Other
2024 plan-year Other DOL Form 5500

QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

QUINNIPIAC UNIVERSITY

This Other plan holds $240M in total assets and serves 1,034 participants as of 2024. It is sponsored by QUINNIPIAC UNIVERSITY in Connecticut. The plan reported positive net income of $23M for the year.

Total Assets (2023)
$240M
Participants
1,034
State
Industry
Educational Services

What the Filing Says About QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN

QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN is a Other retirement plan sponsored by QUINNIPIAC UNIVERSITY, headquartered in Connecticut. As of the 2024 Form 5500 filing, the plan reports $240M in total end-of-year assets and covers 1,034 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 060646701, and the plan has been effective since 1971-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $217M at the beginning of 2024 to $240M at year-end — a gain of 10.5%. Net assets (after liabilities) closed the year at $240M, with reported net income of $23M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$217M
Total Assets (End of Year)$240M
Net Assets (End of Year)$240M
Net Income$23M
Plan TypeOther
Employer EIN060646701
Plan Effective Date1971-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (QUINNIPIAC UNIVERSITY)

Year Plans Participants Total Assets
2022 2 2,420 $470M
2023 2 2,358 $525M
2024 2 2,344 $575M

Nearby Other Plans in Connecticut

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

Frequently Asked Questions

How much money is in the QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN?
As of the 2024 Form 5500 filing, QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN holds $240M in total assets with 1,034 participants. It is sponsored by QUINNIPIAC UNIVERSITY.
What type of plan is QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN?
QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN is a Other plan. It has been effective since 1971-09-01. The plan is filed with the U.S. Department of Labor under EIN 060646701.
Who sponsors the QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN?
QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN is sponsored by QUINNIPIAC UNIVERSITY, located in Connecticut. The sponsor's EIN is 060646701 and the plan operates in the Educational Services industry.
How did QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN perform in 2024?
QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN grew by 10.5% during 2024, moving from $217M to $240M in total assets. Net income was $23M.
Where can I find official filings for QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN?
Official Form 5500 filings for QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 060646701 or plan name at efast.dol.gov.
How does QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN compare to other plans?
You can compare QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN against other Other plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 060646701.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.