Money Purchase · DOL Form 5500 · 2023
Church Homes, Inc., Congregational Money Purchase Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 174
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $68,512
- Avg per participant Below avg balance/head
Official DOL plan name: Church Homes, Inc., Congregational Defined Contribution Retirement Plan · Sponsored by Church Homes, Inc., Congregational · Connecticut · Healthcare & Social Assistance
$12M in assets, 174 participants
Church Homes, Inc., Congregational's Church Homes, Inc., Congregational Defined Contribution Retirement Plan reported $12M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,001 in Healthcare & Social Assistance (17,684 peers)
Coverage in Connecticut
Church Homes, Inc., Congregational Defined Contribution Retirement Plan covers 174 participants in Connecticut, about 24% of the average Connecticut filer (state average ~718 per filing). Assets: $12M.
- #12,001
- in Healthcare & Social Assistance (17,684 peers)
- -5.3%
- assets change YoY
The plan reported a net loss of $673K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Church Homes, Inc., Congregational Defined Contribution Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Church Homes, Inc., Congregational Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,921,121 Top 38% higher than 62% 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
Church Homes, Inc., Congregational Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Church Homes, Inc., Congregational Defined Contribution Retirement Plan sits mid-pack in the medium band (174 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Church Homes, Inc., Congregational Defined Contribution Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to -$673K in the plan year 2023 filing.
- Church Homes, Inc., Congregational Defined Contribution Retirement Plan reported participants fell from 187 in the plan year 2022 filing to 174 in the plan year 2023 filing.
- Church Homes, Inc., Congregational Defined Contribution Retirement Plan end-of-year assets fell from $13M in the plan year 2022 filing to $12M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 060763898 · Church Homes, Inc., Congregational PY 2023 · Money Purchase
Church Homes, Inc., Congregational Defined Contribution Retirement Plan · $12M · 174 · 62nd
- EIN $12M
- RANK 174
- PHOTO 62nd
- IND Money Purchase
- EOY near Defenders of Wildlife Pension Plan
- 5500 ind #12001
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 →
Church Homes, Inc., Congregational Defined Contribution Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$673K |
| Employer EIN | 060763898 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Church Homes, Inc., Congregational)
Sponsor-wide plan assets over time
All Church Homes, Inc., Congregational plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 4.8591529445580095% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 187 | $13M |
| 2023 | 1 | 174 | $12M |
| 2024 | 1 | 204 | $12M |
Nearby Money Purchase Plans in Connecticut
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- New England Electrical Workers Money Purchase Plan and Trust $746M · 8,403
- Equinor US Holdings Inc. Money Purchase Pension Plan $174M · 626
- Southern Ct IBEW Annuity Plan $79M · 467
- Money Purchase Retirement Plan of U.a. Local 716 $36M · 447
- IBEW Local No. 223 Deferred Income Plan $28M · 556
Church Homes, Inc., Congregational Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Connecticut, the nearest Money Purchase by assets is Defenders of Wildlife Pension Plan in DC ($12M); by covered participants it is The National Mutual Insurance Company Money Purchase Pension Plan in OH (174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (174 participants); asset peers above are excluded.
- The National Mutual Insurance Company Money Purchase Pension Plan (OH) 174 · 0 off
- Community, Work, and Independence, Inc. Retirement Plan (NY) 174 · 0 off
- United Cerebral Palsy Association of Greater Suffolk, Inc. Management Pension Plan (NY) 173 · 1 off
- Kalamazoo County Sheriff's Deputies Association Money Purchase Pension Plan (MI) 173 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.