401(k) · DOL Form 5500 · 2023

Connex Credit Union, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
141
Participants Small participant base
71st
Percentile by assets National rank
$128,341
Avg per participant Near avg balance/head
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Official DOL plan name: Connex Credit Union, Inc. 401(k) Plan and Trust · Sponsored by Connex Credit Union, Inc. · Connecticut · Finance & Insurance

$18M in assets, 141 participants

Connex Credit Union, Inc.'s Connex Credit Union, Inc. 401(k) Plan and Trust reported $18M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,044 in Finance & Insurance (8,869 peers)

Coverage in Connecticut

Connex Credit Union, Inc. 401(k) Plan and Trust covers 141 participants in Connecticut, about 20% of the average Connecticut filer (state average ~718 per filing). Assets: $18M.

#5,044
in Finance & Insurance (8,869 peers)
+19.2%
assets growth YoY

Connex Credit Union, Inc. 401(k) Plan and Trust's outsized position by total assets

Connex Credit Union, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$18,096,031 Top 29% higher than 71% 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

Connex Credit Union, Inc. 401(k) Plan and Trust 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. Connex Credit Union, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Connex Credit Union, Inc. 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Connex Credit Union, Inc. 401(k) Plan and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Connex Credit Union, Inc. 401(k) Plan and Trust reported participants rose from 124 in the plan year 2022 filing to 141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060655052 · Connex Credit Union, Inc. PY 2023 · 401(k)

Connex Credit Union, Inc. 401(k) Plan and Trust · $18M · 141 · 71st

  • RANK $18M
  • PHOTO 141
  • IND 71st
  • EOY 401(k)
  • 5500 near Wra, Inc. 401(k) Plan
  • ASSETS ind #5044

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 →

Connex Credit Union, Inc. 401(k) Plan and Trust in the asset neighbourhood

Connex Credit Union, Inc. 401(k) Plan and TrustConnex Credit Union, Inc. 40…$18MWra, Inc. 401(k) Plan$18MSaint Paul & Minnesota Foundation Retirement & Savings PlanSaint Paul & Minnesota Found…$18MThe Apparel Group, Ltd. Employee Savings and Protection PlanThe Apparel Group, Ltd. Empl…$18MInnotec Employee 401(k) Profit Sharing PlanInnotec Employee 401(k) Prof…$18M
End-of-year total assets ($M) among Connex Credit Union, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN060655052
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Connex Credit Union, Inc.)

Sponsor-wide plan assets over time

All Connex Credit Union, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 28.462870238436505% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.2M $19.5M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 124 $15M
2023 1 141 $18M
2024 1 147 $20M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Connex Credit Union, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Connex Credit Union, Inc. 401(k) Plan and Trust, Total assets ($B): 0.018096031 · Participants: 141Connex Credit Union, Inc. 401(k) Plan and TrustRtx 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
Connex Credit Union, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Connex Credit Union, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Connex Credit Union, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Wra, Inc. 401(k) Plan in CA ($18M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Connex Credit Union, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Connex Credit Union, Inc. 401(k) Plan and Trust grew sharply - up 19.2% during 2023, from $15M to $18M. Reported net income was $3M.
How have Connex Credit Union, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connex Credit Union, Inc.'s sponsor-wide assets grew 28.5%, from $15M to $20M.
Which 401(k) plans are similar in size to Connex Credit Union, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wra, Inc. 401(k) Plan in CA ($18M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Connex Credit Union, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants, N/A 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 060655052.

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.