Other · DOL Form 5500 · 2022
Southwestern Connecticut Agency on Aging, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 91
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $63,918
- Avg per participant Low balance/head
Official DOL plan name: Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. · Sponsored by Southwestern Connecticut Agency on Aging, Inc. · Connecticut · Other Services
$6M in assets, 91 participants
Southwestern Connecticut Agency on Aging, Inc.'s Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. reported $6M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #6,040 in Other Services (8,398 peers)
Southwestern Connecticut Agency on Aging, Inc. multi-year trail
Southwestern Connecticut Agency on Aging, Inc.'s plans moved +27.7% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. at $6M / 91 participants.
- #6,040
- in Other Services (8,398 peers)
- -10.4%
- assets change YoY
The plan reported a net loss of $678K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc.'s mid-pack asset rank among Other Services and all filers
Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,816,513 Top 46% higher than 54% 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
Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. is a small filing (91 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 060916407 · Southwestern Connecticut Agency on Aging, Inc. PY 2022 · Other
Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. · $6M · 91 · 54th
- BOOK $6M
- VS-ST 91
- BOY 54th
- SCH Other
- EBSA near 403(b) Thrift Plan of Girl Scouts-Arizona Cactus-Pine Council, Inc.
- PART ind #6040
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 Other Services retirement plans → · Plans in Connecticut →
Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. in the asset neighbourhood
Southwestern Connecticut Agency on Aging, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Southwestern Connecticut Agency on Aging, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 27.70740820144303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $6M |
| 2023 | 1 | 98 | $7M |
| 2024 | 1 | 98 | $7M |
Southwestern Connecticut Agency on Aging, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$678K |
| Employer EIN | 060916407 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
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
Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc.'s out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is 403(b) Thrift Plan of Girl Scouts-Arizona Cactus-Pine Council, Inc. in AZ ($6M); by covered participants it is Sandia Preparatory School Defined Contribution Retirement Plan in NM (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (91 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.