Other · DOL Form 5500 · 2024
The University of Connecticut Foundation Incorporated Retirement Plan
Data updated 2026-08-11
- $49M
- Total assets
- 169
- Participants
- 84th
- Percentile by assets
- $292,545
- Avg per participant
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.
- 84th percentile by assets (of 123,622 plans)
- #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.
- $49M
- total plan assets (2024 EOY)
- 169
- covered participants
- 84th
- percentile by assets (of 123,622 plans)
- $292,545
- avg assets per participant
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.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. The University of Connecticut Foundation, Inc. Retirement Annuity Plan reports 169 participants - about 24% of that state average ($49M EOY assets).
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)
| 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.
The University of Connecticut Foundation, Inc. Retirement Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The University of Connecticut Foundation, Inc. Retirement Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The University of Connecticut Foundation, Inc. Retirement Annuity Plan assets move in 2024? ▼
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Next read for The University of Connecticut Foundation…
Filing takeaways
Ways to act on The University of Connecticut Foundation, Inc. Retirement Annuity Plan's numbers.
- By total assets, The University of Connecticut Foundation, Inc. Retirement Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- The University of Connecticut Foundation Incorporated's sponsor-wide assets have grown 41.9% since 2022 across 3 plan years on file. More Educational Services plans