401(k) · DOL Form 5500 · 2024

Connex Credit Union, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
147
Participants Small participant base
70th
Percentile by assets National rank
$132,671
Avg per participant Near avg balance/head
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Official DOL plan name: Connex Credit Union, Inc. 401(k) Plan and Trust · Sponsored by Connex Credit Union, Inc. · Connecticut · Finance & Insurance

$20M in assets, 147 participants

Connex Credit Union, Inc.'s Connex Credit Union, Inc. 401(k) Plan and Trust reported $20M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,668 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

Connex Credit Union, Inc. 401(k) Plan and Trust covers 147 participants in Connecticut, about 20% of the average Connecticut filer (state average ~718 per filing). Assets: $20M.

#4,668
in Finance & Insurance (8,549 peers)
+7.8%
assets growth YoY

Connex Credit Union, Inc. 401(k) Plan and Trust's outsized position by total assets

Connex Credit Union, Inc. 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$19,502,678 Top 30% higher than 70% 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

Connex Credit Union, Inc. 401(k) Plan and Trust 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. Connex Credit Union, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Connex Credit Union, Inc. 401(k) Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Connex Credit Union, Inc. 401(k) Plan and Trust end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Connex Credit Union, Inc. 401(k) Plan and Trust reported participants rose from 141 in the plan year 2023 filing to 147 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 060655052 · Connex Credit Union, Inc. PY 2024 · 401(k)

Connex Credit Union, Inc. 401(k) Plan and Trust · $20M · 147 · 70th

  • PCT $20M
  • EIN 147
  • RANK 70th
  • PHOTO 401(k)
  • IND near Pophealthcare, LLC 401(k) Plan
  • EOY ind #4668

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 →

Connex Credit Union, Inc. 401(k) Plan and Trust in the asset neighbourhood

Mti Distributing 401(k) Plan$20MConnex Credit Union, Inc. 401(k) Plan and TrustConnex Credit Union, Inc. 40…$20MPophealthcare, LLC 401(k) PlanPophealthcare, LLC 401(k) Pl…$20MTribeca Pediatrics PLLC 401(k) PlanTribeca Pediatrics PLLC 401(…$20MBell Nursery USA LLC 401(k) PlanBell Nursery USA LLC 401(k) …$20M
End-of-year total assets ($M) among Connex Credit Union, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN060655052
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Connex Credit Union, Inc.)

Sponsor-wide plan assets over time

All Connex Credit Union, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 28.462870238436505% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.2M $19.5M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 124 $15M
2023 1 141 $18M
2024 1 147 $20M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Connex Credit Union, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Connex Credit Union, Inc. 401(k) Plan and Trust, Total assets ($B): 0.019502678 · Participants: 147Connex Credit Union, Inc. 401(k) Plan and TrustRtx 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
Connex Credit Union, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Connex Credit Union, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Connex Credit Union, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Pophealthcare, LLC 401(k) Plan in TN ($20M); by covered participants it is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Connex Credit Union, Inc. 401(k) Plan and Trust assets move in 2024? ▼
Connex Credit Union, Inc. 401(k) Plan and Trust grew at a solid clip - up 7.8% during 2024, from $18M to $20M. Reported net income was $1M.
How have Connex Credit Union, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connex Credit Union, Inc.'s sponsor-wide assets grew 28.5%, from $15M to $20M.
Which 401(k) plans are similar in size to Connex Credit Union, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pophealthcare, LLC 401(k) Plan in TN ($20M, 592 participants).
Which 401(k) plans cover a similar participant headcount to Connex Credit Union, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants, $15M 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 060655052.

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.