Other · DOL Form 5500 · 2023
Council of Churches of Greater Bridgeport Retirement Plan
Data updated 2026-08-25
- $101K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $8,410
- Avg per participant Low balance/head
Official DOL plan name: The Council of Churches of Greater Bridgeport Tax Sheltered Annuity Plan · Sponsored by Council of Churches of Greater Bridgeport · Connecticut · Healthcare & Social Assistance
$101K in assets, 12 participants
Council of Churches of Greater Bridgeport's The Council of Churches of Greater Bridgeport Tax Sheltered Annuity Plan reported $101K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.
- #780 in Healthcare & Social Assistance (17,684 peers)
Council of Churches of Greater Bridgeport multi-year trail
Council of Churches of Greater Bridgeport's plans moved -58.3% in assets from 2022 to 2024; this filing shows The Council of Churches of Greater Bridgeport Tax Sheltered Annuity Plan at $101K / 12 participants.
- #780
- in Healthcare & Social Assistance (17,684 peers)
- -48.7%
- assets change YoY
The plan reported a net loss of $96K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Council of Churches of Greater Bridgeport Tax Sheltered Annuity Plan among the smaller filed plans by assets
The Council of Churches of Greater Bridgeport Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$100,925 6th percentile higher than 6% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Council of Churches of Greater Bridgeport Tax Sheltered Annuity Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Council of Churches of Greater Bridgeport Tax Sheltered Annuity Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Council of Churches of Greater Bridgeport Tax Sheltered Annuity Plan reported participants rose from 7 in the plan year 2022 filing to 12 in the plan year 2023 filing.
- The Council of Churches of Greater Bridgeport Tax Sheltered Annuity Plan end-of-year assets fell from $197K in the plan year 2022 filing to $101K in the plan year 2023 filing.
- The Council of Churches of Greater Bridgeport Tax Sheltered Annuity Plan reported net income rose from -$144K in the plan year 2022 filing to -$96K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 060647008 · Council of Churches of Greater Bridgeport PY 2023 · Other
The Council of Churches of Greater Bridgeport Tax Sheltered Annuity Plan · $101K · 12 · 6th
- PHOTO $101K
- PHOTO 12
- PHOTO 6th
- PHOTO Other
- PHOTO near Youth Advocates of Sitka Inc
- PHOTO ind #780
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 →
The Council of Churches of Greater Bridgeport Tax Sheltered Annuity Plan in the asset neighbourhood
Council of Churches of Greater Bridgeport multi-year asset trail
Sponsor-wide plan assets over time
All Council of Churches of Greater Bridgeport plans reported in each filing year
- Latest sponsor-wide plan assets
- $114K 58.30301079908868% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 15 | $273K |
| 2023 | 2 | 24 | $160K |
| 2024 | 4 | 31 | $114K |
Council of Churches of Greater Bridgeport filing trail (2023)
| Total Assets (Beginning of Year) | $197K |
|---|---|
| Net Assets (End of Year) | $101K |
| Net Income | -$96K |
| Employer EIN | 060647008 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $7.4B · 12,259
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.0B · 22,121
- Yale University Tax-Deferred 403(b) Savings Plan $840M · 18,754
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $705M · 2,287
- Hartford Healthcare 403(b)Plan $643M · 5,192
The Council of Churches of Greater Bridgeport Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Youth Advocates of Sitka Inc in AK ($102K); by covered participants it is Pomonok Home Services Tax Sheltered Annuity in NY (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101K here).
- Youth Advocates of Sitka Inc (AK) $102K · 3
- Gramly & Associates Inc Retirement Paln (WI) $104K · 1
- Children in Crisis, Inc. ERISA 403(b) Plan (FL) $97K · 16
- Eldorado Auto Services Care Inc 401(k) Ps (TX) $107K · 1
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
- Pomonok Home Services Tax Sheltered Annuity (NY) 12 · 0 off
- Sunset Imaging Retirement Plan (PR) 12 · 0 off
- Geo Con Inc (KY) 12 · 0 off
- P a W S 403(b) (CA) 12 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.