Employee 401(k) Plan & Trust of Dealers Electrical Supply Co.
  • EIN ind #6555

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 →

The Knights of Columbus Tax Savings Investment Plan for U.S. Agents in the asset neighbourhood

The Knights of Columbus Tax Savings Investment Plan for U.S. AgentsThe Knights of Columbus Tax …$40MEmployee 401(k) Plan & Trust of Dealers Electrical Supply Co.Employee 401(k) Plan & Trust…$40MSilgan Containers Employees' Retirement Savings Plan - UnionSilgan Containers Employees'…$40MDeutsch Kerrigan L.L.P. 401(k) Profit Share PlanDeutsch Kerrigan L.L.P. 401(…$40MTmc 401(k) Retirement Savings PlanTmc 401(k) Retirement Saving…$40M
End-of-year total assets ($M) among The Knights of Columbus Tax Savings Investment Plan for U.S. Agents and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$40M
Net Income$6M
Employer EIN060416470
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Knights of Columbus)

Sponsor-wide plan assets over time

All Knights of Columbus plans reported in each filing year

Latest sponsor-wide plan assets
$863M 22.507964752123684% vs 2022
2024 filing year
$650M$700M$750M$800M$850M$900M 202220232024 $704M $863M ▲ +22.5%
Year Plans Participants Total Assets
2022 5 3,373 $704M
2023 5 3,440 $798M
2024 5 3,483 $863M

Nearby 401(k) Plans in Connecticut

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

The Knights of Columbus Tax Savings Investment Plan for U.S. Agents vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Knights of Columbus Tax Savings Investment Plan for U.S. Agents, Total assets ($B): 0.039805228 · Participants: 879The Knights of Columbus Tax Savings Investment Plan for U.S. AgentsRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
The Knights of Columbus Tax Savings Investment Plan for U.S. Agents vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Knights of Columbus Tax Savings Investment Plan for U.S. Agents side-by-side with 3 peers →

The Knights of Columbus Tax Savings Investment Plan for U.S. Agents's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Employee 401(k) Plan & Trust of Dealers Electrical Supply Co. in TX ($40M); by covered participants it is Delaware Resource Group of Oklahoma, LLC 401(k) Plan in OK (879 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (879 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Knights of Columbus Tax Savings Investment Plan for U.S. Agents assets move in 2023? ▼
The Knights of Columbus Tax Savings Investment Plan for U.S. Agents grew sharply - up 18.1% during 2023, from $34M to $40M. Reported net income was $6M.
How have Knights of Columbus plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Knights of Columbus's sponsor-wide assets grew 22.5%, from $704M to $863M.
Where does The Knights of Columbus Tax Savings Investment Plan for U.S. Agents rank by assets among Form 5500 filers? ▼
The Knights of Columbus Tax Savings Investment Plan for U.S. Agents ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Knights of Columbus Tax Savings Investment Plan for U.S. Agents? ▼
Among 401(k) plans in other states, the closest by assets is Employee 401(k) Plan & Trust of Dealers Electrical Supply Co. in TX ($40M, 511 participants).
Which 401(k) plans cover a similar participant headcount to The Knights of Columbus Tax Savings Investment Plan for U.S. Agents? ▼
Among 401(k) plans in other states, the closest by covered participants is Delaware Resource Group of Oklahoma, LLC 401(k) Plan in OK (879 participants, $71M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060416470.

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.