Other · DOL Form 5500 · 2023

Connecticut Renaissance, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
213
Participants Below avg headcount
48th
Percentile by assets National rank
$27,676
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan of Connecticut Renaissance, Inc. · Sponsored by Connecticut Renaissance, Inc. · Connecticut · Other Services

$6M in assets, 213 participants

Connecticut Renaissance, Inc.'s Tax Deferred Annuity Plan of Connecticut Renaissance, Inc. reported $6M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,361 in Other Services (7,857 peers)

Coverage in Connecticut

Tax Deferred Annuity Plan of Connecticut Renaissance, Inc. covers 213 participants in Connecticut, about 30% of the average Connecticut filer (state average ~718 per filing). Assets: $6M.

#5,361
in Other Services (7,857 peers)
+21.2%
assets growth YoY

Tax Deferred Annuity Plan of Connecticut Renaissance, Inc.'s mid-pack asset rank among Other Services and all filers

Tax Deferred Annuity Plan of Connecticut Renaissance, Inc. vs every filed plan by assets

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

$5,894,914 48th percentile higher than 48% 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

Tax Deferred Annuity Plan of Connecticut Renaissance, 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. Tax Deferred Annuity Plan of Connecticut Renaissance, Inc. sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Deferred Annuity Plan of Connecticut Renaissance, Inc. reported net income rose from -$854K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Connecticut Renaissance, Inc. end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Connecticut Renaissance, Inc. reported participants rose from 195 in the plan year 2022 filing to 213 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 060854288 · Connecticut Renaissance, Inc. PY 2023 · Other

Tax Deferred Annuity Plan of Connecticut Renaissance, Inc. · $6M · 213 · 48th

  • TYPE $6M
  • NET 213
  • BOOK 48th
  • VS-ST Other
  • BOY near Leo, Inc. 403(b) Plan
  • SCH ind #5361

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 Other Services retirement plans → · Plans in Connecticut →

Tax Deferred Annuity Plan of Connecticut Renaissance, Inc. in the asset neighbourhood

Leo, Inc. 403(b) Plan$6MLsa 403b Retirement Plan$6MActs 403(b) Plan$6MTax Deferred Annuity Plan of Connecticut Renaissance, Inc.Tax Deferred Annuity Plan of…$6MLife Adjustment Center, Inc. Tax Deferred AnnuityLife Adjustment Center, Inc.…$6M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Connecticut Renaissance, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN060854288
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Connecticut Renaissance, Inc.)

Sponsor-wide plan assets over time

All Connecticut Renaissance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 40.59154059209565% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.86M $6.84M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 195 $5M
2023 1 213 $6M
2024 1 190 $7M

Nearby Other Plans in Connecticut

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

Tax Deferred Annuity Plan of Connecticut Renaissance, Inc. vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Tax Deferred Annuity Plan of Connecticut Renaissance, Inc., Total assets ($B): 0.005894914 · Participants: 213Tax Deferred Annuity Plan of Connecticut Renaissance, 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
Tax Deferred Annuity Plan of Connecticut Renaissance, Inc. vs. nearby Other plans in Connecticut, assets vs. participants
Compare Tax Deferred Annuity Plan of Connecticut Renaissance, Inc. side-by-side with 3 peers →

Tax Deferred Annuity Plan of Connecticut Renaissance, Inc.'s out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Leo, Inc. 403(b) Plan in MA ($6M); by covered participants it is Lagrange College Retirement Plan in GA (213 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Tax Deferred Annuity Plan of Connecticut Renaissance, Inc. assets move in 2023? ▼
Tax Deferred Annuity Plan of Connecticut Renaissance, Inc. grew sharply - up 21.2% during 2023, from $5M to $6M. Reported net income was $1M.
How have Connecticut Renaissance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connecticut Renaissance, Inc.'s sponsor-wide assets grew 40.6%, from $5M to $7M.
Which Other plans are similar in size to Tax Deferred Annuity Plan of Connecticut Renaissance, Inc.? ▼
Among Other plans in other states, the closest by assets is Leo, Inc. 403(b) Plan in MA ($6M, 108 participants).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan of Connecticut Renaissance, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Lagrange College Retirement Plan in GA (213 participants, N/A 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 060854288.

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.