Other · DOL Form 5500 · 2024

Connecticut Association of Independent Schools, Inc Retirement Plan

Data updated 2026-08-25

$257M
Total assets Near avg plan size
912
Participants Near avg headcount
95th
Percentile by assets National rank
$281,616
Avg per participant High balance/head
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Official DOL plan name: Cais Multiple Employer Plan · Sponsored by Connecticut Association of Independent Schools, Inc · Connecticut · Educational Services

$257M in assets, 912 participants

Connecticut Association of Independent Schools, Inc's Cais Multiple Employer Plan reported $257M in total assets and 912 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,356 in Educational Services (3,638 peers)

Where Cais Multiple Employer Plan sits by assets

Cais Multiple Employer Plan sits in the top 5% of all filed plans by assets, $257M for 912 participants (~$281,616/participant), up 40.1% in 2024.

#3,356
in Educational Services (3,638 peers)
+40.1%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Cais Multiple Employer Plan's outsized position by total assets

Cais Multiple Employer Plan vs every filed plan by assets

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

$256,834,202 Top 5% higher than 95% 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

Cais Multiple Employer 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. Cais Multiple Employer Plan sits mid-pack in the medium band (912 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cais Multiple Employer Plan end-of-year assets rose from $183M in the plan year 2023 filing to $257M in the plan year 2024 filing.
  • Cais Multiple Employer Plan reported participants rose from 817 in the plan year 2023 filing to 912 in the plan year 2024 filing.
  • Cais Multiple Employer Plan reported net income rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 060848965 · Connecticut Association of Independent Schools, Inc PY 2024 · Other

Cais Multiple Employer Plan · $257M · 912 · 95th

  • BOOK $257M
  • VS-ST 912
  • BOY 95th
  • SCH Other
  • EBSA near American Association for the Advancement of Science Defined Contribution Plan
  • PART ind #3356

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 →

Cais Multiple Employer Plan in the asset neighbourhood

Bracewell LLP 401(k) Plan a$258MSiena College Defined Contribution Retirement PlanSiena College Defined Contri…$257MCais Multiple Employer Plan$257MAmerican Association for the Advancement of Science Defined Contribution PlanAmerican Association for the…$257MMilford Regional Medical Center Partnership PlanMilford Regional Medical Cen…$256M
End-of-year total assets ($M) among Cais Multiple Employer Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$183M
Net Assets (End of Year)$257M
Net Income$22M
Employer EIN060848965
Plan Effective Date2022-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Connecticut Association of Independent Schools, Inc)

Sponsor-wide plan assets over time

All Connecticut Association of Independent Schools, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$257M 127.72229534679096% vs 2022
2024 filing year
$50M$100M$150M$200M$250M$300M 202220232024 $113M $257M ▲ +127.7%
Year Plans Participants Total Assets
2022 1 605 $113M
2023 1 817 $183M
2024 1 912 $257M

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

Cais Multiple Employer Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants Cais Multiple Employer Plan, Total assets ($B): 0.256834202 · Participants: 912Cais Multiple Employer PlanYale University Retirement Account Plan, Total assets ($B): 8.343162149 · Participants: 13197Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 2.311493523 · Participants: 22447Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.873939522 · Participants: 20269Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.746080453 · Participants: 2323Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Wesleyan University Retirement Plan, Total assets ($B): 0.688145628 · Participants: 1714Wesleyan University Retirement Plan
Cais Multiple Employer Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Cais Multiple Employer Plan side-by-side with 3 peers →

Cais Multiple Employer Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is American Association for the Advancement of Science Defined Contribution Plan in DC ($257M); by covered participants it is University of Puget Sound Retirement Savings Plan in WA (912 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (912 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 Cais Multiple Employer Plan assets move in 2024? ▼
Cais Multiple Employer Plan surged - up 40.1% during 2024, from $183M to $257M. Reported net income was $22M.
How have Connecticut Association of Independent Schools, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connecticut Association of Independent Schools, Inc's sponsor-wide assets grew 127.7%, from $113M to $257M.
Where does Cais Multiple Employer Plan rank by assets among Form 5500 filers? ▼
Cais Multiple Employer Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Cais Multiple Employer Plan? ▼
Among Other plans in other states, the closest by assets is American Association for the Advancement of Science Defined Contribution Plan in DC ($257M, 463 participants).
Which Other plans cover a similar participant headcount to Cais Multiple Employer Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Puget Sound Retirement Savings Plan in WA (912 participants, $354M 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 060848965.

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.