401(k) · DOL Form 5500 · 2024
Conning & Company 401(k) Plan
Data updated 2026-08-06
- $160M
- Total assets
- 366
- Participants
- 93rd
- Percentile by assets
- $437,824
- Avg per participant
Official DOL plan name: Conning & Company (U.S.) Retirement Savings Plan · Sponsored by Conning & Company · Connecticut · Finance & Insurance
$160M in assets, 366 participants
Conning & Company's Conning & Company (U.S.) Retirement Savings Plan reported $160M in total assets and 366 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 116,472 plans)
- #7,372 in Finance & Insurance (8,240 peers)
Coverage in Connecticut
Conning & Company (U.S.) Retirement Savings Plan covers 366 participants in Connecticut, about 49% of the average Connecticut filer (state average ~740 per filing). Assets: $160M.
- $160M
- total plan assets (2024 EOY)
- 366
- covered participants
- 93rd
- percentile by assets (of 116,472 plans)
- $437,824
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Conning & Company (U.S.) Retirement Savings Plan end-of-year assets rose from $138M in the plan year 2023 filing to $160M in the plan year 2024 filing.
- Conning & Company (U.S.) Retirement Savings Plan reported net income rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 740 participants across 1,756 plans. Conning & Company (U.S.) Retirement Savings Plan reports 366 participants - about 49% of that state average ($160M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $138M |
|---|---|
| Net Assets (End of Year) | $160M |
| Net Income | $22M |
| Employer EIN | 061174588 |
| Plan Effective Date | 2009-09-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Conning & Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 351 | $119M |
| 2023 | 1 | 365 | $138M |
| 2024 | 1 | 366 | $160M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Conning & Company (U.S.) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Conning & Company (U.S.) Retirement Savings Plan by total assets, not by location.
- Transdev North America, Inc. 401(k) Plan for Collectively Bargained Employees (IL) $160M · 10,568
- Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan (IL) $160M · 167
- Hannover Life Reassurance Company of America Retirement Plan (FL) $160M · 324
- Gigamon, Inc. 401(k) Plan (CA) $160M · 482
Frequently Asked Questions
How did Conning & Company (U.S.) Retirement Savings Plan assets move in 2024? ▼
How have Conning & Company plan assets changed over time? ▼
Where does Conning & Company (U.S.) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Conning & Company (U.S.) Retirement Savings Plan? ▼
Next read for Conning & Company (U.S.) Retirement Savi…
Filing takeaways
Ways to act on Conning & Company (U.S.) Retirement Savings Plan's numbers.
- By total assets, Conning & Company (U.S.) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
- Conning & Company's sponsor-wide assets have grown 35.0% since 2022 across 3 plan years on file. More Finance & Insurance plans