Other · DOL Form 5500 · 2022
Jerome Home Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 249
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $22,030
- Avg per participant Low balance/head
Official DOL plan name: Jerome Home 403(b) Plan · Sponsored by Jerome Home · Connecticut · Healthcare & Social Assistance
$5M in assets, 249 participants
Jerome Home's Jerome Home 403(b) Plan reported $5M in total assets and 249 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #11,689 in Healthcare & Social Assistance (20,060 peers)
Coverage in Connecticut
Jerome Home 403(b) Plan covers 249 participants in Connecticut, about 35% of the average Connecticut filer (state average ~718 per filing). Assets: $5M.
- #11,689
- in Healthcare & Social Assistance (20,060 peers)
- -14.7%
- assets change YoY
The plan reported a net loss of $946K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jerome Home 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Jerome Home 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,485,411 Top 48% higher than 52% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Jerome Home 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jerome Home 403(b) Plan sits mid-pack in the medium band (249 participants).
EBSA filing schedule strip
Filing strip 060646690 · Jerome Home PY 2022 · Other
Jerome Home 403(b) Plan · $5M · 249 · 52nd
- BOY $5M
- SCH 249
- EBSA 52nd
- PART Other
- TYPE near Greater Lawrence Community Action Council Inc. 403b Plan
- NET ind #11689
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 →
Jerome Home 403(b) Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$946K |
| Employer EIN | 060646690 |
| Plan Effective Date | 2015-12-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jerome Home)
Sponsor-wide plan assets over time
All Jerome Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 11.238709421414882% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 428 | $9M |
| 2023 | 2 | 443 | $9M |
| 2024 | 2 | 449 | $10M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
Jerome Home 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Greater Lawrence Community Action Council Inc. 403b Plan in MA ($5M); by covered participants it is Human Rights Watch, Inc. Retirement Savings Plan in NY (249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Greater Lawrence Community Action Council Inc. 403b Plan (MA) $5M · 470
- The Barrie School Retirement Plan (MD) $5M · 107
- North Country School DC Plan (NY) $5M · 43
- The Felton Institute 403b Plan (CA) $5M · 386
Similar participant headcount
Nearest other-state filings by covered participants (249 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.