Conning Corporation
Plan context: Conning & Company (U.S.) Retirement Savings Plan
EIN 06-1174588 • 42 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
370
2024 Assets
$160,243,525
2024 Contributions
$10,835,426
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 370 | $160,243,525 | $10,835,426 | $29,285iApproximate average salary by contribution assumption: employee only about $732,123 at 4% or $488,082 at 6%; with 50% employer match about $488,082 at 4% or $325,388 at 6%; with 100% employer match about $366,062 at 4% or $244,041 at 6%. |
| Conning & Company (U.S.) Retirement Savings Plan | - | 370 | $160,243,525 | $10,835,426 | $29,285iApproximate average salary by contribution assumption: employee only about $732,123 at 4% or $488,082 at 6%; with 50% employer match about $488,082 at 4% or $325,388 at 6%; with 100% employer match about $366,062 at 4% or $244,041 at 6%. |
| 2023 | 1 | 365 | $138,333,807 | $8,081,465 | $22,141iApproximate average salary by contribution assumption: employee only about $553,525 at 4% or $369,017 at 6%; with 50% employer match about $369,017 at 4% or $246,011 at 6%; with 100% employer match about $276,763 at 4% or $184,508 at 6%. |
| Conning & Company (U.S.) Retirement Savings Plan | - | 365 | $138,333,807 | $8,081,465 | $22,141iApproximate average salary by contribution assumption: employee only about $553,525 at 4% or $369,017 at 6%; with 50% employer match about $369,017 at 4% or $246,011 at 6%; with 100% employer match about $276,763 at 4% or $184,508 at 6%. |
| 2022 | 1 | 355 | $118,727,984 | $9,427,211 | $26,556iApproximate average salary by contribution assumption: employee only about $663,888 at 4% or $442,592 at 6%; with 50% employer match about $442,592 at 4% or $295,061 at 6%; with 100% employer match about $331,944 at 4% or $221,296 at 6%. |
| Conning & Company (U.S.) Retirement Savings Plan | - | 355 | $118,727,984 | $9,427,211 | $26,556iApproximate average salary by contribution assumption: employee only about $663,888 at 4% or $442,592 at 6%; with 50% employer match about $442,592 at 4% or $295,061 at 6%; with 100% employer match about $331,944 at 4% or $221,296 at 6%. |
| 2021 | 1 | 351 | $143,110,268 | $8,640,870 | $24,618iApproximate average salary by contribution assumption: employee only about $615,447 at 4% or $410,298 at 6%; with 50% employer match about $410,298 at 4% or $273,532 at 6%; with 100% employer match about $307,723 at 4% or $205,149 at 6%. |
| Conning & Company (U.S.) Retirement Savings Plan | - | 351 | $143,110,268 | $8,640,870 | $24,618iApproximate average salary by contribution assumption: employee only about $615,447 at 4% or $410,298 at 6%; with 50% employer match about $410,298 at 4% or $273,532 at 6%; with 100% employer match about $307,723 at 4% or $205,149 at 6%. |
| 2020 | 1 | 342 | $120,645,108 | $8,390,171 | $24,533iApproximate average salary by contribution assumption: employee only about $613,317 at 4% or $408,878 at 6%; with 50% employer match about $408,878 at 4% or $272,585 at 6%; with 100% employer match about $306,658 at 4% or $204,439 at 6%. |
| Conning & Company (U.S.) Retirement Savings Plan | - | 342 | $120,645,108 | $8,390,171 | $24,533iApproximate average salary by contribution assumption: employee only about $613,317 at 4% or $408,878 at 6%; with 50% employer match about $408,878 at 4% or $272,585 at 6%; with 100% employer match about $306,658 at 4% or $204,439 at 6%. |
| 2019 | 3 | 331 | $99,948,641 | $7,246,626 | $21,893iApproximate average salary by contribution assumption: employee only about $547,328 at 4% or $364,885 at 6%; with 50% employer match about $364,885 at 4% or $243,257 at 6%; with 100% employer match about $273,664 at 4% or $182,443 at 6%. |
| Conning & Company (U.S.) Retirement Savings Plan | - | 331 | $99,948,641 | $7,246,626 | $21,893iApproximate average salary by contribution assumption: employee only about $547,328 at 4% or $364,885 at 6%; with 50% employer match about $364,885 at 4% or $243,257 at 6%; with 100% employer match about $273,664 at 4% or $182,443 at 6%. |
| Conning Health and Welfare Plans | - | 0 | - | - | - |
| Conning & Company Severance Pay Plan for U.S. Employees | - | 0 | - | - | - |
| 2018 | 3 | 326 | $83,164,871 | $7,205,795 | $22,104iApproximate average salary by contribution assumption: employee only about $552,592 at 4% or $368,394 at 6%; with 50% employer match about $368,394 at 4% or $245,596 at 6%; with 100% employer match about $276,296 at 4% or $184,197 at 6%. |
