401(k) · DOL Form 5500 · 2024

United Way of Connecticut, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
321
Participants Below avg headcount
74th
Percentile by assets National rank
$76,960
Avg per participant Below avg balance/head
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Official DOL plan name: United Way of Connecticut, Inc. 401(k) Retirement Plan · Sponsored by United Way of Connecticut, Inc. · Connecticut · Healthcare & Social Assistance

$25M in assets, 321 participants

United Way of Connecticut, Inc.'s United Way of Connecticut, Inc. 401(k) Retirement Plan reported $25M in total assets and 321 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,208 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

United Way of Connecticut, Inc. 401(k) Retirement Plan covers 321 participants in Connecticut, about 45% of the average Connecticut filer (state average ~718 per filing). Assets: $25M.

#13,208
in Healthcare & Social Assistance (16,916 peers)
+12.4%
assets growth YoY

United Way of Connecticut, Inc. 401(k) Retirement Plan's outsized position by total assets

United Way of Connecticut, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$24,704,079 Top 26% higher than 74% 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

United Way of Connecticut, Inc. 401(k) 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. United Way of Connecticut, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (321 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Way of Connecticut, Inc. 401(k) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • United Way of Connecticut, Inc. 401(k) Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061084194 · United Way of Connecticut, Inc. PY 2024 · 401(k)

United Way of Connecticut, Inc. 401(k) Retirement Plan · $25M · 321 · 74th

  • BOOK $25M
  • BOOK 321
  • BOOK 74th
  • BOOK 401(k)
  • BOOK near Insurance Technologies 401(k) Savings Plan
  • BOOK ind #13208

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 →

United Way of Connecticut, Inc. 401(k) Retirement Plan in the asset neighbourhood

Insurance Technologies 401(k) Savings PlanInsurance Technologies 401(k…$25MHill Family Group Retirement PlanHill Family Group Retirement…$25MKellogg Supply, Inc. 401(k) PlanKellogg Supply, Inc. 401(k) …$25MUnited Way of Connecticut, Inc. 401(k) Retirement PlanUnited Way of Connecticut, I…$25MBrady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & TrustBrady, Ware & Schoenfeld, In…$25M
End-of-year total assets ($M) among United Way of Connecticut, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN061084194
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of Connecticut, Inc.)

Sponsor-wide plan assets over time

All United Way of Connecticut, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 34.500563720200525% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.4M $24.7M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 277 $18M
2023 1 319 $22M
2024 1 321 $25M

Nearby 401(k) Plans in Connecticut

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

United Way of Connecticut, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants United Way of Connecticut, Inc. 401(k) Retirement Plan, Total assets ($B): 0.024704079 · Participants: 321United Way of Connecticut, Inc. 401(k) Retirement 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
United Way of Connecticut, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare United Way of Connecticut, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

United Way of Connecticut, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Insurance Technologies 401(k) Savings Plan in TX ($25M); by covered participants it is Investar Holding Corporation 401(k) Plan in LA (321 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (321 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 United Way of Connecticut, Inc. 401(k) Retirement Plan assets move in 2024? ▼
United Way of Connecticut, Inc. 401(k) Retirement Plan grew at a solid clip - up 12.4% during 2024, from $22M to $25M. Reported net income was $3M.
How have United Way of Connecticut, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Connecticut, Inc.'s sponsor-wide assets grew 34.5%, from $18M to $25M.
Which 401(k) plans are similar in size to United Way of Connecticut, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Insurance Technologies 401(k) Savings Plan in TX ($25M, 171 participants).
Which 401(k) plans cover a similar participant headcount to United Way of Connecticut, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Investar Holding Corporation 401(k) Plan in LA (321 participants, $27M 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 061084194.

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.