Other · DOL Form 5500 · 2023
New Haven Legal Assistance Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 42
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $147,857
- Avg per participant Above avg balance/head
Official DOL plan name: New Haven Legal Assistance Tax Sheltered Annuity Plan · Sponsored by New Haven Legal Assistance · Connecticut · Professional & Technical Services
$6M in assets, 42 participants
New Haven Legal Assistance's New Haven Legal Assistance Tax Sheltered Annuity Plan reported $6M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #9,515 in Professional & Technical Services (20,321 peers)
New Haven Legal Assistance multi-year trail
New Haven Legal Assistance's plans moved +48.1% in assets from 2022 to 2024; this filing shows New Haven Legal Assistance Tax Sheltered Annuity Plan at $6M / 42 participants.
- #9,515
- in Professional & Technical Services (20,321 peers)
- +25.8%
- assets growth YoY
New Haven Legal Assistance Tax Sheltered Annuity Plan's mid-pack asset rank among Professional & Technical Services and all filers
New Haven Legal Assistance Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,209,982 49th percentile higher than 49% 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
New Haven Legal Assistance 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. New Haven Legal Assistance Tax Sheltered Annuity Plan is a small filing (42 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New Haven Legal Assistance Tax Sheltered Annuity Plan reported net income rose from -$835K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- New Haven Legal Assistance Tax Sheltered Annuity Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- New Haven Legal Assistance Tax Sheltered Annuity Plan reported participants rose from 39 in the plan year 2022 filing to 42 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 060793269 · New Haven Legal Assistance PY 2023 · Other
New Haven Legal Assistance Tax Sheltered Annuity Plan · $6M · 42 · 49th
- TYPE $6M
- TYPE 42
- TYPE 49th
- TYPE Other
- TYPE near Coalition on Homelessness and Housing in Ohio 403(b) Plan
- TYPE ind #9515
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 Professional & Technical Services retirement plans → · Plans in Connecticut →
New Haven Legal Assistance Tax Sheltered Annuity Plan in the asset neighbourhood
New Haven Legal Assistance multi-year asset trail
Sponsor-wide plan assets over time
All New Haven Legal Assistance plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 48.14725981908213% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 78 | $9M |
| 2023 | 2 | 84 | $12M |
| 2024 | 2 | 94 | $14M |
New Haven Legal Assistance filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 060793269 |
| Plan Effective Date | 1979-10-01 |
| 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
New Haven Legal Assistance Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Coalition on Homelessness and Housing in Ohio 403(b) Plan in OH ($6M); by covered participants it is Women's Prison Association and Home, Inc. Tax Sheltered Annuity Plan in NY (42 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (42 participants); asset peers above are excluded.
- Women's Prison Association and Home, Inc. Tax Sheltered Annuity Plan (NY) 42 · 0 off
- Institute for Operations Research and the Management Sciences(Informs) 403(b) Plan (MD) 42 · 0 off
- Kipp Administrative Services Corporation 403(b) Plan (PA) 42 · 0 off
- American Association of State Colleges and Universities DC Plan (DC) 42 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.