Other · DOL Form 5500 · 2022

Safe Haven of Greater Wtby, Inc. Retirement Plan

Data updated 2026-08-25

$757K
Total assets Small plan by assets
17
Participants Small participant base
22nd
Percentile by assets National rank
$44,528
Avg per participant Low balance/head
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Official DOL plan name: Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity · Sponsored by Safe Haven of Greater Wtby, Inc. · Connecticut · Healthcare & Social Assistance

$757K in assets, 17 participants

Safe Haven of Greater Wtby, Inc.'s Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity reported $757K in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,744 in Healthcare & Social Assistance (20,060 peers)

Safe Haven of Greater Wtby, Inc. multi-year trail

Safe Haven of Greater Wtby, Inc.'s plans moved +19.3% in assets from 2022 to 2024; this filing shows Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity at $757K / 17 participants.

#3,744
in Healthcare & Social Assistance (20,060 peers)
-18.6%
assets change YoY

The plan reported a net loss of $173K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity among the smaller filed plans by assets

Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity vs every filed plan by assets

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

$756,968 22nd percentile higher than 22% 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

Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity is a small filing (17 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 060996479 · Safe Haven of Greater Wtby, Inc. PY 2022 · Other

Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity · $757K · 17 · 22nd

  • PART $757K
  • TYPE 17
  • NET 22nd
  • BOOK Other
  • VS-ST near Phoenix Programs of Florida, Inc. 403(b) Plan
  • BOY ind #3744

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 →

Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity in the asset neighbourhood

Safe Haven of Greater Waterbury, Inc Tax Deferred AnnuitySafe Haven of Greater Waterb…$757KPhoenix Programs of Florida, Inc. 403(b) PlanPhoenix Programs of Florida,…$757KIntegrated Living Srv. 403(b) Retirement PlanIntegrated Living Srv. 403(b…$756KJessica & Friends Retirement PlanJessica & Friends Retirement…$759KPortsmouth Christian Academy 403(b) Pntsa PlanPortsmouth Christian Academy…$755K
End-of-year total assets ($M) among Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Safe Haven of Greater Wtby, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Safe Haven of Greater Wtby, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 19.31173668438891% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.22M $1.46M ▲ +19.7%
Year Plans Participants Total Assets
2022 2 46 $1M
2023 2 39 $1M
2024 2 36 $1M

Safe Haven of Greater Wtby, Inc. filing trail (2022)

Total Assets (Beginning of Year)$930K
Net Assets (End of Year)$757K
Net Income-$173K
Employer EIN060996479
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Connecticut

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

Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity, Total assets ($B): 0.000756968 · Participants: 17Safe Haven of Greater Waterbury, Inc Tax Deferred AnnuityYale University Retirement Account Plan, Total assets ($B): 6.417767985 · Participants: 11281Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare 403(b)Plan
Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity vs. nearby Other plans in Connecticut, assets vs. participants
Compare Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity side-by-side with 3 peers →

Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Phoenix Programs of Florida, Inc. 403(b) Plan in FL ($757K); by covered participants it is Union Mission, Inc. 403(b) Retirement Savings Plan in GA (17 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($757K here).

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity assets move in 2022? ▼
Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity declined sharply - down 18.6% during 2022, from $930K to $757K. Reported net income was -$173K.
How have Safe Haven of Greater Wtby, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Safe Haven of Greater Wtby, Inc.'s sponsor-wide assets grew 19.3%, from $1M to $1M.
Where does Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity rank by assets among Form 5500 filers? ▼
Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity ranks in the 22nd 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 Other plans are similar in size to Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity? ▼
Among Other plans in other states, the closest by assets is Phoenix Programs of Florida, Inc. 403(b) Plan in FL ($757K, 111 participants).
Which Other plans cover a similar participant headcount to Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity? ▼
Among Other plans in other states, the closest by covered participants is Union Mission, Inc. 403(b) Retirement Savings Plan in GA (17 participants, $900K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060996479.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.