Other · DOL Form 5500 · 2023

The University of Connecticut Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
170
Participants Small participant base
84th
Percentile by assets National rank
$248,409
Avg per participant Above avg balance/head
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Official DOL plan name: The University of Connecticut Foundation, Inc. Retirement Annuity Plan · Sponsored by The University of Connecticut Foundation, Inc. · Connecticut · Educational Services

$42M in assets, 170 participants

The University of Connecticut Foundation, Inc.'s The University of Connecticut Foundation, Inc. Retirement Annuity Plan reported $42M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,641 in Educational Services (3,735 peers)

Coverage in Connecticut

The University of Connecticut Foundation, Inc. Retirement Annuity Plan covers 170 participants in Connecticut, about 24% of the average Connecticut filer (state average ~718 per filing). Assets: $42M.

#2,641
in Educational Services (3,735 peers)
+21.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The University of Connecticut Foundation, Inc. Retirement Annuity Plan's outsized position by total assets

The University of Connecticut Foundation, Inc. Retirement Annuity Plan vs every filed plan by assets

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

$42,229,581 Top 16% higher than 84% 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 University of Connecticut Foundation, Inc. Retirement Annuity 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. The University of Connecticut Foundation, Inc. Retirement Annuity Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The University of Connecticut Foundation, Inc. Retirement Annuity Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The University of Connecticut Foundation, Inc. Retirement Annuity Plan reported participants rose from 130 in the plan year 2022 filing to 170 in the plan year 2023 filing.
  • The University of Connecticut Foundation, Inc. Retirement Annuity Plan end-of-year assets rose from $35M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 066070722 · The University of Connecticut Foundation, Inc. PY 2023 · Other

The University of Connecticut Foundation, Inc. Retirement Annuity Plan · $42M · 170 · 84th

  • EBSA $42M
  • EBSA 170
  • EBSA 84th
  • EBSA Other
  • EBSA near Phoenix Country Day School 403b Retirement Plan
  • EBSA ind #2641

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 →

The University of Connecticut Foundation, Inc. Retirement Annuity Plan in the asset neighbourhood

Centenary University Defined Contribution RetiremeCentenary University Defined…$42MPhoenix Country Day School 403b Retirement PlanPhoenix Country Day School 4…$42MThe University of Connecticut Foundation, Inc. Retirement Annuity PlanThe University of Connecticu…$42MDemocracy Prep Public Schools, 403(b) Retirement PlanDemocracy Prep Public School…$42MSeattle Symphony Savings Plan$42M
End-of-year total assets ($M) among The University of Connecticut Foundation, Inc. Retirement Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$42M
Net Income$7M
Employer EIN066070722
Plan Effective Date1989-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Connecticut Foundation, Inc.)

Sponsor-wide plan assets over time

All The University of Connecticut Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 41.89874967582084% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $34.8M $49.4M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 130 $35M
2023 1 170 $42M
2024 1 169 $49M

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

The University of Connecticut Foundation, Inc. Retirement Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants The University of Connecticut Foundation, Inc. Retirement Annuity Plan, Total assets ($B): 0.042229581 · Participants: 170The University of Connecticut Foundation, Inc. Retirement Annuity 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
The University of Connecticut Foundation, Inc. Retirement Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare The University of Connecticut Foundation, Inc. Retirement Annuity Plan side-by-side with 3 peers →

The University of Connecticut Foundation, Inc. Retirement Annuity Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Phoenix Country Day School 403b Retirement Plan in AZ ($42M); by covered participants it is Peninsula Institute for Community Health Inc 403(b) Plan in VA (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 University of Connecticut Foundation, Inc. Retirement Annuity Plan assets move in 2023? ▼
The University of Connecticut Foundation, Inc. Retirement Annuity Plan grew sharply - up 21.2% during 2023, from $35M to $42M. Reported net income was $7M.
How have The University of Connecticut Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Connecticut Foundation, Inc.'s sponsor-wide assets grew 41.9%, from $35M to $49M.
Where does The University of Connecticut Foundation, Inc. Retirement Annuity Plan rank by assets among Form 5500 filers? ▼
The University of Connecticut Foundation, Inc. Retirement Annuity Plan ranks in the 84th 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 Other plans are similar in size to The University of Connecticut Foundation, Inc. Retirement Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Phoenix Country Day School 403b Retirement Plan in AZ ($42M, 162 participants).
Which Other plans cover a similar participant headcount to The University of Connecticut Foundation, Inc. Retirement Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Peninsula Institute for Community Health Inc 403(b) Plan in VA (170 participants, $9M 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 066070722.

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.