| Conning & Company (U.S.) Retirement Savings Plan | - | 326 | $83,164,871 | $7,205,795 | $22,104iApproximate average salary by contribution assumption: employee only about $552,592 at 4% or $368,394 at 6%; with 50% employer match about $368,394 at 4% or $245,596 at 6%; with 100% employer match about $276,296 at 4% or $184,197 at 6%. |
| Conning Health and Welfare Plans | - | 260 | - | - | - |
| Conning & Company Severance Pay Plan for U.S. Employees | - | 266 | - | - | - |
| 2017 | 3 | 321 | $82,918,451 | $6,177,995 | $19,246iApproximate average salary by contribution assumption: employee only about $481,152 at 4% or $320,768 at 6%; with 50% employer match about $320,768 at 4% or $213,845 at 6%; with 100% employer match about $240,576 at 4% or $160,384 at 6%. |
| Conning & Company (U.S.) Retirement Savings Plan | - | 321 | $82,918,451 | $6,177,995 | $19,246iApproximate average salary by contribution assumption: employee only about $481,152 at 4% or $320,768 at 6%; with 50% employer match about $320,768 at 4% or $213,845 at 6%; with 100% employer match about $240,576 at 4% or $160,384 at 6%. |
| Conning Health and Welfare Plans | - | 261 | - | - | - |
| Conning & Company Severance Pay Plan for U.S. Employees | - | 262 | - | - | - |
| 2016 | 3 | 326 | $67,511,271 | $9,793,836 | $30,042iApproximate average salary by contribution assumption: employee only about $751,061 at 4% or $500,707 at 6%; with 50% employer match about $500,707 at 4% or $333,805 at 6%; with 100% employer match about $375,531 at 4% or $250,354 at 6%. |
| Conning & Company (U.S.) Retirement Savings Plan | - | 312 | $67,511,271 | $9,793,836 | $31,391iApproximate average salary by contribution assumption: employee only about $784,763 at 4% or $523,175 at 6%; with 50% employer match about $523,175 at 4% or $348,783 at 6%; with 100% employer match about $392,381 at 4% or $261,588 at 6%. |
| Conning Health and Welfare Plans | - | 326 | - | - | - |
| Conning & Company Severance Pay Plan for U.S. Employees | - | 326 | - | - | - |
| 2015 | 3 | 245 | $56,156,693 | $4,235,792 | $17,289iApproximate average salary by contribution assumption: employee only about $432,224 at 4% or $288,149 at 6%; with 50% employer match about $288,149 at 4% or $192,099 at 6%; with 100% employer match about $216,112 at 4% or $144,075 at 6%. |
| Conning & Company (U.S.) Retirement Savings Plan | - | 245 | $56,156,693 | $4,235,792 | $17,289iApproximate average salary by contribution assumption: employee only about $432,224 at 4% or $288,149 at 6%; with 50% employer match about $288,149 at 4% or $192,099 at 6%; with 100% employer match about $216,112 at 4% or $144,075 at 6%. |
| Conning Health and Welfare Plans | - | 242 | - | - | - |
| Conning & Company Severance Pay Plan for U.S. Employees | - | 240 | - | - | - |
| 2014 | 3 | 240 | $54,104,283 | $3,952,755 | $16,470iApproximate average salary by contribution assumption: employee only about $411,745 at 4% or $274,497 at 6%; with 50% employer match about $274,497 at 4% or $182,998 at 6%; with 100% employer match about $205,873 at 4% or $137,248 at 6%. |
| Conning & Company (U.S.) Retirement Savings Plan | - | 233 | $54,104,283 | $3,952,755 | $16,965iApproximate average salary by contribution assumption: employee only about $424,115 at 4% or $282,744 at 6%; with 50% employer match about $282,744 at 4% or $188,496 at 6%; with 100% employer match about $212,058 at 4% or $141,372 at 6%. |
| Conning Health and Welfare Plans | - | 224 | - | - | - |
| Conning & Company Severance Pay Plan for U.S. Employees | - | 240 | - | - | - |
| 2013 | 3 | 248 | $50,958,225 | $3,675,060 | $14,819iApproximate average salary by contribution assumption: employee only about $370,470 at 4% or $246,980 at 6%; with 50% employer match about $246,980 at 4% or $164,653 at 6%; with 100% employer match about $185,235 at 4% or $123,490 at 6%. |
| Conning & Company (U.S.) Retirement Savings Plan | - | 231 | $50,958,225 | $3,675,060 | $15,909iApproximate average salary by contribution assumption: employee only about $397,734 at 4% or $265,156 at 6%; with 50% employer match about $265,156 at 4% or $176,771 at 6%; with 100% employer match about $198,867 at 4% or $132,578 at 6%. |
| Conning & Company Severance Pay Plan for U.S. Employees | - | 248 | - | - | - |
| Conning Health and Welfare Plans | - | 228 | - | - | - |
