401(k) · DOL Form 5500 · 2023

Connecticut Mutual Holding Company 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
156
Participants Small participant base
79th
Percentile by assets National rank
$193,238
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Connecticut Mutual Holding Company 401(k) Profit Sharing Plan · Sponsored by Connecticut Mutual Holding Company · Connecticut · Finance & Insurance

$30M in assets, 156 participants

Connecticut Mutual Holding Company's Connecticut Mutual Holding Company 401(k) Profit Sharing Plan reported $30M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,054 in Finance & Insurance (8,869 peers)

Coverage in Connecticut

Connecticut Mutual Holding Company 401(k) Profit Sharing Plan covers 156 participants in Connecticut, about 22% of the average Connecticut filer (state average ~718 per filing). Assets: $30M.

#6,054
in Finance & Insurance (8,869 peers)
+12.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Connecticut Mutual Holding Company 401(k) Profit Sharing Plan's outsized position by total assets

Connecticut Mutual Holding Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$30,145,192 Top 21% higher than 79% 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

Connecticut Mutual Holding Company 401(k) Profit Sharing 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. Connecticut Mutual Holding Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Connecticut Mutual Holding Company 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Connecticut Mutual Holding Company 401(k) Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Connecticut Mutual Holding Company 401(k) Profit Sharing Plan reported participants fell from 162 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 061608237 · Connecticut Mutual Holding Company PY 2023 · 401(k)

Connecticut Mutual Holding Company 401(k) Profit Sharing Plan · $30M · 156 · 79th

  • 5500 $30M
  • ASSETS 156
  • PCT 79th
  • EIN 401(k)
  • RANK near Criticalpoint Capital, LLC 401(k) Plan
  • PHOTO ind #6054

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 →

Connecticut Mutual Holding Company 401(k) Profit Sharing Plan in the asset neighbourhood

Connecticut Mutual Holding Company 401(k) Profit Sharing PlanConnecticut Mutual Holding C…$30MOmeros Corporation Retirement PlanOmeros Corporation Retiremen…$30MCriticalpoint Capital, LLC 401(k) PlanCriticalpoint Capital, LLC 4…$30MQuorum Health Resources Retirement Savings PlanQuorum Health Resources Reti…$30MTouchstone Communities 401(k) PlanTouchstone Communities 401(k…$30M
End-of-year total assets ($M) among Connecticut Mutual Holding Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN061608237
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Connecticut Mutual Holding Company)

Sponsor-wide plan assets over time

All Connecticut Mutual Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$32M 20.25678042871576% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.8M $32.3M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 162 $27M
2023 1 156 $30M
2024 1 160 $32M

Nearby 401(k) Plans in Connecticut

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

Connecticut Mutual Holding Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Connecticut Mutual Holding Company 401(k) Profit Sharing Plan, Total assets ($B): 0.030145192 · Participants: 156Connecticut Mutual Holding Company 401(k) Profit Sharing 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
Connecticut Mutual Holding Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Connecticut Mutual Holding Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Connecticut Mutual Holding Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Criticalpoint Capital, LLC 401(k) Plan in CA ($30M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Connecticut Mutual Holding Company 401(k) Profit Sharing Plan assets move in 2023? ▼
Connecticut Mutual Holding Company 401(k) Profit Sharing Plan grew at a solid clip - up 12.4% during 2023, from $27M to $30M. Reported net income was $3M.
How have Connecticut Mutual Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connecticut Mutual Holding Company's sponsor-wide assets grew 20.3%, from $27M to $32M.
Where does Connecticut Mutual Holding Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Connecticut Mutual Holding Company 401(k) Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Connecticut Mutual Holding Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Criticalpoint Capital, LLC 401(k) Plan in CA ($30M, 402 participants).
Which 401(k) plans cover a similar participant headcount to Connecticut Mutual Holding Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M 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 061608237.

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.