Money Purchase · DOL Form 5500 · 2023
American Association of University Professors- Uconn Chapter Money Purchase Plan
Data updated 2026-08-25
- $607K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $151,644
- Avg per participant Above avg balance/head
Official DOL plan name: American Association of University Professors- Uconn Chapter Money Purchase Plan · Sponsored by American Association of University Professors- Uconn Chapter · Connecticut · Other Services
$607K in assets, 4 participants
American Association of University Professors- Uconn Chapter's American Association of University Professors- Uconn Chapter Money Purchase Plan reported $607K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #3,266 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, American Association of University Professors- Uconn Chapter Money Purchase Plan ranks #3,266 of 7,857 2023 filers by assets (3309% of the sector average)-$607K for 4 participants.
- #3,266
- in Other Services (7,857 peers)
- -24.1%
- assets change YoY
The plan reported a net loss of $192K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
American Association of University Professors- Uconn Chapter Money Purchase Plan among the smaller filed plans by assets
American Association of University Professors- Uconn Chapter Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$606,576 20th percentile higher than 20% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
American Association of University Professors- Uconn Chapter Money Purchase Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Association of University Professors- Uconn Chapter Money Purchase Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Association of University Professors- Uconn Chapter Money Purchase Plan reported net income fell from $130K in the plan year 2022 filing to -$192K in the plan year 2023 filing.
- American Association of University Professors- Uconn Chapter Money Purchase Plan end-of-year assets fell from $799K in the plan year 2022 filing to $607K in the plan year 2023 filing.
DOL schedule card
Filing strip 060949733 · American Association of University Professors- Uconn Chapter PY 2023 · Money Purchase
American Association of University Professors- Uconn Chapter Money Purchase Plan · $607K · 4 · 20th
- EBSA $607K
- EBSA 4
- EBSA 20th
- EBSA Money Purchase
- EBSA near Critical Sleep & Pulmonary Solutions Retirement Plan
- EBSA ind #3266
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 →
American Association of University Professors- Uconn Chapter Money Purchase Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $799K |
|---|---|
| Net Assets (End of Year) | $607K |
| Net Income | -$192K |
| Employer EIN | 060949733 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Association of University Professors- Uconn Chapter)
Sponsor-wide plan assets over time
All American Association of University Professors- Uconn Chapter plans reported in each filing year
- Latest sponsor-wide plan assets
- $434K 45.69512305012115% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $799K |
| 2023 | 1 | 4 | $607K |
| 2024 | 1 | 5 | $434K |
Nearby Money Purchase Plans in Connecticut
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- New England Electrical Workers Money Purchase Plan and Trust $746M · 8,403
- Equinor US Holdings Inc. Money Purchase Pension Plan $174M · 626
- Southern Ct IBEW Annuity Plan $79M · 467
- Money Purchase Retirement Plan of U.a. Local 716 $36M · 447
- IBEW Local No. 223 Deferred Income Plan $28M · 556
American Association of University Professors- Uconn Chapter Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Connecticut, the nearest Money Purchase by assets is Critical Sleep & Pulmonary Solutions Retirement Plan in PR ($605K); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($607K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Unit Design Inc Mp (LA) 4 · 0 off
- Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan (NY) 4 · 0 off
- N.C. Cattlemens Association, Inc Pension Plan & Trust (NC) 4 · 0 off
- Linas a Sidrys Md (IL) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.