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
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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.

See the national 2023→2024 release diff →

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 EIN066070722
Plan Effective Date1989-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Connecticut Foundation Incorporated)

$30M$35M$40M$45M$50M$55M 202220232024 $34.8M $49.4M ▲ +41.9%
Total plan assets by year, all The University of Connecticut Foundation Incorporated plans on file
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

The University of Connecticut Foundation, Inc. Retirement Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants The University of Co…Yale University Reti…Yale-New Haven Hospi…Yale University Tax-…Nuvance Health 403(b…Wesleyan University …
The University of Connecticut Foundation, Inc. Retirement Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants

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.

Frequently Asked Questions

How did The University of Connecticut Foundation, Inc. Retirement Annuity Plan assets move in 2024?
The University of Connecticut Foundation, Inc. Retirement Annuity Plan grew sharply - up 17.1% during 2024, from $42M to $49M. Reported net income was $7M.
How have The University of Connecticut Foundation Incorporated plan assets changed over time?
Across 3 plan years on file (2022-2024), The University of Connecticut Foundation Incorporated's sponsor-wide assets grew 41.9%, from $35M to $49M.
Where does The University of Connecticut Foundation, Inc. Retirement Annuity Plan rank by assets among Form 5500 filers?
The University of Connecticut Foundation, Inc. Retirement Annuity Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The University of Connecticut Foundation, Inc. Retirement Annuity Plan?
Among Other plans in other states, the closest by assets is Western Michigan University Homer Stryker M.D. School of Medicine 403(b) Plan in MI ($49M, 469 participants).

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