Defined Benefit (Pension) · DOL Form 5500 · 2023

The Connecticut Water Company Pension Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
88
Participants Small participant base
90th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: The Connecticut Water Company Employees' Retirement Plan · Sponsored by The Connecticut Water Company · Connecticut · Utilities

$89M in assets, 88 participants

The Connecticut Water Company's The Connecticut Water Company Employees' Retirement Plan reported $89M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #440 in Utilities (721 peers)

Utilities sector rank

Within Utilities, The Connecticut Water Company Employees' Retirement Plan ranks #440 of 721 2023 filers by assets (604% of the sector average)-$89M for 88 participants.

#440
in Utilities (721 peers)
+7.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

The Connecticut Water Company Employees' Retirement Plan's outsized position by total assets

The Connecticut Water Company Employees' Retirement Plan vs every filed plan by assets

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

$88,958,746 Top 10% higher than 90% 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 Connecticut Water Company Employees' Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Connecticut Water Company Employees' Retirement Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Connecticut Water Company Employees' Retirement Plan reported net income rose from -$27M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Connecticut Water Company Employees' Retirement Plan reported participants fell from 106 in the plan year 2022 filing to 88 in the plan year 2023 filing.
  • The Connecticut Water Company Employees' Retirement Plan end-of-year assets rose from $83M in the plan year 2022 filing to $89M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060713930 · The Connecticut Water Company PY 2023 · Defined Benefit (Pension)

The Connecticut Water Company Employees' Retirement Plan · $89M · 88 · 90th

  • TYPE $89M
  • TYPE 88
  • TYPE 90th
  • TYPE Defined Benefit (Pension)
  • TYPE near Joint Comm on Acred of Healthcare Org Accnt Based Retir Pln
  • TYPE ind #440

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 Utilities retirement plans → · Plans in Connecticut →

The Connecticut Water Company Employees' Retirement Plan in the asset neighbourhood

Division a Pension Fund$89MThe Connecticut Water Company Employees' Retirement PlanThe Connecticut Water Compan…$89MJoint Comm on Acred of Healthcare Org Accnt Based Retir PlnJoint Comm on Acred of Healt…$89MSecura Employees' Pension PlanSecura Employees' Pension Pl…$89MSouthern California General Sales Employers and United Food and Commercial Workers Unions Pension FundSouthern California General …$89M
End-of-year total assets ($M) among The Connecticut Water Company Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$89M
Net Income$6M
Employer EIN060713930
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Connecticut Water Company)

Sponsor-wide plan assets over time

All The Connecticut Water Company plans reported in each filing year

Latest sponsor-wide plan assets
$154M 22.312419060953076% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $126M $154M ▲ +22.3%
Year Plans Participants Total Assets
2022 2 409 $126M
2023 2 391 $140M
2024 2 409 $154M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

The Connecticut Water Company Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants The Connecticut Water Company Employees' Retirement Plan, Total assets ($B): 0.088958746 · Participants: 88The Connecticut Water Company Employees' Retirement PlanRtx 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 ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
The Connecticut Water Company Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare The Connecticut Water Company Employees' Retirement Plan side-by-side with 3 peers →

The Connecticut Water Company Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Joint Comm on Acred of Healthcare Org Accnt Based Retir Pln in IL ($89M); by covered participants it is Isabella Bank Corporation Employee Retirement Plan in MI (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Connecticut Water Company Employees' Retirement Plan assets move in 2023? ▼
The Connecticut Water Company Employees' Retirement Plan grew at a solid clip - up 7.3% during 2023, from $83M to $89M. Reported net income was $6M.
How have The Connecticut Water Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Connecticut Water Company's sponsor-wide assets grew 22.3%, from $126M to $154M.
Where does The Connecticut Water Company Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
The Connecticut Water Company Employees' Retirement Plan ranks in the 90th 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 Defined Benefit (Pension) plans are similar in size to The Connecticut Water Company Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Joint Comm on Acred of Healthcare Org Accnt Based Retir Pln in IL ($89M, 1,010 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Connecticut Water Company Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Isabella Bank Corporation Employee Retirement Plan in MI (88 participants, $7M 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 060713930.

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.