Other · DOL Form 5500 · 2022

Visiting Nurse Association of Southeastern Connecticut, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
156
Participants Small participant base
61st
Percentile by assets National rank
$53,049
Avg per participant Low balance/head
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Official DOL plan name: Visiting Nurse Association of Southeastern Connecticut Pension Plan · Sponsored by Visiting Nurse Association of Southeastern Connecticut, Inc. · Connecticut · Healthcare & Social Assistance

$8M in assets, 156 participants

Visiting Nurse Association of Southeastern Connecticut, Inc.'s Visiting Nurse Association of Southeastern Connecticut Pension Plan reported $8M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #13,399 in Healthcare & Social Assistance (20,060 peers)

Coverage in Connecticut

Visiting Nurse Association of Southeastern Connecticut Pension Plan covers 156 participants in Connecticut, about 22% of the average Connecticut filer (state average ~718 per filing). Assets: $8M.

#13,399
in Healthcare & Social Assistance (20,060 peers)
-16.1%
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.

Visiting Nurse Association of Southeastern Connecticut Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Visiting Nurse Association of Southeastern Connecticut Pension Plan vs every filed plan by assets

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

$8,275,579 Top 39% higher than 61% 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

Visiting Nurse Association of Southeastern Connecticut Pension 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. Visiting Nurse Association of Southeastern Connecticut Pension Plan sits mid-pack in the medium band (156 participants).

EBSA filing schedule strip

Filing strip 060646616 · Visiting Nurse Association of Southeastern Connecticut, Inc. PY 2022 · Other

Visiting Nurse Association of Southeastern Connecticut Pension Plan · $8M · 156 · 61st

  • EBSA $8M
  • PART 156
  • TYPE 61st
  • NET Other
  • BOOK near 403(b) Thrift Plan of Michigan Advocacy Program
  • VS-ST ind #13399

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 →

Visiting Nurse Association of Southeastern Connecticut Pension Plan in the asset neighbourhood

The Unity Council 403(b) Plan$8MVisiting Nurse Association of Southeastern Connecticut Pension PlanVisiting Nurse Association o…$8M403(b) Thrift Plan of Michigan Advocacy Program403(b) Thrift Plan of Michig…$8MSuny Cobleskill Auxiliary Services, Inc. 403(b) Retirement PlanSuny Cobleskill Auxiliary Se…$8MBennett College Retirement PlanBennett College Retirement P…$8M
End-of-year total assets ($M) among Visiting Nurse Association of Southeastern Connecticut Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN060646616
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Visiting Nurse Association of Southeastern Connecticut, Inc.)

Sponsor-wide plan assets over time

All Visiting Nurse Association of Southeastern Connecticut, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 13.627713930248506% vs 2022
2024 filing year
$21M$22M$23M$24M$25M$26M 202220232024 $21.9M $24.9M ▲ +13.6%
Year Plans Participants Total Assets
2022 2 238 $22M
2023 2 228 $24M
2024 2 248 $25M

Nearby Other Plans in Connecticut

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

Visiting Nurse Association of Southeastern Connecticut Pension Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Visiting Nurse Association of Southeastern Connecticut Pension Plan, Total assets ($B): 0.008275579 · Participants: 156Visiting Nurse Association of Southeastern Connecticut Pension 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
Visiting Nurse Association of Southeastern Connecticut Pension Plan vs. nearby Other plans in Connecticut, assets vs. participants

Visiting Nurse Association of Southeastern Connecticut Pension Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is 403(b) Thrift Plan of Michigan Advocacy Program in MI ($8M); by covered participants it is 401(k) Profit-Sharing Plan for Employees of Royal Home Care Services, Inc in PA (156 participants). Same-state nearby plans are listed separately above.

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 Visiting Nurse Association of Southeastern Connecticut Pension Plan assets move in 2022?
Visiting Nurse Association of Southeastern Connecticut Pension Plan declined sharply - down 16.1% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Visiting Nurse Association of Southeastern Connecticut, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Visiting Nurse Association of Southeastern Connecticut, Inc.'s sponsor-wide assets grew 13.6%, from $22M to $25M.
Which Other plans are similar in size to Visiting Nurse Association of Southeastern Connecticut Pension Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Michigan Advocacy Program in MI ($8M, 153 participants).
Which Other plans cover a similar participant headcount to Visiting Nurse Association of Southeastern Connecticut Pension Plan?
Among Other plans in other states, the closest by covered participants is 401(k) Profit-Sharing Plan for Employees of Royal Home Care Services, Inc in PA (156 participants, N/A in assets).