401(k) · DOL Form 5500 · 2023

Naugatuck Valley Math Center, Inc. 401(k) Plan

Data updated 2026-08-25

$488K
Total assets Small plan by assets
6
Participants Small participant base
18th
Percentile by assets National rank
$81,323
Avg per participant Below avg balance/head
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Official DOL plan name: Naugatuck Valley Math Center, Inc. 401(k) Plan · Sponsored by Naugatuck Valley Math Center, Inc. · Connecticut · Educational Services

$488K in assets, 6 participants

Naugatuck Valley Math Center, Inc.'s Naugatuck Valley Math Center, Inc. 401(k) Plan reported $488K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #471 in Educational Services (3,735 peers)

Naugatuck Valley Math Center, Inc. multi-year trail

Naugatuck Valley Math Center, Inc.'s plans moved +20.0% in assets from 2022 to 2024; this filing shows Naugatuck Valley Math Center, Inc. 401(k) Plan at $488K / 6 participants.

#471
in Educational Services (3,735 peers)
+11.5%
assets growth YoY

Naugatuck Valley Math Center, Inc. 401(k) Plan among the smaller filed plans by assets

Naugatuck Valley Math Center, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$487,940 18th percentile higher than 18% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Naugatuck Valley Math Center, Inc. 401(k) 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. Naugatuck Valley Math Center, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Naugatuck Valley Math Center, Inc. 401(k) Plan reported net income rose from -$68K in the plan year 2022 filing to $50K in the plan year 2023 filing.
  • Naugatuck Valley Math Center, Inc. 401(k) Plan reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Naugatuck Valley Math Center, Inc. 401(k) Plan end-of-year assets rose from $438K in the plan year 2022 filing to $488K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 462093722 · Naugatuck Valley Math Center, Inc. PY 2023 · 401(k)

Naugatuck Valley Math Center, Inc. 401(k) Plan · $488K · 6 · 18th

  • PCT $488K
  • EIN 6
  • RANK 18th
  • PHOTO 401(k)
  • IND near Chantico One Corp. 401(k) Profit Sharing Plan
  • EOY ind #471

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 Educational Services retirement plans → · Plans in Connecticut →

Naugatuck Valley Math Center, Inc. 401(k) Plan in the asset neighbourhood

Naugatuck Valley Math Center, Inc. 401(k) PlanNaugatuck Valley Math Center…$488KChantico One Corp. 401(k) Profit Sharing PlanChantico One Corp. 401(k) Pr…$488KShoppallo Corporation 401(k) PlanShoppallo Corporation 401(k)…$488KLapau, Inc. 401(k) Profit Sharing PlanLapau, Inc. 401(k) Profit Sh…$488KMaw Ventures, Inc. 401(k) Profit Sharing PlanMaw Ventures, Inc. 401(k) Pr…$488K
End-of-year total assets ($M) among Naugatuck Valley Math Center, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Naugatuck Valley Math Center, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Naugatuck Valley Math Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$525K 20.010422452156146% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M 202220232024 $0.44M $0.53M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 5 $438K
2023 1 6 $488K
2024 1 6 $525K

Naugatuck Valley Math Center, Inc. filing trail (2023)

Total Assets (Beginning of Year)$438K
Net Assets (End of Year)$488K
Net Income$50K
Employer EIN462093722
Plan Effective Date2013-02-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Naugatuck Valley Math Center, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Naugatuck Valley Math Center, Inc. 401(k) Plan, Total assets ($B): 0.00048794 · Participants: 6Naugatuck Valley Math Center, Inc. 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Naugatuck Valley Math Center, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Naugatuck Valley Math Center, Inc. 401(k) Plan side-by-side with 3 peers →

Naugatuck Valley Math Center, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Chantico One Corp. 401(k) Profit Sharing Plan in MI ($488K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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.

Frequently Asked Questions

How did Naugatuck Valley Math Center, Inc. 401(k) Plan assets move in 2023? ▼
Naugatuck Valley Math Center, Inc. 401(k) Plan grew at a solid clip - up 11.5% during 2023, from $438K to $488K. Reported net income was $50K.
How have Naugatuck Valley Math Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Naugatuck Valley Math Center, Inc.'s sponsor-wide assets grew 20.0%, from $438K to $525K.
Where does Naugatuck Valley Math Center, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Naugatuck Valley Math Center, Inc. 401(k) Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Naugatuck Valley Math Center, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chantico One Corp. 401(k) Profit Sharing Plan in MI ($488K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Naugatuck Valley Math Center, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 462093722.

Read our methodology - how this data is sourced, computed, and verified.

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