Defined Benefit (Pension) · DOL Form 5500 · 2023

Connecticut Business & Industry Association. Inc. Pension Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
24
Participants Small participant base
82nd
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. · Sponsored by Connecticut Business & Industry Association. Inc. · Connecticut · Professional & Technical Services

$36M in assets, 24 participants

Connecticut Business & Industry Association. Inc.'s Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. reported $36M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,730 in Professional & Technical Services (20,321 peers)

Where Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. sits by assets

Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. sits in the top quartile of all filed plans by assets, $36M for 24 participants (~$1.5M/participant), up 1.8% in 2023.

#16,730
in Professional & Technical Services (20,321 peers)
+1.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.'s outsized position by total assets

Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. vs every filed plan by assets

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

$35,793,128 Top 18% higher than 82% 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

Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. reported net income rose from $322K in the plan year 2022 filing to $647K in the plan year 2023 filing.
  • Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. reported participants fell from 27 in the plan year 2022 filing to 24 in the plan year 2023 filing.
  • Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. end-of-year assets rose from $35M in the plan year 2022 filing to $36M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060439660 · Connecticut Business & Industry Association. Inc. PY 2023 · Defined Benefit (Pension)

Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. · $36M · 24 · 82nd

  • IND $36M
  • IND 24
  • IND 82nd
  • IND Defined Benefit (Pension)
  • IND near Hauni Richmond, Inc. Pension Plan
  • IND ind #16730

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. in the asset neighbourhood

Mt. Elliott Cemetery Association Retirement PlanMt. Elliott Cemetery Associa…$36MPension Plan for Hourly Employees of True Temper Sports, Inc. Represented by the United Steelworkers of AmericaPension Plan for Hourly Empl…$36MPension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.Pension Plan for Employees o…$36MHauni Richmond, Inc. Pension PlanHauni Richmond, Inc. Pension…$36MSouthern Region of Teamsters Pension PlanSouthern Region of Teamsters…$36M
End-of-year total assets ($M) among Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$36M
Net Income$647K
Employer EIN060439660
Plan Effective Date1957-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Connecticut Business & Industry Association. Inc.)

Sponsor-wide plan assets over time

All Connecticut Business & Industry Association. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 75.83782755504286% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $35.2M $61.8M ▲ +75.8%
Year Plans Participants Total Assets
2022 1 27 $35M
2023 2 106 $62M
2024 2 98 $62M

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc., Total assets ($B): 0.035793128 · Participants: 24Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.Rtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. side-by-side with 3 peers →

Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Hauni Richmond, Inc. Pension Plan in VA ($36M); by covered participants it is Horus Technology Solutions, Inc. Cash Balance Plan in MD (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. assets move in 2023? ▼
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. edged up modestly - up 1.8% during 2023, from $35M to $36M. Reported net income was $647K.
How have Connecticut Business & Industry Association. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connecticut Business & Industry Association. Inc.'s sponsor-wide assets grew 75.8%, from $35M to $62M.
Where does Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. ranks in the 82nd 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 Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hauni Richmond, Inc. Pension Plan in VA ($36M, 81 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Horus Technology Solutions, Inc. Cash Balance Plan in MD (24 participants, $2M 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 060439660.

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.