Other · DOL Form 5500 · 2023

The Connection, Inc. Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
389
Participants Below avg headcount
74th
Percentile by assets National rank
$54,139
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan of the Connection, Inc. · Sponsored by The Connection, Inc. · Connecticut · Healthcare & Social Assistance

$21M in assets, 389 participants

The Connection, Inc.'s 403(b) Thrift Plan of the Connection, Inc. reported $21M in total assets and 389 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,754 in Healthcare & Social Assistance (17,684 peers)

The Connection, Inc. multi-year trail

The Connection, Inc.'s plans moved +21.2% in assets from 2022 to 2023; this filing shows 403(b) Thrift Plan of the Connection, Inc. at $21M / 389 participants.

#13,754
in Healthcare & Social Assistance (17,684 peers)
+21.2%
assets growth YoY

403(b) Thrift Plan of the Connection, Inc.'s outsized position by total assets

403(b) Thrift Plan of the Connection, Inc. vs every filed plan by assets

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

$21,060,241 Top 26% higher than 74% 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

403(b) Thrift Plan of the Connection, Inc. 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. 403(b) Thrift Plan of the Connection, Inc. sits mid-pack in the medium band (389 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of the Connection, Inc. reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • 403(b) Thrift Plan of the Connection, Inc. end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • 403(b) Thrift Plan of the Connection, Inc. reported participants fell from 410 in the plan year 2022 filing to 389 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 060886125 · The Connection, Inc. PY 2023 · Other

403(b) Thrift Plan of the Connection, Inc. · $21M · 389 · 74th

  • BOY $21M
  • SCH 389
  • EBSA 74th
  • PART Other
  • TYPE near Cincinnati Hills Christian Academy Retirement Plan
  • NET ind #13754

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

403(b) Thrift Plan of the Connection, Inc. in the asset neighbourhood

William Woods University 403(b) DC PlanWilliam Woods University 403…$21MCincinnati Hills Christian Academy Retirement PlanCincinnati Hills Christian A…$21M403(b) Thrift Plan of the Connection, Inc.403(b) Thrift Plan of the Co…$21MSt. George's Independent School 403(b) Retirement PlanSt. George's Independent Sch…$21MVital Strategies, Inc. 403(b) PlanVital Strategies, Inc. 403(b…$21M
End-of-year total assets ($M) among 403(b) Thrift Plan of the Connection, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

The Connection, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Connection, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 21.162984498967162% vs 2022
2023 filing year
$16M$18M$20M$22M 20222023 $17.4M $21.1M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 410 $17M
2023 1 389 $21M

The Connection, Inc. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN060886125
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of the Connection, Inc. vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants 403(b) Thrift Plan of the Connection, Inc., Total assets ($B): 0.021060241 · Participants: 389403(b) Thrift Plan of the Connection, Inc.Yale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
403(b) Thrift Plan of the Connection, Inc. vs. nearby Other plans in Connecticut, assets vs. participants
Compare 403(b) Thrift Plan of the Connection, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of the Connection, Inc.'s out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Cincinnati Hills Christian Academy Retirement Plan in OH ($21M); by covered participants it is Kqed Inc. Tax Sheltered Annuity Plan in CA (389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (389 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 403(b) Thrift Plan of the Connection, Inc. assets move in 2023? ▼
403(b) Thrift Plan of the Connection, Inc. grew sharply - up 21.2% during 2023, from $17M to $21M. Reported net income was $4M.
How have The Connection, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Connection, Inc.'s sponsor-wide assets grew 21.2%, from $17M to $21M.
Which Other plans are similar in size to 403(b) Thrift Plan of the Connection, Inc.? ▼
Among Other plans in other states, the closest by assets is Cincinnati Hills Christian Academy Retirement Plan in OH ($21M, 383 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of the Connection, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Kqed Inc. Tax Sheltered Annuity Plan in CA (389 participants, $92M 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 060886125.

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.