Defined Benefit (Pension) · DOL Form 5500 · 2024

Aetna Inc. Pension Plan

Data updated 2026-07-24

$5.2B
Total assets: 9,682
Participants: 100th
Percentile by assets: $541,470
Avg per participant

Official DOL plan name: Retirement Plan for Employees of Aetna Inc. · Sponsored by Aetna Inc. · Connecticut · Finance & Insurance

$5.2B in assets, 9,682 participants

Aetna Inc.'s Retirement Plan for Employees of Aetna Inc. reported $5.2B in total assets and 9,682 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

100th percentile by assets (of 116,472 plans)

Coverage in Connecticut

Retirement Plan for Employees of Aetna Inc. covers 9,682 participants in Connecticut, 13x the typical Connecticut plan (state average ~740 per filing). Assets: $5.2B.

$5.2B
total plan assets (2024 EOY): 9,682
covered participants: 100th
percentile by assets (of 116,472 plans): $541,470
avg assets per participant

The plan reported a net loss of $182M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Aetna Inc. reported net income fell from $29M in the plan year 2023 filing to -$182M in the plan year 2024 filing.
Retirement Plan for Employees of Aetna Inc. reported participants fell from 10,546 in the plan year 2023 filing to 9,682 in the plan year 2024 filing.
Retirement Plan for Employees of Aetna Inc. end-of-year assets fell from $5.4B in the plan year 2023 filing to $5.2B in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Connecticut

Industry

Finance & Insurance

Participants vs Connecticut filers

In Connecticut, the average filing covers about 740 participants across 1,756 plans. Retirement Plan for Employees of Aetna Inc. reports 9,682 participants - 13x that state average ($5.2B EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)	$5.4B
Net Assets (End of Year)	$5.2B
Net Income	-$182M
Employer EIN	232229683
Plan Effective Date	1955-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Aetna Inc.)

Total plan assets by year, all Aetna Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	11,471	$5.4B
2023	1	10,546	$5.4B
2024	1	9,682	$5.2B

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Aetna Inc. vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants

Rtx Consolidated Pension Plan $41.6B · 36,180
The Citigroup Pension Plan $10.0B · 15,906
Eversource Pension Plan $5.8B · 3,428
The Hartford Retirement Plan for U.S. Employees $3.4B · 7,034
Frontier Communications Pension Plan $2.9B · 15,141

Compare Retirement Plan for Employees of Aetna I… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of Aetna Inc. by total assets, not by location.

Screen Actors Guild - Producers Pension Plan (CA) $5.3B · 31,823
Bp Retirement Accumulation Plan (TX) $5.3B · 9,651
The Bank of New York Mellon Corporation Pension Plan (PA) $5.2B · 6,387
Berkshire Hathaway Consolidated Pension Plan (NE) $5.2B · 9,020

Frequently Asked Questions

How did Retirement Plan for Employees of Aetna Inc. assets move in 2024? ▼

Retirement Plan for Employees of Aetna Inc. edged down modestly - down 2.9% during 2024, from $5.4B to $5.2B. Reported net income was -$182M.

How have Aetna Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Aetna Inc.'s sponsor-wide assets declined 2.2%, from $5.4B to $5.2B.

Where does Retirement Plan for Employees of Aetna Inc. rank by assets among Form 5500 filers? ▼

Retirement Plan for Employees of Aetna Inc. ranks in the 100th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Aetna Inc.? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Screen Actors Guild - Producers Pension Plan in CA ($5.3B, 31,823 participants).

Next read for Retirement Plan for Employees of Aetna I…

Filing takeaways

Ways to act on Retirement Plan for Employees of Aetna Inc.'s numbers.

By total assets, Retirement Plan for Employees of Aetna Inc. ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Connecticut. Compare plans
Aetna Inc.'s sponsor-wide assets have declined 2.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 232229683.

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.