401(k) · DOL Form 5500 · 2023

The Common Fund for Nonprofits 401(k) Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
163
Participants Small participant base
93rd
Percentile by assets National rank
$773,787
Avg per participant High balance/head
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Official DOL plan name: The Commonfund Retirement Savings Plan · Sponsored by The Common Fund for Nonprofits · Connecticut · Finance & Insurance

$126M in assets, 163 participants

The Common Fund for Nonprofits's The Commonfund Retirement Savings Plan reported $126M in total assets and 163 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.

  • #7,862 in Finance & Insurance (8,869 peers)

Coverage in Connecticut

The Commonfund Retirement Savings Plan covers 163 participants in Connecticut, about 23% of the average Connecticut filer (state average ~718 per filing). Assets: $126M.

#7,862
in Finance & Insurance (8,869 peers)
+19.8%
assets growth YoY
1.3×
vs typical plan assets (national mean)

The Commonfund Retirement Savings Plan's outsized position by total assets

The Commonfund Retirement Savings Plan vs every filed plan by assets

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

$126,127,259 Top 7% higher than 93% 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 Commonfund Retirement Savings 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 Commonfund Retirement Savings Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Commonfund Retirement Savings Plan reported net income rose from -$23M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • The Commonfund Retirement Savings Plan end-of-year assets rose from $105M in the plan year 2022 filing to $126M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 237037968 · The Common Fund for Nonprofits PY 2023 · 401(k)

The Commonfund Retirement Savings Plan · $126M · 163 · 93rd

  • RANK $126M
  • PHOTO 163
  • IND 93rd
  • EOY 401(k)
  • 5500 near Winthrop & Weinstine, P.a. 401(k) Plan & Trust
  • ASSETS ind #7862

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 →

The Commonfund Retirement Savings Plan in the asset neighbourhood

Winthrop & Weinstine, P.a. 401(k) Plan & TrustWinthrop & Weinstine, P.a. 4…$126MThe Commonfund Retirement Savings PlanThe Commonfund Retirement Sa…$126MInteva Products, LLC Salaried Employees' Savings and Retirement PlanInteva Products, LLC Salarie…$126MForward Air Corporation 401(k) PlanForward Air Corporation 401(…$126MA. W. Chesterton Company 401(k) PlanA. W. Chesterton Company 401…$126M
End-of-year total assets ($M) among The Commonfund Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$126M
Net Income$21M
Employer EIN237037968
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Common Fund for Nonprofits)

Sponsor-wide plan assets over time

All The Common Fund for Nonprofits plans reported in each filing year

Latest sponsor-wide plan assets
$142M 35.05819299349774% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $105M $142M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 162 $105M
2023 1 163 $126M
2024 1 180 $142M

Nearby 401(k) Plans in Connecticut

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

The Commonfund Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Commonfund Retirement Savings Plan, Total assets ($B): 0.126127259 · Participants: 163The Commonfund Retirement Savings PlanRtx 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
The Commonfund Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Commonfund Retirement Savings Plan side-by-side with 3 peers →

The Commonfund Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Winthrop & Weinstine, P.a. 401(k) Plan & Trust in MN ($126M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Commonfund Retirement Savings Plan assets move in 2023? ▼
The Commonfund Retirement Savings Plan grew sharply - up 19.8% during 2023, from $105M to $126M. Reported net income was $21M.
How have The Common Fund for Nonprofits plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Common Fund for Nonprofits's sponsor-wide assets grew 35.1%, from $105M to $142M.
Where does The Commonfund Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Commonfund Retirement Savings Plan ranks in the 93rd 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 401(k) plans are similar in size to The Commonfund Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Winthrop & Weinstine, P.a. 401(k) Plan & Trust in MN ($126M, 279 participants).
Which 401(k) plans cover a similar participant headcount to The Commonfund Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K 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 237037968.

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.