Other · DOL Form 5500 · 2022

Apt Foundation Inc. Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
304
Participants Below avg headcount
74th
Percentile by assets National rank
$54,523
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Apt Foundation, Inc. · Sponsored by Apt Foundation Inc. · Connecticut · Healthcare & Social Assistance

$17M in assets, 304 participants

Apt Foundation Inc.'s 403(b) Thrift Plan of Apt Foundation, Inc. reported $17M in total assets and 304 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,752 in Healthcare & Social Assistance (20,060 peers)

Coverage in Connecticut

403(b) Thrift Plan of Apt Foundation, Inc. covers 304 participants in Connecticut, about 42% of the average Connecticut filer (state average ~718 per filing). Assets: $17M.

#15,752
in Healthcare & Social Assistance (20,060 peers)
-8.1%
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.

403(b) Thrift Plan of Apt Foundation, Inc.'s outsized position by total assets

403(b) Thrift Plan of Apt Foundation, Inc. vs every filed plan by assets

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

$16,574,987 Top 26% higher than 74% 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

403(b) Thrift Plan of Apt Foundation, Inc. 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. 403(b) Thrift Plan of Apt Foundation, Inc. sits mid-pack in the medium band (304 participants).

Form 5500 schedule snapshot

Filing strip 237061218 · Apt Foundation Inc. PY 2022 · Other

403(b) Thrift Plan of Apt Foundation, Inc. · $17M · 304 · 74th

  • EBSA $17M
  • EBSA 304
  • EBSA 74th
  • EBSA Other
  • EBSA near Wu Yee Children's Services 403(b) Plan
  • EBSA ind #15752

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 →

403(b) Thrift Plan of Apt Foundation, Inc. in the asset neighbourhood

403(b) Thrift Plan of Apt Foundation, Inc.403(b) Thrift Plan of Apt Fo…$17MWu Yee Children's Services 403(b) PlanWu Yee Children's Services 4…$17MThrift Retirement Plan$17MThe Out-of-Door Academy Tax Deferred Annuity PlanThe Out-of-Door Academy Tax …$17MRiverside Community Care, Inc. 403(b) PlanRiverside Community Care, In…$17M
End-of-year total assets ($M) among 403(b) Thrift Plan of Apt Foundation, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income-$1M
Employer EIN237061218
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apt Foundation Inc.)

Sponsor-wide plan assets over time

All Apt Foundation Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 18.168104747231475% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.6M $19.6M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 304 $17M
2023 1 308 $18M
2024 1 316 $20M

Nearby Other Plans in Connecticut

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

403(b) Thrift Plan of Apt Foundation, Inc. vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants 403(b) Thrift Plan of Apt Foundation, Inc., Total assets ($B): 0.016574987 · Participants: 304403(b) Thrift Plan of Apt Foundation, Inc.Yale 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
403(b) Thrift Plan of Apt Foundation, Inc. vs. nearby Other plans in Connecticut, assets vs. participants
Compare 403(b) Thrift Plan of Apt Foundation, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Apt Foundation, Inc.'s out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Wu Yee Children's Services 403(b) Plan in CA ($17M); by covered participants it is Williamsburg Landing, Inc. 403(b) Retirement Plan in VA (304 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (304 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 403(b) Thrift Plan of Apt Foundation, Inc. assets move in 2022? ▼
403(b) Thrift Plan of Apt Foundation, Inc. pulled back noticeably - down 8.1% during 2022, from $18M to $17M. Reported net income was -$1M.
How have Apt Foundation Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apt Foundation Inc.'s sponsor-wide assets grew 18.2%, from $17M to $20M.
Which Other plans are similar in size to 403(b) Thrift Plan of Apt Foundation, Inc.? ▼
Among Other plans in other states, the closest by assets is Wu Yee Children's Services 403(b) Plan in CA ($17M, 253 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Apt Foundation, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Williamsburg Landing, Inc. 403(b) Retirement Plan in VA (304 participants, $8M 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 237061218.

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.