Other · DOL Form 5500 · 2024
University of Hartford Retirement Plan
Data updated 2026-08-25
- $458M
- Total assets Above avg plan size
- 807
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $566,959
- Avg per participant High balance/head
Official DOL plan name: University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan · Sponsored by University of Hartford · Connecticut · Educational Services
$458M in assets, 807 participants
University of Hartford's University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan reported $458M in total assets and 807 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #3,468 in Educational Services (3,638 peers)
Where University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan sits by assets
University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan sits in the top 5% of all filed plans by assets, $458M for 807 participants (~$566,959/participant), up 5.2% in 2024.
- #3,468
- in Educational Services (3,638 peers)
- +5.2%
- assets growth YoY
- 4.6×
- vs typical plan assets (national mean)
University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan's outsized position by total assets
University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$457,536,049 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement 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. University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan sits mid-pack in the medium band (807 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan reported net income fell from $39M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan reported participants fell from 876 in the plan year 2023 filing to 807 in the plan year 2024 filing.
- University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan end-of-year assets rose from $435M in the plan year 2023 filing to $458M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 060731360 · University of Hartford PY 2024 · Other
University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan · $458M · 807 · 97th
- 5500 $458M
- ASSETS 807
- PCT 97th
- EIN Other
- RANK near Children's Hospital & Medical Center 403(b) Plan
- PHOTO ind #3468
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 →
University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $435M |
|---|---|
| Net Assets (End of Year) | $458M |
| Net Income | $22M |
| Employer EIN | 060731360 |
| Plan Effective Date | 1959-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Hartford)
Sponsor-wide plan assets over time
All University of Hartford plans reported in each filing year
- Latest sponsor-wide plan assets
- $458M 15.395077377110445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 930 | $396M |
| 2023 | 1 | 876 | $435M |
| 2024 | 1 | 807 | $458M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Children's Hospital & Medical Center 403(b) Plan in NE ($457M); by covered participants it is Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan in OR (807 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($458M here).
- Children's Hospital & Medical Center 403(b) Plan (NE) $457M · 3,616
- Touro 403(b) Plan (NY) $458M · 4,788
- Santa Clara University Tax-Deferred Annuity Plan (CA) $460M · 1,857
- University of St. Thomas Retirement Plan (MN) $460M · 2,357
Similar participant headcount
Nearest other-state filings by covered participants (807 participants); asset peers above are excluded.
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan (OR) 807 · 0 off
- Saint Mary's College Defined Contribution Retirement Plan (IN) 808 · 1 off
- Birch Family Services 403(b) Retirement Savings Plan (NY) 809 · 2 off
- Gettysburg College Defined Contribution Retirement Plan (PA) 810 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.