401(k) · DOL Form 5500 · 2023

Knights of Columbus 401(k) Plan

Data updated 2026-08-11

$139M
Total assets
613
Participants
93rd
Percentile by assets
$227,565
Avg per participant
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Official DOL plan name: The Management Tax Savings Investment Plan for Knights of Columbus · Sponsored by Knights of Columbus · Connecticut · Finance & Insurance

$139M in assets, 613 participants

Knights of Columbus's The Management Tax Savings Investment Plan for Knights of Columbus reported $139M in total assets and 613 participants in its 2023 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #7,921 in Finance & Insurance (8,869 peers)

Where The Management Tax Savings Investment Plan for Knights of Columbus sits by assets

The Management Tax Savings Investment Plan for Knights of Columbus sits in the top 10% of all filed plans by assets, $139M for 613 participants (~$227,565/participant), up 16.6% in 2023.

$139M
total plan assets (2023 EOY)
613
covered participants
93rd
percentile by assets (of 127,072 plans)
$227,565
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Management Tax Savings Investment Plan for Knights of Columbus reported net income rose from -$18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • The Management Tax Savings Investment Plan for Knights of Columbus end-of-year assets rose from $120M in the plan year 2022 filing to $139M in the plan year 2023 filing.
  • The Management Tax Savings Investment Plan for Knights of Columbus reported participants rose from 606 in the plan year 2022 filing to 613 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Connecticut
Industry
Finance & Insurance

The Management Tax Savings Investment Plan for Knights of Columbus vs the 2023 asset distribution

By assets, The Management Tax Savings Investment Plan for Knights of Columbus outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$139M
Net Income$20M
Employer EIN060416470
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Knights of Columbus)

$650M$700M$750M$800M$850M$900M 202220232024 $704M $863M ▲ +22.5%
Total plan assets by year, all Knights of Columbus plans on file
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 Management Tax Savings Investment Plan for Knights of Columbus vs. nearby 401(k) plans in Connecticut, assets vs. participants

The Management Tax Savings Investment Plan for Knights of Columbus vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Management Tax S…Rtx Savings PlanCiti Retirement Savi…The Hartford Investm…Xerox Corporation Sa…Eversource 401(k) Plan
The Management Tax Savings Investment Plan for Knights of Columbus vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Management Tax Savings Investment Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Management Tax Savings Investment Plan for Knights of Columbus by total assets, not by location.

Frequently Asked Questions

How did The Management Tax Savings Investment Plan for Knights of Columbus assets move in 2023? ▼
The Management Tax Savings Investment Plan for Knights of Columbus grew sharply - up 16.6% during 2023, from $120M to $139M. Reported net income was $20M.
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 Management Tax Savings Investment Plan for Knights of Columbus rank by assets among Form 5500 filers? ▼
The Management Tax Savings Investment Plan for Knights of Columbus ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Management Tax Savings Investment Plan for Knights of Columbus? ▼
Among 401(k) plans in other states, the closest by assets is Availity, L.L.C. 401(k) Retirement Savings Plan in FL ($139M, 1,397 participants).

Next read for The Management Tax Savings Investment Pl…

Scale reading

Ways to act on The Management Tax Savings Investment Plan for Knights of Columbus's numbers.

  • By total assets, The Management Tax Savings Investment Plan for Knights of Columbus ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
  • Knights of Columbus's sponsor-wide assets have grown 22.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.