Other · DOL Form 5500 · 2022
Achievement First, Inc. Retirement Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 2,089
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $38,476
- Avg per participant Low balance/head
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.
- #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.
- #3,397
- in Educational Services (4,024 peers)
- +10.0%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Achievement First, Inc. 403(b) Plan's outsized position 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
Achievement First, Inc. 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Achievement First, Inc. 403(b) Plan lands in the large band (2,089 participants).
Form 5500 schedule snapshot
Filing strip 651203744 · Achievement First, Inc. PY 2022 · Other
Achievement First, Inc. 403(b) Plan · $80M · 2,089 · 92nd
- ASSETS $80M
- PCT 2,089
- EIN 92nd
- RANK Other
- PHOTO near Mid-Pacific Institute 403(b) Retirement Plan
- IND ind #3397
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 →
Achievement First, Inc. 403(b) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Achievement First, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 22.942274854744255% vs 2022
- 2024 filing year
| 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.
- 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
Achievement First, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Mid-Pacific Institute 403(b) Retirement Plan in HI ($80M); by covered participants it is Winchester Hospital Flexible Pension Plan in MA (2,089 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,089 participants); asset peers above are excluded.
- Winchester Hospital Flexible Pension Plan (MA) 2,089 · 0 off
- Tidelands Health 403(b) Retirement Savings Plan (SC) 2,092 · 3 off
- The Brooklyn Hospital Center 403b Retirement Plan (NY) 2,098 · 9 off
- 403(b) Thrift Plan of Institute for Community Living, Inc. (NY) 2,103 · 14 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.