Other · DOL Form 5500 · 2022

Avon Old Farms School, Inc. Retirement Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
147
Participants Small participant base
88th
Percentile by assets National rank
$330,698
Avg per participant High balance/head
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Official DOL plan name: Avon Old Farms School Defined Contribution Retirement Plan · Sponsored by Avon Old Farms School, Inc. · Connecticut · Educational Services

$49M in assets, 147 participants

Avon Old Farms School, Inc.'s Avon Old Farms School Defined Contribution Retirement Plan reported $49M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,109 in Educational Services (4,024 peers)

Coverage in Connecticut

Avon Old Farms School Defined Contribution Retirement Plan covers 147 participants in Connecticut, about 20% of the average Connecticut filer (state average ~718 per filing). Assets: $49M.

#3,109
in Educational Services (4,024 peers)
+9.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Avon Old Farms School Defined Contribution Retirement Plan's outsized position by total assets

Avon Old Farms School Defined Contribution Retirement Plan vs every filed plan by assets

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

$48,612,619 Top 12% higher than 88% 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

Avon Old Farms School Defined Contribution Retirement 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. Avon Old Farms School Defined Contribution Retirement Plan sits mid-pack in the medium band (147 participants).

Form 5500 schedule snapshot

Filing strip 060655480 · Avon Old Farms School, Inc. PY 2022 · Other

Avon Old Farms School Defined Contribution Retirement Plan · $49M · 147 · 88th

  • NET $49M
  • BOOK 147
  • VS-ST 88th
  • BOY Other
  • SCH near Littleton Regional Healthcare Retirement Plan
  • EBSA ind #3109

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 Educational Services retirement plans → · Plans in Connecticut →

Avon Old Farms School Defined Contribution Retirement Plan in the asset neighbourhood

Littleton Regional Healthcare Retirement PlanLittleton Regional Healthcar…$49MAvon Old Farms School Defined Contribution Retirement PlanAvon Old Farms School Define…$49MBethany Christian Services Tax Sheltered Savings Retirement PlanBethany Christian Services T…$49MModern Language Association Defined Contribution Retirement PlanModern Language Association …$49MUnion of Concerned Scientists, Inc. 403b PlanUnion of Concerned Scientist…$49M
End-of-year total assets ($M) among Avon Old Farms School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$49M
Net Income$4M
Employer EIN060655480
Plan Effective Date1971-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avon Old Farms School, Inc.)

Sponsor-wide plan assets over time

All Avon Old Farms School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 15.512673777152388% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $48.6M $56.2M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 147 $49M
2023 1 193 $52M
2024 1 203 $56M

Nearby Other Plans in Connecticut

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

Avon Old Farms School Defined Contribution Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Avon Old Farms School Defined Contribution Retirement Plan, Total assets ($B): 0.048612619 · Participants: 147Avon Old Farms School Defined Contribution Retirement 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
Avon Old Farms School Defined Contribution Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Avon Old Farms School Defined Contribution Retirement Plan side-by-side with 3 peers →

Avon Old Farms School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Littleton Regional Healthcare Retirement Plan in NH ($49M); by covered participants it is North Carolina Wesleyan University Retirement Plan in NC (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Avon Old Farms School Defined Contribution Retirement Plan assets move in 2022? ▼
Avon Old Farms School Defined Contribution Retirement Plan grew at a solid clip - up 9.0% during 2022, from $45M to $49M. Reported net income was $4M.
How have Avon Old Farms School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avon Old Farms School, Inc.'s sponsor-wide assets grew 15.5%, from $49M to $56M.
Where does Avon Old Farms School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Avon Old Farms School Defined Contribution Retirement Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Avon Old Farms School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Littleton Regional Healthcare Retirement Plan in NH ($49M, 623 participants).
Which Other plans cover a similar participant headcount to Avon Old Farms School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is North Carolina Wesleyan University Retirement Plan in NC (147 participants, $23M 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 060655480.

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.