Money Purchase · DOL Form 5500 · 2024
American Association of University Professors - Uconn Chapter Money Purchase Plan
Data updated 2026-08-25
- $434K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $86,782
- Avg per participant Below avg balance/head
Official DOL plan name: American Association of University Professors - Uconn Chapter Money Purchase Plan · Sponsored by American Association of University Professors - Uconn Chapter · Connecticut · Other Services
$434K in assets, 5 participants
American Association of University Professors - Uconn Chapter's American Association of University Professors - Uconn Chapter Money Purchase Plan reported $434K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.
- #2,734 in Other Services (7,719 peers)
American Association of University Professors - Uconn Chapter multi-year trail
American Association of University Professors - Uconn Chapter's plans moved -45.7% in assets from 2022 to 2024; this filing shows American Association of University Professors - Uconn Chapter Money Purchase Plan at $434K / 5 participants.
- #2,734
- in Other Services (7,719 peers)
- -28.5%
- assets change YoY
The plan reported a net loss of $173K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
American Association of University Professors - Uconn Chapter Money Purchase Plan among the smaller filed plans by assets
American Association of University Professors - Uconn Chapter Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$433,909 17th percentile higher than 17% 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
American Association of University Professors - Uconn Chapter Money Purchase Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Association of University Professors - Uconn Chapter Money Purchase Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Association of University Professors - Uconn Chapter Money Purchase Plan end-of-year assets fell from $607K in the plan year 2023 filing to $434K in the plan year 2024 filing.
- American Association of University Professors - Uconn Chapter Money Purchase Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- American Association of University Professors - Uconn Chapter Money Purchase Plan reported net income rose from -$192K in the plan year 2023 filing to -$173K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 060949733 · American Association of University Professors - Uconn Chapter PY 2024 · Money Purchase
American Association of University Professors - Uconn Chapter Money Purchase Plan · $434K · 5 · 17th
- PHOTO $434K
- PHOTO 5
- PHOTO 17th
- PHOTO Money Purchase
- PHOTO near Alliance Community Health Services Psc Retirement Plan
- PHOTO ind #2734
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 Other Services retirement plans → · Plans in Connecticut →
American Association of University Professors - Uconn Chapter Money Purchase Plan in the asset neighbourhood
American Association of University Professors - Uconn Chapter multi-year asset trail
Sponsor-wide plan assets over time
All American Association of University Professors - Uconn Chapter plans reported in each filing year
- Latest sponsor-wide plan assets
- $434K 45.69512305012115% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $799K |
| 2023 | 1 | 4 | $607K |
| 2024 | 1 | 5 | $434K |
American Association of University Professors - Uconn Chapter filing trail (2024)
| Total Assets (Beginning of Year) | $607K |
|---|---|
| Net Assets (End of Year) | $434K |
| Net Income | -$173K |
| Employer EIN | 060949733 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Connecticut
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- New England Electrical Workers Money Purchase Plan and Trust $870M · 9,637
- Equinor US Holdings Inc. Money Purchase Pension Plan $200M · 683
- Southern Ct IBEW Annuity Plan $86M · 477
- Money Purchase Retirement Plan of U.a. Local 716 $37M · 340
- IBEW Local No. 223 Deferred Income Plan $30M · 631
American Association of University Professors - Uconn Chapter Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Connecticut, the nearest Money Purchase by assets is Alliance Community Health Services Psc Retirement Plan in PR ($436K); by covered participants it is Aguadilla Eye Md Psc Retirement Plan in PR (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($434K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Aguadilla Eye Md Psc Retirement Plan (PR) 5 · 0 off
- Instituto Cardiologico De Arecibo Instituto Cardiologico De Arecibo, Csp Retirement Plan (PR) 5 · 0 off
- Instituto Cardiologico De Arecibo Instituto Cardiologico De Arecibo, Csp Retirement Plan (PR) 5 · 0 off
- Zavala-Martinez Retirement Plan (PR) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.