Other · DOL Form 5500 · 2023
West Hartford Extended Experience II Retirement Plan
Data updated 2026-08-25
- $427K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $106,699
- Avg per participant Below avg balance/head
Official DOL plan name: West Hartford Extended Experience II Defined Contribution Retirement Plan · Sponsored by West Hartford Extended Experience II · Connecticut · Healthcare & Social Assistance
$427K in assets, 4 participants
West Hartford Extended Experience II's West Hartford Extended Experience II Defined Contribution Retirement Plan reported $427K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #2,104 in Healthcare & Social Assistance (17,684 peers)
West Hartford Extended Experience II multi-year trail
West Hartford Extended Experience II's plans moved +32.3% in assets from 2022 to 2024; this filing shows West Hartford Extended Experience II Defined Contribution Retirement Plan at $427K / 4 participants.
- #2,104
- in Healthcare & Social Assistance (17,684 peers)
- +13.5%
- assets growth YoY
West Hartford Extended Experience II Defined Contribution Retirement Plan among the smaller filed plans by assets
West Hartford Extended Experience II Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$426,796 17th percentile higher than 17% 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
West Hartford Extended Experience II Defined Contribution Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Hartford Extended Experience II Defined Contribution Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- West Hartford Extended Experience II Defined Contribution Retirement Plan reported net income rose from -$45K in the plan year 2022 filing to $51K in the plan year 2023 filing.
- West Hartford Extended Experience II Defined Contribution Retirement Plan end-of-year assets rose from $376K in the plan year 2022 filing to $427K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 060999718 · West Hartford Extended Experience II PY 2023 · Other
West Hartford Extended Experience II Defined Contribution Retirement Plan · $427K · 4 · 17th
- SCH $427K
- SCH 4
- SCH 17th
- SCH Other
- SCH near Dayspring Homes, Inc. 403(b) Plan
- SCH ind #2104
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 →
West Hartford Extended Experience II Defined Contribution Retirement Plan in the asset neighbourhood
West Hartford Extended Experience II multi-year asset trail
Sponsor-wide plan assets over time
All West Hartford Extended Experience II plans reported in each filing year
- Latest sponsor-wide plan assets
- $498K 32.286416129649716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $376K |
| 2023 | 1 | 4 | $427K |
| 2024 | 1 | 3 | $498K |
West Hartford Extended Experience II filing trail (2023)
| Total Assets (Beginning of Year) | $376K |
|---|---|
| Net Assets (End of Year) | $427K |
| Net Income | $51K |
| Employer EIN | 060999718 |
| Plan Effective Date | 2002-01-01 |
| 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
West Hartford Extended Experience II Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Dayspring Homes, Inc. 403(b) Plan in PA ($427K); by covered participants it is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($427K here).
- Dayspring Homes, Inc. 403(b) Plan (PA) $427K · 61
- Wonder Z Properties LLC Tax Deferred Keogh Plan (MN) $425K · 1
- The Little School (CA) $422K · 15
- Girls on the Run New Jersey East Inc (NJ) $422K · 2
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.