Defined Benefit (Pension) · DOL Form 5500 · 2024
Aetna Inc. Pension Plan
Data updated 2026-08-25
- $5.2B
- Total assets Very large vs avg
- 9,682
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $541,470
- Avg per participant High balance/head
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.
- #8,505 in Finance & Insurance (8,549 peers)
Coverage in Connecticut
Retirement Plan for Employees of Aetna Inc. covers 9,682 participants in Connecticut, 13x the typical Connecticut plan (state average ~718 per filing). Assets: $5.2B.
- #8,505
- in Finance & Insurance (8,549 peers)
- -2.9%
- assets change YoY
- 53×
- vs typical plan assets (national mean)
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.'s outsized position by total assets
Retirement Plan for Employees of Aetna Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,242,514,983 Highest reported value at or above every one 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
Retirement Plan for Employees of Aetna Inc.'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. Retirement Plan for Employees of Aetna Inc. lands in the large band (9,682 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Plan-year Form 5500 strip
Filing strip 232229683 · Aetna Inc. PY 2024 · Defined Benefit (Pension)
Retirement Plan for Employees of Aetna Inc. · $5.2B · 9,682 · 100th
- NET $5.2B
- BOOK 9,682
- VS-ST 100th
- BOY Defined Benefit (Pension)
- SCH near Chicago & Vicinity Laborers' District Council Pension Plan
- EBSA ind #8505
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 Finance & Insurance retirement plans → · Plans in Connecticut →
Retirement Plan for Employees of Aetna Inc. in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Aetna Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.2B 2.1861818626899763% vs 2022
- 2024 filing year
| 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.
- 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
Scale composition for Retirement Plan for Employees of Aetna Inc.
Retirement Plan for Employees of Aetna Inc. reports $5.2B in end-of-year assets across 9,682 participants (0.043% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $541,470 per participant (3.9x the national average assets-per-participant) . Net income for plan year 2024 was -$182M.
This plan identity (EIN 232229683, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.4B to $5.2B (-2.2%) while covered participants moved from 11,471 to 9,682 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,471 | $5.4B | Open filing |
| 2023 | 10,546 | $5.4B | Open filing |
| 2024 · index core | 9,682 | $5.2B | This page |
Retirement Plan for Employees of Aetna Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Chicago & Vicinity Laborers' District Council Pension Plan in IL ($5.2B); by covered participants it is GE Aerospace Pension Plan in OH (9,637 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5.2B here).
- Chicago & Vicinity Laborers' District Council Pension Plan (IL) $5.2B · 11,586
- Screen Actors Guild - Producers Pension Plan (CA) $5.3B · 31,823
- Bp Retirement Accumulation Plan (TX) $5.3B · 9,651
- Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct (NY) $5.3B · 15,968
Similar participant headcount
Nearest other-state filings by covered participants (9,682 participants); asset peers above are excluded.
- GE Aerospace Pension Plan (OH) 9,637 · 45 off
- Southwest Airlines Market-Based Cash Balance Plan (TX) 9,612 · 70 off
- Ameren Retirement Plan (MO) 9,760 · 78 off
- Michigan Laborers' Pension Plan (MI) 9,786 · 104 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.