401(k) · DOL Form 5500 · 2023
The Common Fund for Nonprofits 401(k) Plan
Data updated 2026-08-11
- $126M
- Total assets
- 163
- Participants
- 93rd
- Percentile by assets
- $773,787
- Avg per participant
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.
- 93rd percentile by assets (of 127,072 plans)
- #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.
- $126M
- total plan assets (2023 EOY)
- 163
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $773,787
- avg assets per participant
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.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. The Commonfund Retirement Savings Plan reports 163 participants - about 23% of that state average ($126M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $126M |
| Net Income | $21M |
| Employer EIN | 237037968 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Common Fund for Nonprofits)
| 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
- 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 Commonfund Retirement Savings Plan by total assets, not by location.
- Winthrop & Weinstine, P.a. 401(k) Plan & Trust (MN) $126M · 279
- Inteva Products, LLC Salaried Employees' Savings and Retirement Plan (MI) $126M · 756
- Forward Air Corporation 401(k) Plan (TN) $126M · 4,238
- A. W. Chesterton Company 401(k) Plan (MA) $126M · 574
Frequently Asked Questions
How did The Commonfund Retirement Savings Plan assets move in 2023? ▼
How have The Common Fund for Nonprofits plan assets changed over time? ▼
Where does The Commonfund Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Commonfund Retirement Savings Plan? ▼
Next read for The Commonfund Retirement Savings Plan
Filing takeaways
Ways to act on The Commonfund Retirement Savings Plan's numbers.
- By total assets, The Commonfund Retirement Savings 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
- The Common Fund for Nonprofits's sponsor-wide assets have grown 35.1% since 2022 across 3 plan years on file. More Finance & Insurance plans