Money Purchase · DOL Form 5500 · 2022

West Hartford Extended Experience II Money Purchase Plan

Data updated 2026-08-25

$376K
Total assets Small plan by assets
4
Participants Small participant base
16th
Percentile by assets National rank
$94,038
Avg per participant Below avg balance/head
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Official DOL plan name: West Hartford Extended Experience II Defined Contribution Retirement Plan · Sponsored by West Hartford Extended Experience II · Connecticut · Healthcare & Social Assistance

$376K in assets, 4 participants

West Hartford Extended Experience II's West Hartford Extended Experience II Defined Contribution Retirement Plan reported $376K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,331 in Healthcare & Social Assistance (20,060 peers)

West Hartford Extended Experience II multi-year trail

West Hartford Extended Experience II's plans moved +32.3% in assets from 2022 to 2024; this filing shows West Hartford Extended Experience II Defined Contribution Retirement Plan at $376K / 4 participants.

#2,331
in Healthcare & Social Assistance (20,060 peers)
-10.7%
assets change YoY

The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

West Hartford Extended Experience II Defined Contribution Retirement Plan among the smaller filed plans by assets

West Hartford Extended Experience II Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$376,152 16th percentile higher than 16% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

West Hartford Extended Experience II Defined Contribution Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Hartford Extended Experience II Defined Contribution Retirement Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 060999718 · West Hartford Extended Experience II PY 2022 · Money Purchase

West Hartford Extended Experience II Defined Contribution Retirement Plan · $376K · 4 · 16th

  • EIN $376K
  • EIN 4
  • EIN 16th
  • EIN Money Purchase
  • EIN near Psychiatric Center Inc Money Purchase Retirement Plan
  • EIN ind #2331

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

West Hartford Extended Experience II Defined Contribution Retirement Plan in the asset neighbourhood

West Hartford Extended Experience II Defined Contribution Retirement PlanWest Hartford Extended Exper…$376KPsychiatric Center Inc Money Purchase Retirement PlanPsychiatric Center Inc Money…$376KOrlando Gonzalez Vazquez, M.D. Retirement PlanOrlando Gonzalez Vazquez, M.…$375KCorrea Medical Group Retirement PlanCorrea Medical Group Retirem…$380KHector a. Correa Colon Retirement PlanHector a. Correa Colon Retir…$380K
End-of-year total assets ($M) among West Hartford Extended Experience II Defined Contribution Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

West Hartford Extended Experience II multi-year asset trail

Sponsor-wide plan assets over time

All West Hartford Extended Experience II plans reported in each filing year

Latest sponsor-wide plan assets
$498K 32.286416129649716% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M$0.55M 202220232024 $0.38M $0.5M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 4 $376K
2023 1 4 $427K
2024 1 3 $498K

West Hartford Extended Experience II filing trail (2022)

Total Assets (Beginning of Year)$421K
Net Assets (End of Year)$376K
Net Income-$45K
Employer EIN060999718
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Connecticut

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

West Hartford Extended Experience II Defined Contribution Retirement Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants West Hartford Extended Experience II Defined Contribution Retirement Plan, Total assets ($M): 0.376152 · Participants: 4West Hartford Extended Experience II Defined Contribution Retirement PlanNew England Electrical Workers Money Purchase Plan and Trust, Total assets ($M): 607.503917 · Participants: 7904New England Electrical Workers Money Purchase Plan and TrustEquinor US Holdings Inc. Money Purchase Pension Plan, Total assets ($M): 142.016376 · Participants: 593Equinor US Holdings Inc. Money Purchase Pension PlanSouthern Ct IBEW Annuity Plan, Total assets ($M): 70.657052 · Participants: 479Southern Ct IBEW Annuity PlanMoney Purchase Retirement Plan of U.a. Local 716, Total assets ($M): 32.418559 · Participants: 460Money Purchase Retirement Plan of U.a. Local 716Swisher International Inc. Defined Contribution Plan for Salaried Employees, Total assets ($M): 17.371482 · Participants: 462Swisher International Inc. Defined Contribution Plan for Salaried Employees
West Hartford Extended Experience II Defined Contribution Retirement Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants

West Hartford Extended Experience II Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Connecticut, the nearest Money Purchase by assets is Psychiatric Center Inc Money Purchase Retirement Plan in KY ($376K); by covered participants it is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did West Hartford Extended Experience II Defined Contribution Retirement Plan assets move in 2022? ▼
West Hartford Extended Experience II Defined Contribution Retirement Plan pulled back noticeably - down 10.7% during 2022, from $421K to $376K. Reported net income was -$45K.
How have West Hartford Extended Experience II plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Hartford Extended Experience II's sponsor-wide assets grew 32.3%, from $376K to $498K.
Where does West Hartford Extended Experience II Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
West Hartford Extended Experience II Defined Contribution Retirement Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to West Hartford Extended Experience II Defined Contribution Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Psychiatric Center Inc Money Purchase Retirement Plan in KY ($376K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to West Hartford Extended Experience II Defined Contribution Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants, $332K in assets).