401(k) · DOL Form 5500 · 2023

United Way of Connecticut, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
319
Participants Below avg headcount
74th
Percentile by assets National rank
$68,877
Avg per participant Below avg balance/head
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Official DOL plan name: United Way of Connecticut, Inc. 401(k) Retirement Plan · Sponsored by United Way of Connecticut, Inc. · Connecticut · Healthcare & Social Assistance

$22M in assets, 319 participants

United Way of Connecticut, Inc.'s United Way of Connecticut, Inc. 401(k) Retirement Plan reported $22M in total assets and 319 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.

  • #13,863 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

United Way of Connecticut, Inc. 401(k) Retirement Plan covers 319 participants in Connecticut, about 44% of the average Connecticut filer (state average ~718 per filing). Assets: $22M.

#13,863
in Healthcare & Social Assistance (17,684 peers)
+19.6%
assets growth YoY

United Way of Connecticut, Inc. 401(k) Retirement Plan's outsized position by total assets

United Way of Connecticut, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$21,971,819 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

United Way of Connecticut, Inc. 401(k) Retirement 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. United Way of Connecticut, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (319 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Way of Connecticut, Inc. 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • United Way of Connecticut, Inc. 401(k) Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • United Way of Connecticut, Inc. 401(k) Retirement Plan reported participants rose from 277 in the plan year 2022 filing to 319 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 061084194 · United Way of Connecticut, Inc. PY 2023 · 401(k)

United Way of Connecticut, Inc. 401(k) Retirement Plan · $22M · 319 · 74th

  • ASSETS $22M
  • ASSETS 319
  • ASSETS 74th
  • ASSETS 401(k)
  • ASSETS near Community First Healthcare of Illinois, Inc. 401(k) Plan
  • ASSETS ind #13863

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 →

United Way of Connecticut, Inc. 401(k) Retirement Plan in the asset neighbourhood

United Way of Connecticut, Inc. 401(k) Retirement PlanUnited Way of Connecticut, I…$22MCommunity First Healthcare of Illinois, Inc. 401(k) PlanCommunity First Healthcare o…$22MArray Tech, Inc. 401(k) Plan$22MDiscovery Natural Resources LLC Retirement PlanDiscovery Natural Resources …$22MPsc Biotech Corporation Retirement PlanPsc Biotech Corporation Reti…$22M
End-of-year total assets ($M) among United Way of Connecticut, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN061084194
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of Connecticut, Inc.)

Sponsor-wide plan assets over time

All United Way of Connecticut, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 34.500563720200525% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.4M $24.7M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 277 $18M
2023 1 319 $22M
2024 1 321 $25M

Nearby 401(k) Plans in Connecticut

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

United Way of Connecticut, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants United Way of Connecticut, Inc. 401(k) Retirement Plan, Total assets ($B): 0.021971819 · Participants: 319United Way of Connecticut, Inc. 401(k) Retirement 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
United Way of Connecticut, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare United Way of Connecticut, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

United Way of Connecticut, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Community First Healthcare of Illinois, Inc. 401(k) Plan in IL ($22M); by covered participants it is Capital Cardiology Associates, PC Profit Sharing 401(k) Plan in NY (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 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 United Way of Connecticut, Inc. 401(k) Retirement Plan assets move in 2023? ▼
United Way of Connecticut, Inc. 401(k) Retirement Plan grew sharply - up 19.6% during 2023, from $18M to $22M. Reported net income was $4M.
How have United Way of Connecticut, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Connecticut, Inc.'s sponsor-wide assets grew 34.5%, from $18M to $25M.
Which 401(k) plans are similar in size to United Way of Connecticut, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community First Healthcare of Illinois, Inc. 401(k) Plan in IL ($22M, 553 participants).
Which 401(k) plans cover a similar participant headcount to United Way of Connecticut, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Cardiology Associates, PC Profit Sharing 401(k) Plan in NY (319 participants, $71M 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 061084194.

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.