401(k) · DOL Form 5500 · 2024

Nutmeg State Financial Credit 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
124
Participants Small participant base
53rd
Percentile by assets National rank
$70,798
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 · Connecticut · Finance & Insurance

$9M in assets, 124 participants

Nutmeg State Financial Credit's Nutmeg State Financial Credit Union 401(k) Plan reported $9M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,162 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

Nutmeg State Financial Credit Union 401(k) Plan covers 124 participants in Connecticut, about 17% of the average Connecticut filer (state average ~718 per filing). Assets: $9M.

#3,162
in Finance & Insurance (8,549 peers)
+38.9%
assets growth YoY

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 2024 · DOL Form 5500

$8,778,899 Top 47% higher than 53% of 123,620 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 2024

Nutmeg State Financial Credit Union 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nutmeg State Financial Credit Union 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nutmeg State Financial Credit Union 401(k) Plan reported net income rose from $395K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Nutmeg State Financial Credit Union 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Nutmeg State Financial Credit Union 401(k) Plan reported participants rose from 98 in the plan year 2023 filing to 124 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060655039 · Nutmeg State Financial Credit PY 2024 · 401(k)

Nutmeg State Financial Credit Union 401(k) Plan · $9M · 124 · 53rd

  • 5500 $9M
  • 5500 124
  • 5500 53rd
  • 5500 401(k)
  • 5500 near Trinitas Ventures, LLC 401(k) Profit Sharing Plan
  • 5500 ind #3162

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…$9MTrinitas Ventures, LLC 401(k) Profit Sharing PlanTrinitas Ventures, LLC 401(k…$9MGlobal Employee 401(k)/Profit Sharing PlanGlobal Employee 401(k)/Profi…$9MRobbins Bros. Jewelry, Inc. 401(k) PlanRobbins Bros. Jewelry, Inc. …$9MState Bank 401(k) Plan$9M
End-of-year total assets ($M) among Nutmeg State Financial Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN060655039
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nutmeg State Financial Credit)

Sponsor-wide plan assets over time

All Nutmeg State Financial Credit 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

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. -50000050000100000150000 -20020406080 Total assets ($B) Participants Nutmeg State Financial Credit Union 401(k) Plan, Total assets ($B): 0.008778899 · Participants: 124Nutmeg State Financial Credit Union 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox 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 Trinitas Ventures, LLC 401(k) Profit Sharing Plan in IN ($9M); by covered participants it is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Nutmeg State Financial Credit Union 401(k) Plan surged - up 38.9% during 2024, from $6M to $9M. Reported net income was $2M.
How have Nutmeg State Financial Credit plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nutmeg State Financial Credit'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 Trinitas Ventures, LLC 401(k) Profit Sharing Plan in IN ($9M, 166 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 General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.