Other · DOL Form 5500 · 2022
Hartford Dispensary Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 245
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $50,116
- Avg per participant Low balance/head
Official DOL plan name: The Root Center for Advanced Recovery 403(b) Plan · Sponsored by Hartford Dispensary · Connecticut · Healthcare & Social Assistance
$12M in assets, 245 participants
Hartford Dispensary's The Root Center for Advanced Recovery 403(b) Plan reported $12M in total assets and 245 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #14,836 in Healthcare & Social Assistance (20,060 peers)
Coverage in Connecticut
The Root Center for Advanced Recovery 403(b) Plan covers 245 participants in Connecticut, about 34% of the average Connecticut filer (state average ~718 per filing). Assets: $12M.
- #14,836
- in Healthcare & Social Assistance (20,060 peers)
- -12.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Root Center for Advanced Recovery 403(b) Plan's outsized position by total assets
The Root Center for Advanced Recovery 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,278,481 Top 31% higher than 69% 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
The Root Center for Advanced Recovery 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. The Root Center for Advanced Recovery 403(b) Plan sits mid-pack in the medium band (245 participants).
Form 5500 schedule snapshot
Filing strip 060646665 · Hartford Dispensary PY 2022 · Other
The Root Center for Advanced Recovery 403(b) Plan · $12M · 245 · 69th
- VS-ST $12M
- VS-ST 245
- VS-ST 69th
- VS-ST Other
- VS-ST near Medic Ems Retirement Plan
- VS-ST ind #14836
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 Root Center for Advanced Recovery 403(b) Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 060646665 |
| Plan Effective Date | 1984-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hartford Dispensary)
Sponsor-wide plan assets over time
All Hartford Dispensary plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 20.066439814501486% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 245 | $12M |
| 2023 | 1 | 233 | $14M |
| 2024 | 1 | 251 | $15M |
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
The Root Center for Advanced Recovery 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Medic Ems Retirement Plan in IA ($12M); by covered participants it is New Hampshire Public Defender Office Retirement Plan in NH (245 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (245 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.