| 2012 | 3 | 248 | $42,646,605 | $4,092,446 | $16,502iApproximate average salary by contribution assumption: employee only about $412,545 at 4% or $275,030 at 6%; with 50% employer match about $275,030 at 4% or $183,353 at 6%; with 100% employer match about $206,272 at 4% or $137,515 at 6%. |
| Conning & Company (U.S.) Retirement Savings Plan | - | 244 | $42,646,605 | $4,092,446 | $16,772iApproximate average salary by contribution assumption: employee only about $419,308 at 4% or $279,539 at 6%; with 50% employer match about $279,539 at 4% or $186,359 at 6%; with 100% employer match about $209,654 at 4% or $139,769 at 6%. |
| Conning & Company Severance Pay Plan for U.S. Employees | - | 248 | - | - | - |
| Conning Health and Welfare Plans | - | 248 | - | - | - |
| 2011 | 3 | 251 | $36,542,723 | $5,693,157 | $22,682iApproximate average salary by contribution assumption: employee only about $567,048 at 4% or $378,032 at 6%; with 50% employer match about $378,032 at 4% or $252,021 at 6%; with 100% employer match about $283,524 at 4% or $189,016 at 6%. |
| Conning & Company (U.S.) Retirement Savings Plan | - | 247 | $36,542,723 | $5,693,157 | $23,049iApproximate average salary by contribution assumption: employee only about $576,230 at 4% or $384,154 at 6%; with 50% employer match about $384,154 at 4% or $256,102 at 6%; with 100% employer match about $288,115 at 4% or $192,077 at 6%. |
| Conning & Company Severance Pay Plan for U.S. Employees | - | 251 | - | - | - |
| Conning Health and Welfare Plans | - | 247 | - | - | - |
| 2010 | 3 | 245 | $32,966,969 | $3,651,546 | $14,904iApproximate average salary by contribution assumption: employee only about $372,607 at 4% or $248,404 at 6%; with 50% employer match about $248,404 at 4% or $165,603 at 6%; with 100% employer match about $186,303 at 4% or $124,202 at 6%. |
| Conning & Company (U.S.) Retirement Savings Plan | - | 226 | $32,966,969 | $3,651,546 | $16,157iApproximate average salary by contribution assumption: employee only about $403,932 at 4% or $269,288 at 6%; with 50% employer match about $269,288 at 4% or $179,525 at 6%; with 100% employer match about $201,966 at 4% or $134,644 at 6%. |
| Conning Health and Welfare Plans | - | 245 | - | - | - |
| Conning & Company Severance Pay Plan for U.S. Employees | - | 241 | - | - | - |
| 2009 | 2 | 230 | $25,670,359 | $902,782 | $3,925iApproximate average salary by contribution assumption: employee only about $98,128 at 4% or $65,419 at 6%; with 50% employer match about $65,419 at 4% or $43,613 at 6%; with 100% employer match about $49,064 at 4% or $32,709 at 6%. |
| Conning & Company (U.S.) Retirement Savings Plan | - | 229 | $25,670,359 | $902,782 | $3,942iApproximate average salary by contribution assumption: employee only about $98,557 at 4% or $65,705 at 6%; with 50% employer match about $65,705 at 4% or $43,803 at 6%; with 100% employer match about $49,278 at 4% or $32,852 at 6%. |
| Conning Health and Welfare Plans | - | 230 | - | - | - |
| 2002 | 1 | 0 | $0 | $116,059 | - |
| Conning Corporation Profit Sharing & 401K Plan | - | 0 | - | $116,059 | - |
| 2001 | 1 | 280 | $23,445,111 | $3,132,217 | $11,186iApproximate average salary by contribution assumption: employee only about $279,662 at 4% or $186,441 at 6%; with 50% employer match about $186,441 at 4% or $124,294 at 6%; with 100% employer match about $139,831 at 4% or $93,221 at 6%. |
| Conning Corporation Profit Sharing & 401K Plan | - | 280 | $23,445,111 | $3,132,217 | $11,186iApproximate average salary by contribution assumption: employee only about $279,662 at 4% or $186,441 at 6%; with 50% employer match about $186,441 at 4% or $124,294 at 6%; with 100% employer match about $139,831 at 4% or $93,221 at 6%. |
| 2000 | 2 | 269 | $0 | $0 | - |
| Conning & Company Severance Pay Plan for U.S. Employees | - | 269 | - | - | - |
| Conning Corporation Profit Sharing & 401K Plan | - | 259 | - | - | - |
| 1999 | 1 | 364 | $27,977,571 | $3,349,772 | $9,203iApproximate average salary by contribution assumption: employee only about $230,067 at 4% or $153,378 at 6%; with 50% employer match about $153,378 at 4% or $102,252 at 6%; with 100% employer match about $115,033 at 4% or $76,689 at 6%. |
| Conning Corporation Profit Sharing & 401K Plan | - | 364 | $27,977,571 | $3,349,772 | $9,203iApproximate average salary by contribution assumption: employee only about $230,067 at 4% or $153,378 at 6%; with 50% employer match about $153,378 at 4% or $102,252 at 6%; with 100% employer match about $115,033 at 4% or $76,689 at 6%. |