Other · DOL Form 5500 · 2022
Achievement First, Inc. Retirement Plan
Data updated 2026-08-11
- $80M
- Total assets
- 2,089
- Participants
- 92nd
- Percentile by assets
- $38,476
- Avg per participant
Official DOL plan name: Achievement First, Inc. 403(b) Plan · Sponsored by Achievement First, Inc. · Connecticut · Educational Services
$80M in assets, 2,089 participants
Achievement First, Inc.'s Achievement First, Inc. 403(b) Plan reported $80M in total assets and 2,089 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #3,397 in Educational Services (4,024 peers)
Coverage in Connecticut
Achievement First, Inc. 403(b) Plan covers 2,089 participants in Connecticut, 2.9x the typical Connecticut plan (state average ~718 per filing). Assets: $80M.
- $80M
- total plan assets (2022 EOY)
- 2,089
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $38,476
- avg assets per participant
Where Achievement First, Inc. 403(b) Plan sits by total assets
Achievement First, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$80,375,822 Top 8% higher than 92% 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
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Achievement First, Inc. 403(b) Plan reports 2,089 participants - 2.9x that state average ($80M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | $7M |
| Employer EIN | 651203744 |
| Plan Effective Date | 2006-09-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Achievement First, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,089 | $80M |
| 2023 | 1 | 1,873 | $88M |
| 2024 | 1 | 1,869 | $99M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
Achievement First, Inc. 403(b) Plan vs. nearby Other plans in Connecticut, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Achievement First, Inc. 403(b) Plan by total assets, not by location.
- Mid-Pacific Institute 403(b) Retirement Plan (HI) $80M · 218
- Baker College Employees' Pension Trust (MI) $80M · 451
- Fuller Theological Seminary Retirement Plan (CA) $80M · 1,150
- Central Peninsula Hospital Retirement Plan (AK) $81M · 993
Frequently Asked Questions
How did Achievement First, Inc. 403(b) Plan assets move in 2022? ▼
How have Achievement First, Inc. plan assets changed over time? ▼
Where does Achievement First, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Achievement First, Inc. 403(b) Plan? ▼
Next read for Achievement First, Inc. 403(b) Plan
Filing takeaways
Ways to act on Achievement First, Inc. 403(b) Plan's numbers.
- By total assets, Achievement First, Inc. 403(b) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- Achievement First, Inc.'s sponsor-wide assets have grown 22.9% since 2022 across 3 plan years on file. More Educational Services plans