Nassau Companies of New York 401(k) and pension plans

The Nassau Companies of New York, Hartford, CT. EIN 06-1599088. Annual reports 2009–2024. Also filed as The Phoenix Companies, Inc.; The Nassau Financial Group.

The Nassau Companies of New York has 2 active retirement plans on file. The largest is the The Nassau Companies of New York Employee Pension Plan, with 3,707 participants and $487 million in assets in 2024. Alight has been its administrator since 2022.

Active plans: 2
Participants: 4,836
Plan assets: $715 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

The Nassau Companies of New York Employee Pension Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 06-1599088
Participants (2024): 3,707
Net assets (2024): $487 million
Administered by: AlightEarlier: Mercer (2019–2021), Alight (2009–2018)
Plan administrator: Benefit Plan Committee the Nassau Companies of New York
One American Row
Hartford, CT 06102
(860) 403-5000As filed for 2024
In effect since: May 1, 1911

Earlier sponsor: The Phoenix Companies, Inc. (2009–2018).

Earlier plan names: The Phoenix Companies, Inc. Employee Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,707	$487 million	Alight
2023	3,798	$477 million	Alight
2022	3,874	$453 million	Alight
2021	3,952	$595 million	Mercer
2020	4,047	$594 million	Mercer
2019	4,120	$554 million	Mercer
2018	4,195	$480 million	Alight
2017	4,272	$550 million	Alight
2016	4,365	$482 million	Alight
2015	4,990	$493 million	Alight
2014	5,097	$541 million	Alight
2013	5,358	$529 million	Alight
2012	5,442	$482 million	Alight
2011	5,527	$447 million	Alight
2010	5,420	$444 million	Alight
2009	5,761	$402 million	Alight

The Nassau Companies of New York Savings and Investment Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 06-1599088
Participants (2024): 1,129
Net assets (2024): $229 million
Recordkeeper: Fidelity2009–2024
Plan administrator: The Nassau Financial Group
One American Row
Hartford, CT 06102
(860) 403-5000As filed for 2024
In effect since: December 1, 1973

Earlier sponsors: The Phoenix Companies, Inc. (2009–2018); The Nassau Companies of New York (2019–2022).

Earlier plan names: The Phoenix Companies, Inc. Savings and Investment Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,129	$229 million	Fidelity
2023	1,118	$211 million	Fidelity
2022	1,142	$191 million	Fidelity
2021	1,181	$245 million	Fidelity
2020	1,244	$228 million	Fidelity
2019	1,247	$195 million	Fidelity
2018	1,248	$169 million	Fidelity
2017	1,238	$188 million	Fidelity
2016	1,232	$163 million	Fidelity
2015	1,278	$164 million	Fidelity
2014	1,316	$167 million	Fidelity
2013	1,327	$162 million	Fidelity
2012	1,360	$133 million	Fidelity
2011	1,430	$124 million	Fidelity
2010	1,522	$131 million	Fidelity
2009	1,809	$126 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the The Nassau Companies of New York Savings and Investment Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((860) 403-5000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

The Nassau Companies of New York Employee Pension Plan

The Nassau Companies of New York Savings and Investment Plan

If you had money in one of these plans

What these numbers are

Other finance and insurance employers in CT