401(k) · DOL Form 5500 · 2024

The Common Fund for Nonprofits 401(k) Plan

Data updated 2026-08-25

$142M
Total assets Near avg plan size
180
Participants Small participant base
93rd
Percentile by assets National rank
$790,212
Avg per participant High balance/head
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Official DOL plan name: The Commonfund Retirement Savings Plan · Sponsored by The Common Fund for Nonprofits · Connecticut · Finance & Insurance

$142M in assets, 180 participants

The Common Fund for Nonprofits's The Commonfund Retirement Savings Plan reported $142M in total assets and 180 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.

  • #7,553 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

The Commonfund Retirement Savings Plan covers 180 participants in Connecticut, about 25% of the average Connecticut filer (state average ~718 per filing). Assets: $142M.

#7,553
in Finance & Insurance (8,549 peers)
+12.8%
assets growth YoY
1.4×
vs typical plan assets (national mean)

The Commonfund Retirement Savings Plan's outsized position by total assets

The Commonfund Retirement Savings Plan vs every filed plan by assets

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

$142,238,158 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 Commonfund Retirement Savings 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 Commonfund Retirement Savings Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Commonfund Retirement Savings Plan reported net income fell from $21M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • The Commonfund Retirement Savings Plan end-of-year assets rose from $126M in the plan year 2023 filing to $142M in the plan year 2024 filing.
  • The Commonfund Retirement Savings Plan reported participants rose from 163 in the plan year 2023 filing to 180 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 237037968 · The Common Fund for Nonprofits PY 2024 · 401(k)

The Commonfund Retirement Savings Plan · $142M · 180 · 93rd

  • RANK $142M
  • RANK 180
  • RANK 93rd
  • RANK 401(k)
  • RANK near Joy Cone Co. 401(k) Profit Sharing Plan
  • RANK ind #7553

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 →

The Commonfund Retirement Savings Plan in the asset neighbourhood

First Community Bancshares, Inc.Employees' Profit Sharing PlanFirst Community Bancshares, …$142MThe Commonfund Retirement Savings PlanThe Commonfund Retirement Sa…$142MJoy Cone Co. 401(k) Profit Sharing PlanJoy Cone Co. 401(k) Profit S…$142MBtig, LLC 401(k) Plan$142MTechtarget, Inc. 401(k) Retirement Savings PlanTechtarget, Inc. 401(k) Reti…$142M
End-of-year total assets ($M) among The Commonfund Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$126M
Net Assets (End of Year)$142M
Net Income$16M
Employer EIN237037968
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Common Fund for Nonprofits)

Sponsor-wide plan assets over time

All The Common Fund for Nonprofits plans reported in each filing year

Latest sponsor-wide plan assets
$142M 35.05819299349774% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $105M $142M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 162 $105M
2023 1 163 $126M
2024 1 180 $142M

Nearby 401(k) Plans in Connecticut

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

The Commonfund Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Commonfund Retirement Savings Plan, Total assets ($B): 0.142238158 · Participants: 180The Commonfund Retirement Savings 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 Commonfund Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Commonfund Retirement Savings Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Joy Cone Co. 401(k) Profit Sharing Plan in TX ($142M); by covered participants it is Costello, Inc. 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($142M here).

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Commonfund Retirement Savings Plan assets move in 2024? ▼
The Commonfund Retirement Savings Plan grew at a solid clip - up 12.8% during 2024, from $126M to $142M. Reported net income was $16M.
How have The Common Fund for Nonprofits plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Common Fund for Nonprofits's sponsor-wide assets grew 35.1%, from $105M to $142M.
Where does The Commonfund Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Commonfund Retirement Savings 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 Commonfund Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Joy Cone Co. 401(k) Profit Sharing Plan in TX ($142M, 1,179 participants).
Which 401(k) plans cover a similar participant headcount to The Commonfund Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Costello, Inc. 401(k) Plan in TX (180 participants, N/A 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 237037968.

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.