Other · DOL Form 5500 · 2022

The Connecticut Hospice Inc Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
170
Participants Small participant base
57th
Percentile by assets National rank
$40,798
Avg per participant Low balance/head
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Official DOL plan name: The Connecticut Hospice Inc. Tax Sheltered Annuity Plan · Sponsored by The Connecticut Hospice Inc · Connecticut · Healthcare & Social Assistance

$7M in assets, 170 participants

The Connecticut Hospice Inc's The Connecticut Hospice Inc. Tax Sheltered Annuity Plan reported $7M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #12,682 in Healthcare & Social Assistance (20,060 peers)

Coverage in Connecticut

The Connecticut Hospice Inc. Tax Sheltered Annuity Plan covers 170 participants in Connecticut, about 24% of the average Connecticut filer (state average ~718 per filing). Assets: $7M.

#12,682
in Healthcare & Social Assistance (20,060 peers)
-16.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Connecticut Hospice Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Connecticut Hospice Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$6,935,673 Top 43% higher than 57% 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

The Connecticut Hospice Inc. Tax Sheltered Annuity 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. The Connecticut Hospice Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (170 participants).

Plan-year Form 5500 strip

Filing strip 060878822 · The Connecticut Hospice Inc PY 2022 · Other

The Connecticut Hospice Inc. Tax Sheltered Annuity Plan · $7M · 170 · 57th

  • EOY $7M
  • 5500 170
  • ASSETS 57th
  • PCT Other
  • EIN near 403(b) Thrift Plan of Nuway Alliance
  • RANK ind #12682

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 →

The Connecticut Hospice Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

Axis Community Health, Inc. 403(b) PlanAxis Community Health, Inc. …$7MThe Connecticut Hospice Inc. Tax Sheltered Annuity PlanThe Connecticut Hospice Inc.…$7M403(b) Thrift Plan of Nuway Alliance403(b) Thrift Plan of Nuway …$7MHousing Counseling Services, Inc. 403(b) Tax Deferred Annuity PlanHousing Counseling Services,…$7MSeneca Health Services, Inc 403(b) PlanSeneca Health Services, Inc …$7M
End-of-year total assets ($M) among The Connecticut Hospice Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN060878822
Plan Effective Date1974-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Connecticut Hospice Inc)

Sponsor-wide plan assets over time

All The Connecticut Hospice Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 36.415083857877775% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $9.99M $6.35M ▼ -36.4%
Year Plans Participants Total Assets
2022 2 251 $10M
2023 2 190 $7M
2024 1 188 $6M

Nearby Other Plans in Connecticut

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

The Connecticut Hospice Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants The Connecticut Hospice Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.006935673 · Participants: 170The Connecticut Hospice Inc. Tax Sheltered Annuity PlanYale 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
The Connecticut Hospice Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants

The Connecticut Hospice Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is 403(b) Thrift Plan of Nuway Alliance in MN ($7M); by covered participants it is Covenant College Retirement Plan Defined Contribution in GA (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 The Connecticut Hospice Inc. Tax Sheltered Annuity Plan assets move in 2022?
The Connecticut Hospice Inc. Tax Sheltered Annuity Plan declined sharply - down 16.4% during 2022, from $8M to $7M. Reported net income was -$1M.
How have The Connecticut Hospice Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), The Connecticut Hospice Inc's sponsor-wide assets declined 36.4%, from $10M to $6M.
Which Other plans are similar in size to The Connecticut Hospice Inc. Tax Sheltered Annuity Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Nuway Alliance in MN ($7M, 239 participants).
Which Other plans cover a similar participant headcount to The Connecticut Hospice Inc. Tax Sheltered Annuity Plan?
Among Other plans in other states, the closest by covered participants is Covenant College Retirement Plan Defined Contribution in GA (170 participants, $32M in assets).