401(k) · DOL Form 5500 · 2022

Nutmeg State Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
80
Participants Small participant base
54th
Percentile by assets National rank
$74,080
Avg per participant Below avg balance/head
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Official DOL plan name: Nutmeg State Financial Credit Union 401(k) Plan · Sponsored by Nutmeg State Financial Credit Union · Connecticut · Finance & Insurance

$6M in assets, 80 participants

Nutmeg State Financial Credit Union's Nutmeg State Financial Credit Union 401(k) Plan reported $6M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,513 in Finance & Insurance (9,261 peers)

Nutmeg State Financial Credit Union multi-year trail

Nutmeg State Financial Credit Union's plans moved -25.9% in assets from 2022 to 2024; this filing shows Nutmeg State Financial Credit Union 401(k) Plan at $6M / 80 participants.

#3,513
in Finance & Insurance (9,261 peers)
-5.4%
assets change YoY

The plan reported a net loss of $338K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nutmeg State Financial Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Nutmeg State Financial Credit Union 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,926,439 Top 46% higher than 54% of 139,123 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 2022

Nutmeg State Financial Credit Union 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nutmeg State Financial Credit Union 401(k) Plan is a small filing (80 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 060655039 · Nutmeg State Financial Credit Union PY 2022 · 401(k)

Nutmeg State Financial Credit Union 401(k) Plan · $6M · 80 · 54th

  • BOOK $6M
  • VS-ST 80
  • BOY 54th
  • SCH 401(k)
  • EBSA near Netgain Technologies, LLC 401(k) Profit Sharing Plan & Trust
  • PART ind #3513

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 →

Nutmeg State Financial Credit Union 401(k) Plan in the asset neighbourhood

Nutmeg State Financial Credit Union 401(k) PlanNutmeg State Financial Credi…$6MNetgain Technologies, LLC 401(k) Profit Sharing Plan & TrustNetgain Technologies, LLC 40…$6MH.D. Hudson Manufacturing Company Retirement Savings PlanH.D. Hudson Manufacturing Co…$6MNextern Retirement Plan$6MCommunity Financial Corp. Employee Stock Ownership and 401(k) PlanCommunity Financial Corp. Em…$6M
End-of-year total assets ($M) among Nutmeg State Financial Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nutmeg State Financial Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Nutmeg State Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$9M 25.93445237519529% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $11.9M $8.78M ▼ -25.9%
Year Plans Participants Total Assets
2022 2 160 $12M
2023 1 98 $6M
2024 1 124 $9M

Nutmeg State Financial Credit Union filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$338K
Employer EIN060655039
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Nutmeg State Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Nutmeg State Financial Credit Union 401(k) Plan, Total assets ($B): 0.005926439 · Participants: 80Nutmeg State Financial Credit Union 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Nutmeg State Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Nutmeg State Financial Credit Union 401(k) Plan side-by-side with 3 peers →

Nutmeg State Financial Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Netgain Technologies, LLC 401(k) Profit Sharing Plan & Trust in KY ($6M); by covered participants it is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Nutmeg State Financial Credit Union 401(k) Plan assets move in 2022? ▼
Nutmeg State Financial Credit Union 401(k) Plan pulled back noticeably - down 5.4% during 2022, from $6M to $6M. Reported net income was -$338K.
How have Nutmeg State Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nutmeg State Financial Credit Union's sponsor-wide assets declined 25.9%, from $12M to $9M.
Which 401(k) plans are similar in size to Nutmeg State Financial Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Netgain Technologies, LLC 401(k) Profit Sharing Plan & Trust in KY ($6M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Nutmeg State Financial Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060655039.

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.