Other · DOL Form 5500 · 2022

Trustees of the Convent of the Sacred Heart, Inc. Retirement Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
163
Participants Small participant base
90th
Percentile by assets National rank
$390,665
Avg per participant High balance/head
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Official DOL plan name: Convent of the Sacred Heart Plan · Sponsored by Trustees of the Convent of the Sacred Heart, Inc. · Connecticut · Educational Services

$64M in assets, 163 participants

Trustees of the Convent of the Sacred Heart, Inc.'s Convent of the Sacred Heart Plan reported $64M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,270 in Educational Services (4,024 peers)

Coverage in Connecticut

Convent of the Sacred Heart Plan covers 163 participants in Connecticut, about 23% of the average Connecticut filer (state average ~718 per filing). Assets: $64M.

#3,270
in Educational Services (4,024 peers)
+12.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Convent of the Sacred Heart Plan's outsized position by total assets

Convent of the Sacred Heart Plan vs every filed plan by assets

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

$63,678,391 Top 10% higher than 90% 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

Convent of the Sacred Heart 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. Convent of the Sacred Heart Plan sits mid-pack in the medium band (163 participants).

Plan-year Form 5500 strip

Filing strip 352425019 · Trustees of the Convent of the Sacred Heart, Inc. PY 2022 · Other

Convent of the Sacred Heart Plan · $64M · 163 · 90th

  • 5500 $64M
  • ASSETS 163
  • PCT 90th
  • EIN Other
  • RANK near Oral Roberts University Retirement Plan
  • PHOTO ind #3270

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 →

Convent of the Sacred Heart Plan in the asset neighbourhood

May Institute, Inc. Defined Contribution Retirement PlanMay Institute, Inc. Defined …$64MStanley Member Stock Bonus PlanStanley Member Stock Bonus P…$64MConvent of the Sacred Heart PlanConvent of the Sacred Heart …$64MOral Roberts University Retirement PlanOral Roberts University Reti…$64MAmerican Mathematical Society Tax-Deferred Annuity PlanAmerican Mathematical Societ…$63M
End-of-year total assets ($M) among Convent of the Sacred Heart Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$64M
Net Income$7M
Employer EIN352425019
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Convent of the Sacred Heart, Inc.)

Sponsor-wide plan assets over time

All Trustees of the Convent of the Sacred Heart, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $63.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 163 $64M
2023 1 171 $71M
2024 1 167 N/A

Nearby Other Plans in Connecticut

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

Convent of the Sacred Heart Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Convent of the Sacred Heart Plan, Total assets ($B): 0.063678391 · Participants: 163Convent of the Sacred Heart 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
Convent of the Sacred Heart Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Convent of the Sacred Heart Plan side-by-side with 3 peers →

Convent of the Sacred Heart Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Oral Roberts University Retirement Plan in OK ($64M); by covered participants it is Bear Creek School 403b Retirement Plan in WA (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Convent of the Sacred Heart Plan assets move in 2022? ▼
Convent of the Sacred Heart Plan grew at a solid clip - up 12.5% during 2022, from $57M to $64M. Reported net income was $7M.
Where does Convent of the Sacred Heart Plan rank by assets among Form 5500 filers? ▼
Convent of the Sacred Heart Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Convent of the Sacred Heart Plan? ▼
Among Other plans in other states, the closest by assets is Oral Roberts University Retirement Plan in OK ($64M, 507 participants).
Which Other plans cover a similar participant headcount to Convent of the Sacred Heart Plan? ▼
Among Other plans in other states, the closest by covered participants is Bear Creek School 403b Retirement Plan in WA (163 participants, $9M 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 352425019.

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.