Other · DOL Form 5500 · 2023

Connecticut Association of Independent Schools, Inc Retirement Plan

Data updated 2026-08-25

$183M
Total assets Near avg plan size
817
Participants Near avg headcount
94th
Percentile by assets National rank
$224,311
Avg per participant Above avg balance/head
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Official DOL plan name: Cais Multiple Employer Plan · Sponsored by Connecticut Association of Independent Schools, Inc · Connecticut · Educational Services

$183M in assets, 817 participants

Connecticut Association of Independent Schools, Inc's Cais Multiple Employer Plan reported $183M in total assets and 817 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,386 in Educational Services (3,735 peers)

Where Cais Multiple Employer Plan sits by assets

Cais Multiple Employer Plan sits in the top 10% of all filed plans by assets, $183M for 817 participants (~$224,311/participant), up 62.5% in 2023.

#3,386
in Educational Services (3,735 peers)
+62.5%
assets growth YoY
1.8×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$183,261,809 Top 6% higher than 94% 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

Cais Multiple Employer Plan 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. Cais Multiple Employer Plan sits mid-pack in the medium band (817 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cais Multiple Employer Plan reported net income rose from -$3M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Cais Multiple Employer Plan end-of-year assets rose from $113M in the plan year 2022 filing to $183M in the plan year 2023 filing.
  • Cais Multiple Employer Plan reported participants rose from 605 in the plan year 2022 filing to 817 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060848965 · Connecticut Association of Independent Schools, Inc PY 2023 · Other

Cais Multiple Employer Plan · $183M · 817 · 94th

  • BOY $183M
  • SCH 817
  • EBSA 94th
  • PART Other
  • TYPE near Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
  • NET ind #3386

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

Tuckpointers Local 52 Defined Contribution Annuity Trust FundTuckpointers Local 52 Define…$183MCais Multiple Employer Plan$183MOhio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity PlanOhio Wesleyan University Def…$183MFhi 360 Employees' 403(b) PlanFhi 360 Employees' 403(b) Pl…$183MBiola University Defined Contribution Retirement PlanBiola University Defined Con…$182M
End-of-year total assets ($M) among Cais Multiple Employer Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$183M
Net Income$21M
Employer EIN060848965
Plan Effective Date2022-06-01
Filing StatusFILING 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
$50M$100M$150M$200M$250M$300M 202220232024 $113M $257M ▲ +127.7%
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.

Cais Multiple Employer Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Cais Multiple Employer Plan, Total assets ($B): 0.183261809 · Participants: 817Cais Multiple Employer PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
Cais Multiple Employer Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Cais Multiple Employer Plan side-by-side with 3 peers →

Cais Multiple Employer Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan in OH ($183M); by covered participants it is Agrace Hospicecare Employee Retirement Plan in WI (817 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (817 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 Cais Multiple Employer Plan assets move in 2023? ▼
Cais Multiple Employer Plan surged - up 62.5% during 2023, from $113M to $183M. Reported net income was $21M.
How have Connecticut Association of Independent Schools, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connecticut Association of Independent Schools, Inc's sponsor-wide assets grew 127.7%, from $113M to $257M.
Where does Cais Multiple Employer Plan rank by assets among Form 5500 filers? ▼
Cais Multiple Employer Plan ranks in the 94th 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 Other plans are similar in size to Cais Multiple Employer Plan? ▼
Among Other plans in other states, the closest by assets is Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan in OH ($183M, 490 participants).
Which Other plans cover a similar participant headcount to Cais Multiple Employer Plan? ▼
Among Other plans in other states, the closest by covered participants is Agrace Hospicecare Employee Retirement Plan in WI (817 participants, $42M 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 060848965.

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.