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
- Latest filing year
- 2023
What stands out in CT
- 3,114 loaded plans hold $495.7B in reported assets across 1,949 sponsors.
- The largest, Rtx Savings Plan, holds 11% of reported CT plan assets.
- Plans cover 5,177,541 participants — about 1,663 per plan.
- 68% of loaded plans report full Schedule H/I financial statements.
- 40% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for CT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
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)
CT market comparison
Largest loaded CT plans
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2
- 3
- 4
- 5
- 6Bridgewater Short Term Investment Fund Ii, LLC · Westport · 2023
- 7
- 8
- 9
- 10
- 11
- 12
- 13
- 14Boehringer Ingelheim Usa Corporation · Ridgefield · 2023
- 15
Largest CT plans → · CT plans by participants → · CT plans with financial data → · CT plans with provider compensation → · $1B+ CT plans →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for CT?
- 3,114 plan(s) reported by 1,949 sponsor(s) are loaded for CT.
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