401(k) · DOL Form 5500 · 2023
Connecticare Capital, LLC 401(k) Plan
Data updated 2026-08-11
- $142M
- Total assets
- 691
- Participants
- 93rd
- Percentile by assets
- $205,880
- Avg per participant
Official DOL plan name: The Connecticare Savings and Investment Plan · Sponsored by Connecticare Capital, LLC · Connecticut · Management of Enterprises
$142M in assets, 691 participants
Connecticare Capital, LLC's The Connecticare Savings and Investment Plan reported $142M in total assets and 691 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)
- #907 in Management of Enterprises (1,137 peers)
Where The Connecticare Savings and Investment Plan sits by assets
The Connecticare Savings and Investment Plan sits in the top 10% of all filed plans by assets, $142M for 691 participants (~$205,880/participant), up 8.8% in 2023.
- $142M
- total plan assets (2023 EOY)
- 691
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $205,880
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Connecticare Savings and Investment Plan reported net income rose from -$27M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- The Connecticare Savings and Investment Plan end-of-year assets rose from $131M in the plan year 2022 filing to $142M in the plan year 2023 filing.
The Connecticare Savings and Investment Plan vs the 2023 asset distribution
By assets, The Connecticare Savings and Investment Plan 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) | $131M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | $11M |
| Employer EIN | 061633074 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Connecticare Capital, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 691 | $131M |
| 2023 | 1 | 691 | $142M |
| 2024 | 1 | 577 | $147M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Connecticare Savings and Investment Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Connecticare Savings and Investment Plan by total assets, not by location.
- Lumeris 401(k) Plan (MO) $142M · 1,399
- Coborn's Incorporated Employees Profit Sharing 401(k) Plan (MN) $142M · 6,735
- Equipment Depot Defined Contribution Plan (TX) $142M · 1,722
- The H & K Group 401(k) Plan (PA) $142M · 1,641
Frequently Asked Questions
How did The Connecticare Savings and Investment Plan assets move in 2023? ▼
How have Connecticare Capital, LLC plan assets changed over time? ▼
Where does The Connecticare Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Connecticare Savings and Investment Plan? ▼
Next read for The Connecticare Savings and Investment …
Scale reading
Ways to act on The Connecticare Savings and Investment Plan's numbers.
- By total assets, The Connecticare Savings and Investment Plan 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
- Connecticare Capital, LLC's sponsor-wide assets have grown 12.6% since 2022 across 3 plan years on file. More Management of Enterprises plans