401(k) · DOL Form 5500 · 2024

Connecticare Capital, LLC 401(k) Plan

Data updated 2026-08-25

$147M
Total assets Near avg plan size
577
Participants Below avg headcount
93rd
Percentile by assets National rank
$255,298
Avg per participant Above avg balance/head
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Official DOL plan name: The Connecticare Savings and Investment Plan · Sponsored by Connecticare Capital, LLC · Connecticut · Management of Enterprises

$147M in assets, 577 participants

Connecticare Capital, LLC's The Connecticare Savings and Investment Plan reported $147M in total assets and 577 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.

  • #912 in Management of Enterprises (1,133 peers)

Where The Connecticare Savings and Investment Plan sits by assets

The Connecticare Savings and Investment Plan sits in the top 10% of all filed plans by assets, $147M for 577 participants (~$255,298/participant), up 3.5% in 2024.

#912
in Management of Enterprises (1,133 peers)
+3.5%
assets growth YoY
1.5×
vs typical plan assets (national mean)

The Connecticare Savings and Investment Plan's outsized position by total assets

The Connecticare Savings and Investment Plan vs every filed plan by assets

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

$147,307,004 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 Connecticare Savings and Investment 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. The Connecticare Savings and Investment Plan sits mid-pack in the medium band (577 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Connecticare Savings and Investment Plan reported net income fell from $11M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Connecticare Savings and Investment Plan reported participants fell from 691 in the plan year 2023 filing to 577 in the plan year 2024 filing.
  • The Connecticare Savings and Investment Plan end-of-year assets rose from $142M in the plan year 2023 filing to $147M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061633074 · Connecticare Capital, LLC PY 2024 · 401(k)

The Connecticare Savings and Investment Plan · $147M · 577 · 93rd

  • SCH $147M
  • SCH 577
  • SCH 93rd
  • SCH 401(k)
  • SCH near Medisys Venture 401(k) Plan
  • SCH ind #912

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 Management of Enterprises retirement plans → · Plans in Connecticut →

The Connecticare Savings and Investment Plan in the asset neighbourhood

Okland 401(k) Profit Sharing PlanOkland 401(k) Profit Sharing…$147MPatriot Growth Insurance Services, LLC 401(k) PlanPatriot Growth Insurance Ser…$147MThe Connecticare Savings and Investment PlanThe Connecticare Savings and…$147MMedisys Venture 401(k) Plan$147MCrown Packaging Corp. 401(k) PlanCrown Packaging Corp. 401(k)…$147M
End-of-year total assets ($M) among The Connecticare Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$142M
Net Assets (End of Year)$147M
Net Income$6M
Employer EIN061633074
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Connecticare Capital, LLC)

Sponsor-wide plan assets over time

All Connecticare Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$147M 12.610956748340996% vs 2022
2024 filing year
$125M$130M$135M$140M$145M$150M 202220232024 $131M $147M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 691 $131M
2023 1 691 $142M
2024 1 577 $147M

Nearby 401(k) Plans in Connecticut

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

The Connecticare Savings and Investment Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Connecticare Savings and Investment Plan, Total assets ($B): 0.147307004 · Participants: 577The Connecticare Savings and Investment PlanRtx 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 Connecticare Savings and Investment Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Connecticare Savings and Investment Plan side-by-side with 3 peers →

The Connecticare Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Medisys Venture 401(k) Plan in NY ($147M); by covered participants it is Azelis Americas, LLC 401(k) Retirement Plan in MA (577 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($147M here).

Similar participant headcount

Nearest other-state filings by covered participants (577 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 Connecticare Savings and Investment Plan assets move in 2024? ▼
The Connecticare Savings and Investment Plan edged up modestly - up 3.5% during 2024, from $142M to $147M. Reported net income was $6M.
How have Connecticare Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connecticare Capital, LLC's sponsor-wide assets grew 12.6%, from $131M to $147M.
Where does The Connecticare Savings and Investment Plan rank by assets among Form 5500 filers? ▼
The Connecticare Savings and Investment Plan 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 Connecticare Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medisys Venture 401(k) Plan in NY ($147M, 834 participants).
Which 401(k) plans cover a similar participant headcount to The Connecticare Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Azelis Americas, LLC 401(k) Retirement Plan in MA (577 participants, $92M 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 061633074.

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.