Other · DOL Form 5500 · 2024
The University of Connecticut Foundation Incorporated Retirement Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 169
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $292,545
- Avg per participant High balance/head
Official DOL plan name: The University of Connecticut Foundation, Inc. Retirement Annuity Plan · Sponsored by The University of Connecticut Foundation Incorporated · Connecticut · Educational Services
$49M in assets, 169 participants
The University of Connecticut Foundation Incorporated's The University of Connecticut Foundation, Inc. Retirement Annuity Plan reported $49M in total assets and 169 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #2,617 in Educational Services (3,638 peers)
Coverage in Connecticut
The University of Connecticut Foundation, Inc. Retirement Annuity Plan covers 169 participants in Connecticut, about 24% of the average Connecticut filer (state average ~718 per filing). Assets: $49M.
- #2,617
- in Educational Services (3,638 peers)
- +17.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The University of Connecticut Foundation, Inc. Retirement Annuity Plan's outsized position by total assets
The University of Connecticut Foundation, Inc. Retirement Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$49,440,141 Top 16% higher than 84% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The University of Connecticut Foundation, Inc. Retirement Annuity 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. The University of Connecticut Foundation, Inc. Retirement Annuity Plan sits mid-pack in the medium band (169 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The University of Connecticut Foundation, Inc. Retirement Annuity Plan end-of-year assets rose from $42M in the plan year 2023 filing to $49M in the plan year 2024 filing.
- The University of Connecticut Foundation, Inc. Retirement Annuity Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 066070722 · The University of Connecticut Foundation Incorporated PY 2024 · Other
The University of Connecticut Foundation, Inc. Retirement Annuity Plan · $49M · 169 · 84th
- EBSA $49M
- PART 169
- TYPE 84th
- NET Other
- BOOK near Western Michigan University Homer Stryker M.D. School of Medicine 403(b) Plan
- VS-ST ind #2617
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 Educational Services retirement plans → · Plans in Connecticut →
The University of Connecticut Foundation, Inc. Retirement Annuity Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $7M |
| Employer EIN | 066070722 |
| Plan Effective Date | 1989-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Connecticut Foundation Incorporated)
Sponsor-wide plan assets over time
All The University of Connecticut Foundation Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 41.89874967582084% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 130 | $35M |
| 2023 | 1 | 170 | $42M |
| 2024 | 1 | 169 | $49M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
The University of Connecticut Foundation, Inc. Retirement Annuity Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Western Michigan University Homer Stryker M.D. School of Medicine 403(b) Plan in MI ($49M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc., Section 403(b) Defined Contribution Plan in FL (169 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
- Western Michigan University Homer Stryker M.D. School of Medicine 403(b) Plan (MI) $49M · 469
- The New England College of Optometry Defined Contribution Retirement Plan (MA) $49M · 195
- Ridgecrest Regional Hospital Special Contributory Tsa Pension Plan (CA) $49M · 838
- The Awty International School 403(b) Retirement Plan (TX) $49M · 298
Similar participant headcount
Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.
- Early Learning Coalition of Palm Beach County, Inc., Section 403(b) Defined Contribution Plan (FL) 169 · 0 off
- University of Cincinnati Foundation Defined Contribution Retirement Plan (OH) 169 · 0 off
- Public Media Group of Southern California 403(b) Retirement Plan (CA) 169 · 0 off
- Cushing Academy Defined Contribution Retirement Plan (MA) 169 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.