Defined Benefit (Pension) · DOL Form 5500 · 2023
The Hartford Financial Services Group, Inc. Pension Plan
Data updated 2026-08-25
- $3.6B
- Total assets Very large vs avg
- 7,529
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $475,508
- Avg per participant High balance/head
Official DOL plan name: The Hartford Retirement Plan for U.S. Employees · Sponsored by The Hartford Financial Services Group, Inc. · Connecticut · Finance & Insurance
$3.6B in assets, 7,529 participants
The Hartford Financial Services Group, Inc.'s The Hartford Retirement Plan for U.S. Employees reported $3.6B in total assets and 7,529 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.
- #8,796 in Finance & Insurance (8,869 peers)
Coverage in Connecticut
The Hartford Retirement Plan for U.S. Employees covers 7,529 participants in Connecticut, 10x the typical Connecticut plan (state average ~718 per filing). Assets: $3.6B.
- #8,796
- in Finance & Insurance (8,869 peers)
- +1.1%
- assets growth YoY
- 36×
- vs typical plan assets (national mean)
The Hartford Retirement Plan for U.S. Employees's outsized position by total assets
The Hartford Retirement Plan for U.S. Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,580,099,386 Highest reported value at or above every one of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Hartford Retirement Plan for U.S. Employees's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Hartford Retirement Plan for U.S. Employees lands in the large band (7,529 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Hartford Retirement Plan for U.S. Employees reported net income rose from -$976M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- The Hartford Retirement Plan for U.S. Employees reported participants fell from 8,100 in the plan year 2022 filing to 7,529 in the plan year 2023 filing.
- The Hartford Retirement Plan for U.S. Employees end-of-year assets rose from $3.5B in the plan year 2022 filing to $3.6B in the plan year 2023 filing.
DOL schedule card
Filing strip 133317783 · The Hartford Financial Services Group, Inc. PY 2023 · Defined Benefit (Pension)
The Hartford Retirement Plan for U.S. Employees · $3.6B · 7,529 · 100th
- ASSETS $3.6B
- ASSETS 7,529
- ASSETS 100th
- ASSETS Defined Benefit (Pension)
- ASSETS near Hsbc - North America (U.S.) Pension Plan
- ASSETS ind #8796
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 Hartford Retirement Plan for U.S. Employees in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $3.5B |
|---|---|
| Net Assets (End of Year) | $3.6B |
| Net Income | $38M |
| Employer EIN | 133317783 |
| Plan Effective Date | 1961-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Hartford Financial Services Group, Inc.)
Sponsor-wide plan assets over time
All The Hartford Financial Services Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.4B 4.16635966170279% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,100 | $3.5B |
| 2023 | 1 | 7,529 | $3.6B |
| 2024 | 1 | 7,034 | $3.4B |
Nearby Defined Benefit (Pension) Plans in Connecticut
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Rtx Consolidated Pension Plan $43.8B · 23,823
- The Citigroup Pension Plan $10.6B · 17,283
- Eversource Pension Plan $5.9B · 3,717
- Retirement Plan for Employees of Aetna Inc. $5.4B · 10,546
- Frontier Communications Pension Plan $2.4B · 9,659
Scale composition for The Hartford Retirement Plan for U.S. Employees
The Hartford Retirement Plan for U.S. Employees reports $3.6B in end-of-year assets across 7,529 participants (0.029% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $475,508 per participant (3.4x the national average assets-per-participant) . Net income for plan year 2023 was $38M.
This plan identity (EIN 133317783, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.5B to $3.4B (-4.2%) while covered participants moved from 8,100 to 7,034 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,100 | $3.5B | Open filing |
| 2023 | 7,529 | $3.6B | This page |
| 2024 · index core | 7,034 | $3.4B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Hartford Retirement Plan for U.S. Employees (Defined Benefit (Pension), $3.4B, 7,034 participants)
The Hartford Retirement Plan for U.S. Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Hsbc - North America (U.S.) Pension Plan in IL ($3.6B); by covered participants it is Entergy Corporation Retirement Plan for Non-Bargaining Employees in LA (7,501 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.6B here).
- Hsbc - North America (U.S.) Pension Plan (IL) $3.6B · 2,727
- Ohio Operating Engineers Pension Plan (OH) $3.6B · 10,029
- Target Corporation Pension Plan (MN) $3.5B · 45,724
- Schlumberger Technology Corporation Pension Plan (TX) $3.6B · 2,077
Similar participant headcount
Nearest other-state filings by covered participants (7,529 participants); asset peers above are excluded.
- Entergy Corporation Retirement Plan for Non-Bargaining Employees (LA) 7,501 · 28 off
- Nokia Retirement Income Plan (NJ) 7,492 · 37 off
- Lifespan Corporation Retirement Plan (RI) 7,439 · 90 off
- SEIU Local No. 4 Pension Fund (IL) 7,623 · 94 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.