401(k) · DOL Form 5500 · 2024

Knights of Columbus 401(k) Plan

Data updated 2026-08-25

$156M
Total assets Near avg plan size
637
Participants Below avg headcount
93rd
Percentile by assets National rank
$244,944
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Management Tax Savings Investment Plan for Knights of Columbus · Sponsored by Knights of Columbus · Connecticut · Finance & Insurance

$156M in assets, 637 participants

Knights of Columbus's The Management Tax Savings Investment Plan for Knights of Columbus reported $156M in total assets and 637 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.

  • #7,615 in Finance & Insurance (8,549 peers)

Where The Management Tax Savings Investment Plan for Knights of Columbus sits by assets

The Management Tax Savings Investment Plan for Knights of Columbus sits in the top 10% of all filed plans by assets, $156M for 637 participants (~$244,944/participant), up 11.9% in 2024.

#7,615
in Finance & Insurance (8,549 peers)
+11.9%
assets growth YoY
1.6×
vs typical plan assets (national mean)

The Management Tax Savings Investment Plan for Knights of Columbus's outsized position by total assets

The Management Tax Savings Investment Plan for Knights of Columbus vs every filed plan by assets

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

$156,029,028 Top 7% higher than 93% 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

The Management Tax Savings Investment Plan for Knights of Columbus 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 Management Tax Savings Investment Plan for Knights of Columbus sits mid-pack in the medium band (637 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Management Tax Savings Investment Plan for Knights of Columbus reported net income fell from $20M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • The Management Tax Savings Investment Plan for Knights of Columbus end-of-year assets rose from $139M in the plan year 2023 filing to $156M in the plan year 2024 filing.
  • The Management Tax Savings Investment Plan for Knights of Columbus reported participants rose from 613 in the plan year 2023 filing to 637 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 060416470 · Knights of Columbus PY 2024 · 401(k)

The Management Tax Savings Investment Plan for Knights of Columbus · $156M · 637 · 93rd

  • PART $156M
  • TYPE 637
  • NET 93rd
  • BOOK 401(k)
  • VS-ST near Host Hotels & Resorts L. P. Retirement and Savings Plan
  • BOY ind #7615

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 →

The Management Tax Savings Investment Plan for Knights of Columbus in the asset neighbourhood

Evident Scientific 401(k) PlanEvident Scientific 401(k) Pl…$156MMayville Engineering Company, Inc. 401(k) PlanMayville Engineering Company…$156MHost Hotels & Resorts L. P. Retirement and Savings PlanHost Hotels & Resorts L. P. …$156MSuntec Concrete, Inc. 401(k) Profit Sharing PlanSuntec Concrete, Inc. 401(k)…$156MThe Management Tax Savings Investment Plan for Knights of ColumbusThe Management Tax Savings I…$156M
End-of-year total assets ($M) among The Management Tax Savings Investment Plan for Knights of Columbus and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$139M
Net Assets (End of Year)$156M
Net Income$17M
Employer EIN060416470
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Knights of Columbus)

Sponsor-wide plan assets over time

All Knights of Columbus plans reported in each filing year

Latest sponsor-wide plan assets
$863M 22.507964752123684% vs 2022
2024 filing year
$650M$700M$750M$800M$850M$900M 202220232024 $704M $863M ▲ +22.5%
Year Plans Participants Total Assets
2022 5 3,373 $704M
2023 5 3,440 $798M
2024 5 3,483 $863M

Nearby 401(k) Plans in Connecticut

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

The Management Tax Savings Investment Plan for Knights of Columbus vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Management Tax Savings Investment Plan for Knights of Columbus, Total assets ($B): 0.156029028 · Participants: 637The Management Tax Savings Investment Plan for Knights of ColumbusRtx 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
The Management Tax Savings Investment Plan for Knights of Columbus vs. nearby 401(k) plans in Connecticut, assets vs. participants

The Management Tax Savings Investment Plan for Knights of Columbus's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Host Hotels & Resorts L. P. Retirement and Savings Plan in MD ($156M); by covered participants it is Metrolina Greenhouses, Inc. Profit Sharing Plan in NC (637 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (637 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 The Management Tax Savings Investment Plan for Knights of Columbus assets move in 2024?
The Management Tax Savings Investment Plan for Knights of Columbus grew at a solid clip - up 11.9% during 2024, from $139M to $156M. Reported net income was $17M.
How have Knights of Columbus plan assets changed over time?
Across 3 plan years on file (2022-2024), Knights of Columbus's sponsor-wide assets grew 22.5%, from $704M to $863M.
Where does The Management Tax Savings Investment Plan for Knights of Columbus rank by assets among Form 5500 filers?
The Management Tax Savings Investment Plan for Knights of Columbus ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Management Tax Savings Investment Plan for Knights of Columbus?
Among 401(k) plans in other states, the closest by assets is Host Hotels & Resorts L. P. Retirement and Savings Plan in MD ($156M, 163 participants).
Which 401(k) plans cover a similar participant headcount to The Management Tax Savings Investment Plan for Knights of Columbus?
Among 401(k) plans in other states, the closest by covered participants is Metrolina Greenhouses, Inc. Profit Sharing Plan in NC (637 participants, $73M in assets).