401(k) · DOL Form 5500 · 2023

Knights of Columbus 401(k) Plan

Data updated 2026-08-25

$139M
Total assets Near avg plan size
613
Participants Below avg headcount
93rd
Percentile by assets National rank
$227,565
Avg per participant Above avg balance/head
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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.

  • #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.

#7,921
in Finance & Insurance (8,869 peers)
+16.6%
assets growth YoY
1.4×
vs typical plan assets (national mean)

The Management Tax Savings Investment Plan for Knights of Columbus's outsized position by total assets

The Management Tax Savings Investment Plan for Knights of Columbus vs every filed plan by assets

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

$139,497,334 Top 7% higher than 93% 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 Management Tax Savings Investment Plan for Knights of Columbus 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 Management Tax Savings Investment Plan for Knights of Columbus sits mid-pack in the medium band (613 participants).

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 →

Plan-year Form 5500 strip

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

The Management Tax Savings Investment Plan for Knights of Columbus · $139M · 613 · 93rd

  • NET $139M
  • BOOK 613
  • VS-ST 93rd
  • BOY 401(k)
  • SCH near Availity, L.L.C. 401(k) Retirement Savings Plan
  • EBSA ind #7921

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 Management Tax Savings Investment Plan for Knights of Columbus in the asset neighbourhood

Cavco Industries, Inc. 401(k) PlanCavco Industries, Inc. 401(k…$140MThe Management Tax Savings Investment Plan for Knights of ColumbusThe Management Tax Savings I…$139MAvaility, L.L.C. 401(k) Retirement Savings PlanAvaility, L.L.C. 401(k) Reti…$139MCte 401(k) Plan$139MCmg Hourly 401(k) Plan$139M
End-of-year total assets ($M) among The Management Tax Savings Investment Plan for Knights of Columbus and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

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 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 ($B) Participants The Management Tax Savings Investment Plan for Knights of Columbus, Total assets ($B): 0.139497334 · Participants: 613The Management Tax Savings Investment Plan for Knights of ColumbusRtx 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 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 Plan for Knights of Columbus side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Availity, L.L.C. 401(k) Retirement Savings Plan in FL ($139M); by covered participants it is The Pdc Energy, Inc. 401(k) & Profit Sharing Plan in CO (613 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($139M here).

Similar participant headcount

Nearest other-state filings by covered participants (613 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 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).
Which 401(k) plans cover a similar participant headcount to The Management Tax Savings Investment Plan for Knights of Columbus? ▼
Among 401(k) plans in other states, the closest by covered participants is The Pdc Energy, Inc. 401(k) & Profit Sharing Plan in CO (613 participants, $139M 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.