Defined Benefit (Pension) · DOL Form 5500 · 2023

Aetna Inc. Pension Plan

Data updated 2026-08-25

$5.4B
Total assets Very large vs avg
10,546
Participants Very large workforce
100th
Percentile by assets National rank
$512,046
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Aetna Inc. · Sponsored by Aetna Inc. · Connecticut · Finance & Insurance

$5.4B in assets, 10,546 participants

Aetna Inc.'s Retirement Plan for Employees of Aetna Inc. reported $5.4B in total assets and 10,546 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,827 in Finance & Insurance (8,869 peers)

Coverage in Connecticut

Retirement Plan for Employees of Aetna Inc. covers 10,546 participants in Connecticut, 15x the typical Connecticut plan (state average ~718 per filing). Assets: $5.4B.

#8,827
in Finance & Insurance (8,869 peers)
+0.8%
assets growth YoY
54×
vs typical plan assets (national mean)

Retirement Plan for Employees of Aetna Inc.'s outsized position by total assets

Retirement Plan for Employees of Aetna Inc. vs every filed plan by assets

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

$5,400,037,590 Highest reported value at or above every one 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

Retirement Plan for Employees of Aetna Inc.'s mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Aetna Inc. is a mega filing (10,546 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Aetna Inc. reported net income rose from -$1.3B in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Retirement Plan for Employees of Aetna Inc. reported participants fell from 11,471 in the plan year 2022 filing to 10,546 in the plan year 2023 filing.
  • Retirement Plan for Employees of Aetna Inc. end-of-year assets rose from $5.4B in the plan year 2022 filing to $5.4B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232229683 · Aetna Inc. PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Aetna Inc. · $5.4B · 10,546 · 100th

  • VS-ST $5.4B
  • BOY 10,546
  • SCH 100th
  • EBSA Defined Benefit (Pension)
  • PART near Massachusetts Institute of Technology Basic Retirement Plan
  • TYPE ind #8827

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 →

Retirement Plan for Employees of Aetna Inc. in the asset neighbourhood

Kaiser Permanente Employees Pension PlanKaiser Permanente Employees …$5.5BUfcw Consolidated Pension FundUfcw Consolidated Pension Fu…$5.5BNew York State Nurses Association Pension PlanNew York State Nurses Associ…$5.5BRetirement Plan for Employees of Aetna Inc.Retirement Plan for Employee…$5.4BMassachusetts Institute of Technology Basic Retirement PlanMassachusetts Institute of T…$5.4B
End-of-year total assets ($B) among Retirement Plan for Employees of Aetna Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$5.4B
Net Assets (End of Year)$5.4B
Net Income$29M
Employer EIN232229683
Plan Effective Date1955-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aetna Inc.)

Sponsor-wide plan assets over time

All Aetna Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5.2B 2.1861818626899763% vs 2022
2024 filing year
$5.2B$5.25B$5.3B$5.35B$5.4B$5.45B 202220232024 $5.36B $5.24B ▼ -2.2%
Year Plans Participants Total Assets
2022 1 11,471 $5.4B
2023 1 10,546 $5.4B
2024 1 9,682 $5.2B

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Aetna Inc. vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 01020304050 Total assets ($B) Participants Retirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.Rtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanThe Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. EmployeesFrontier Communications Pension Plan, Total assets ($B): 2.362977641 · Participants: 9659Frontier Communications Pension Plan
Retirement Plan for Employees of Aetna Inc. vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Retirement Plan for Employees of Aetna Inc. side-by-side with 3 peers →

Scale composition for Retirement Plan for Employees of Aetna Inc.

Retirement Plan for Employees of Aetna Inc. reports $5.4B in end-of-year assets across 10,546 participants (0.044% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $512,046 per participant (3.7x the national average assets-per-participant) . Net income for plan year 2023 was $29M.

This plan identity (EIN 232229683, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.4B to $5.2B (-2.2%) while covered participants moved from 11,471 to 9,682 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 11,471 $5.4B Open filing
2023 10,546 $5.4B This page
2024 · index core 9,682 $5.2B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Retirement Plan for Employees of Aetna Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Massachusetts Institute of Technology Basic Retirement Plan in MA ($5.4B); by covered participants it is Berkshire Hathaway Consolidated Pension Plan in NE (10,563 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (10,546 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 Retirement Plan for Employees of Aetna Inc. assets move in 2023? ▼
Retirement Plan for Employees of Aetna Inc. held essentially flat - up 0.8% during 2023, from $5.4B to $5.4B. Reported net income was $29M.
How have Aetna Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aetna Inc.'s sponsor-wide assets declined 2.2%, from $5.4B to $5.2B.
Where does Retirement Plan for Employees of Aetna Inc. rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Aetna Inc. ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Aetna Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Massachusetts Institute of Technology Basic Retirement Plan in MA ($5.4B, 11,888 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Aetna Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Berkshire Hathaway Consolidated Pension Plan in NE (10,563 participants, $4.2B 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 232229683.

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.