Other · DOL Form 5500 · 2024

Hartford Healthcare Corporation Retirement Plan

Data updated 2026-08-25

$666M
Total assets Above avg plan size
4,887
Participants Above avg headcount
98th
Percentile by assets National rank
$136,245
Avg per participant Near avg balance/head
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Official DOL plan name: Hartford Healthcare 403(b) Plan · Sponsored by Hartford Healthcare Corporation · Connecticut · Healthcare & Social Assistance

$666M in assets, 4,887 participants

Hartford Healthcare Corporation's Hartford Healthcare 403(b) Plan reported $666M in total assets and 4,887 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #16,546 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

Hartford Healthcare 403(b) Plan covers 4,887 participants in Connecticut, 6.8x the typical Connecticut plan (state average ~718 per filing). Assets: $666M.

#16,546
in Healthcare & Social Assistance (16,916 peers)
+3.6%
assets growth YoY
6.7×
vs typical plan assets (national mean)

Hartford Healthcare 403(b) Plan's outsized position by total assets

Hartford Healthcare 403(b) Plan vs every filed plan by assets

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

$665,829,273 Top 2% higher than 98% 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

Hartford Healthcare 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hartford Healthcare 403(b) Plan lands in the large band (4,887 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hartford Healthcare 403(b) Plan reported net income fell from $33M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Hartford Healthcare 403(b) Plan reported participants fell from 5,192 in the plan year 2023 filing to 4,887 in the plan year 2024 filing.
  • Hartford Healthcare 403(b) Plan end-of-year assets rose from $643M in the plan year 2023 filing to $666M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 222672834 · Hartford Healthcare Corporation PY 2024 · Other

Hartford Healthcare 403(b) Plan · $666M · 4,887 · 98th

  • NET $666M
  • BOOK 4,887
  • VS-ST 98th
  • BOY Other
  • SCH near Roper St. Francis Healthcare 403(b) Plan
  • EBSA ind #16546

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

Hartford Healthcare 403(b) Plan in the asset neighbourhood

Bucknell University Defined Contribution Retirement PlanBucknell University Defined …$673MThe New School 403(b) Retirement PlanThe New School 403(b) Retire…$670MUniversity of Dayton Tda Plan$667MHartford Healthcare 403(b) PlanHartford Healthcare 403(b) P…$666MRoper St. Francis Healthcare 403(b) PlanRoper St. Francis Healthcare…$664M
End-of-year total assets ($M) among Hartford Healthcare 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$643M
Net Assets (End of Year)$666M
Net Income$23M
Employer EIN222672834
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hartford Healthcare Corporation)

Sponsor-wide plan assets over time

All Hartford Healthcare Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5.5B 25.994043750786695% vs 2022
2024 filing year
$4B$4.5B$5B$5.5B$6B 202220232024 $4.35B $5.49B ▲ +26.2%
Year Plans Participants Total Assets
2022 5 36,691 $4.4B
2023 5 37,273 $4.9B
2024 5 38,715 $5.5B

Nearby Other Plans in Connecticut

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

Hartford Healthcare 403(b) Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 0246810 Total assets ($B) Participants Hartford Healthcare 403(b) Plan, Total assets ($B): 0.665829273 · Participants: 4887Hartford Healthcare 403(b) 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
Hartford Healthcare 403(b) Plan vs. nearby Other plans in Connecticut, assets vs. participants

Hartford Healthcare 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Roper St. Francis Healthcare 403(b) Plan in SC ($664M); by covered participants it is Georgetown University Defined Contribution Retirement Plan in DC (4,882 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($666M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,887 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 Hartford Healthcare 403(b) Plan assets move in 2024?
Hartford Healthcare 403(b) Plan edged up modestly - up 3.6% during 2024, from $643M to $666M. Reported net income was $23M.
How have Hartford Healthcare Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Hartford Healthcare Corporation's sponsor-wide assets grew 26.0%, from $4.4B to $5.5B.
Where does Hartford Healthcare 403(b) Plan rank by assets among Form 5500 filers?
Hartford Healthcare 403(b) Plan ranks in the 98th 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 Hartford Healthcare 403(b) Plan?
Among Other plans in other states, the closest by assets is Roper St. Francis Healthcare 403(b) Plan in SC ($664M, 6,443 participants).
Which Other plans cover a similar participant headcount to Hartford Healthcare 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Georgetown University Defined Contribution Retirement Plan in DC (4,882 participants, $2.5B in assets).