Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Connecticut Baptist Homes Tax Sheltered Annuity Tsa Plan and Money Match

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Connecticut Baptist Homes, Inc. · Connecticut · Healthcare & Social Assistance

What the 2023 filing shows

Connecticut Baptist Homes Tax Sheltered Annuity Tsa Plan and Money Match holds $3M for 271 participants — about $12,812 per participant, up 8.2% over the 2022 plan year.

$3M
total plan assets (2022 EOY)
271
covered participants
$12,812
avg assets per participant
+8.2%
assets growth YoY
Total Assets (2023)
$3M
Participants
271
State
Industry
Healthcare & Social Assistance

What the Filing Says About Connecticut Baptist Homes Tax Sheltered Annuity Tsa Plan and Money Match

Connecticut Baptist Homes Tax Sheltered Annuity Tsa Plan and Money Match is a Profit Sharing retirement plan sponsored by Connecticut Baptist Homes, Inc., headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 271 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 061017444, and the plan has been effective since 1995-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2022 to $3M at year-end — a gain of 8.2%. Net assets (after liabilities) closed the year at $3M, with reported net income of $262K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$262K
Plan TypeProfit Sharing
Employer EIN061017444
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Connecticut

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Connecticut Baptist Homes Tax Sheltered Annuity Tsa Plan and Money Match?
As of the 2022 Form 5500 filing, Connecticut Baptist Homes Tax Sheltered Annuity Tsa Plan and Money Match holds $3M in total assets with 271 participants. It is sponsored by Connecticut Baptist Homes, Inc..
What type of plan is Connecticut Baptist Homes Tax Sheltered Annuity Tsa Plan and Money Match?
Connecticut Baptist Homes Tax Sheltered Annuity Tsa Plan and Money Match is a Profit Sharing plan. It has been effective since 1995-10-01. The plan is filed with the U.S. Department of Labor under EIN 061017444.
Who sponsors the Connecticut Baptist Homes Tax Sheltered Annuity Tsa Plan and Money Match?
Connecticut Baptist Homes Tax Sheltered Annuity Tsa Plan and Money Match is sponsored by Connecticut Baptist Homes, Inc., located in Connecticut. The sponsor's EIN is 061017444 and the plan operates in the Healthcare & Social Assistance industry.
How did Connecticut Baptist Homes Tax Sheltered Annuity Tsa Plan and Money Match perform in 2022?
Connecticut Baptist Homes Tax Sheltered Annuity Tsa Plan and Money Match grew by 8.2% during 2022, moving from $3M to $3M in total assets. Net income was $262K.
Where can I find official filings for Connecticut Baptist Homes Tax Sheltered Annuity Tsa Plan and Money Match?
Official Form 5500 filings for Connecticut Baptist Homes Tax Sheltered Annuity Tsa Plan and Money Match are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 061017444 or plan name at efast.dol.gov.
How does Connecticut Baptist Homes Tax Sheltered Annuity Tsa Plan and Money Match compare to other plans?
You can compare Connecticut Baptist Homes Tax Sheltered Annuity Tsa Plan and Money Match against other Profit Sharing plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 061017444.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.