CT Form 5500 retirement and benefit plan filings
State Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, CT has 3,114 loaded benefit plan(s) reported by 1,949 plan sponsor(s), with $495,744,733,042 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3,114
- Plan sponsors
- 1,949
- Total reported assets (EOY)
- $495,744,733,042
- Latest filing year
- 2023
Cities by loaded plan count
- Stamford, CT — 312 plan(s)
- Norwalk, CT — 147 plan(s)
- Hartford, CT — 142 plan(s)
- Shelton, CT — 116 plan(s)
- New Haven, CT — 105 plan(s)
- Windsor, CT — 103 plan(s)
- Greenwich, CT — 100 plan(s)
- Danbury, CT — 97 plan(s)
- Wallingford, CT — 88 plan(s)
- Farmington, CT — 85 plan(s)
- Bridgeport, CT — 73 plan(s)
- Westport, CT — 62 plan(s)
- Waterbury, CT — 59 plan(s)
- West Hartford, CT — 54 plan(s)
- Orange, CT — 52 plan(s)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Rtx Savings Plan | Rtx Corporation | Farmington | $52,759,784,000 | 2023 |
| Rtx Savings Plan Master Trust | Rtx Corporation | Farmington | $52,403,640,000 | 2023 |
| Rtx Master Retirement Trust | Rtx Corporation | Farmington | $44,355,677,000 | 2023 |
| Rtx Consolidated Pension Plan | Rtx Corporation | Farmington | $43,752,088,232 | 2023 |
| Citi Retirement Savings Plan | Citigroup Inc. | Stamford | $20,653,030,659 | 2023 |
| Bridgewater Short Term Investment Fund Ii, LLC | Bridgewater Short Term Investment Fund Ii, LLC | Westport | $20,628,312,934 | 2023 |
| The Citigroup Pension Plan | Citigroup Inc. | Stamford | $10,610,367,002 | 2023 |
| All Weather Portfolio Limited | All Weather Portfolio Limited | Westport | $10,328,931,741 | 2023 |
| Yale University Retirement Account Plan | Yale University | New Haven | $7,406,887,292 | 2023 |
| The Hartford Investment And Savings Plan | Hartford Fire Insurance Company | Hartford | $6,478,512,000 | 2023 |
| Eversource Retirement Plan Master Trust | Eversource Energy Service Company | Hartford | $6,064,036,821 | 2023 |
| Eversource Pension Plan | Eversource Energy Service Company | Hartford | $5,876,134,200 | 2023 |
| Retirement Plan For Employees Of Aetna Inc. | Aetna Inc. | Hartford | $5,400,037,590 | 2023 |
| Boehringer Ingelheim Usa Corporation Master Investment Trust | Boehringer Ingelheim Usa Corporation | Ridgefield | $4,434,450,805 | 2023 |
| Bridgewater Pure Alpha Funds, Ltd. | Bridgewater Pure Alpha Funds, Ltd. | Westport | $4,423,529,877 | 2023 |
Largest CT plans → · CT plans with financial data → · $1B+ CT plans →
Related Form 5500 pages
- Stamford, CT Form 5500 filings
- Norwalk, CT Form 5500 filings
- Hartford, CT Form 5500 filings
- Shelton, CT Form 5500 filings
- New Haven, CT Form 5500 filings
- Windsor, CT Form 5500 filings
- Greenwich, CT Form 5500 filings
- Danbury, CT Form 5500 filings
- Wallingford, CT Form 5500 filings
- Farmington, CT Form 5500 filings
- Bridgeport, CT Form 5500 filings
- Westport, CT Form 5500 filings
- Waterbury, CT Form 5500 filings
- West Hartford, CT Form 5500 filings
- Orange, CT Form 5500 filings
- Rtx Savings Plan (plan 017)
- Rtx Savings Plan Master Trust (plan 001)
- Rtx Master Retirement Trust (plan 001)
- Rtx Consolidated Pension Plan (plan 041)
- Citi Retirement Savings Plan (plan 004)
- Bridgewater Short Term Investment Fund Ii, LLC (plan 001)
- The Citigroup Pension Plan (plan 020)
- All Weather Portfolio Limited (plan 001)
- Yale University Retirement Account Plan (plan 001)
- The Hartford Investment And Savings Plan (plan 100)
- Methodology
- Data sources