Other · DOL Form 5500 · 2023

Alliance for Community Empowerment, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
290
Participants Below avg headcount
49th
Percentile by assets National rank
$22,172
Avg per participant Low balance/head
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Official DOL plan name: Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan · Sponsored by Alliance for Community Empowerment, Inc. · Connecticut · Healthcare & Social Assistance

$6M in assets, 290 participants

Alliance for Community Empowerment, Inc.'s Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan reported $6M in total assets and 290 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.

  • #9,616 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan covers 290 participants in Connecticut, about 40% of the average Connecticut filer (state average ~718 per filing). Assets: $6M.

#9,616
in Healthcare & Social Assistance (17,684 peers)
+14.4%
assets growth YoY

Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$6,429,853 49th percentile higher than 49% 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

Alliance for Community Empowerment, Inc. Tax Sheltered Annuity 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. Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan reported net income rose from -$578K in the plan year 2022 filing to $810K in the plan year 2023 filing.
  • Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan reported participants fell from 298 in the plan year 2022 filing to 290 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 060797841 · Alliance for Community Empowerment, Inc. PY 2023 · Other

Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan · $6M · 290 · 49th

  • SCH $6M
  • EBSA 290
  • PART 49th
  • TYPE Other
  • NET near Greater Minnesota Family Services 403(b) Plan
  • BOOK ind #9616

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 →

Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

Brightpoint 403(b) Plan$6MAlliance for Community Empowerment, Inc. Tax Sheltered Annuity PlanAlliance for Community Empow…$6MGreater Minnesota Family Services 403(b) PlanGreater Minnesota Family Ser…$6M401(k) Profit Sharing Plan for Employees of the Arc Minnesota, Inc.401(k) Profit Sharing Plan f…$6MJewish Vocational Services 403(b) PlanJewish Vocational Services 4…$6M
End-of-year total assets ($M) among Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$810K
Employer EIN060797841
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance for Community Empowerment, Inc.)

Sponsor-wide plan assets over time

All Alliance for Community Empowerment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 23.522915693154385% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.62M $6.94M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 298 $6M
2023 1 290 $6M
2024 1 322 $7M

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.006429853 · Participants: 290Alliance for Community Empowerment, Inc. Tax Sheltered Annuity PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan side-by-side with 3 peers →

Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Greater Minnesota Family Services 403(b) Plan in MN ($6M); by covered participants it is Shady Side Academy Retirement Plan in PA (290 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (290 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 Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan assets move in 2023? ▼
Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan grew at a solid clip - up 14.4% during 2023, from $6M to $6M. Reported net income was $810K.
How have Alliance for Community Empowerment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance for Community Empowerment, Inc.'s sponsor-wide assets grew 23.5%, from $6M to $7M.
Which Other plans are similar in size to Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Greater Minnesota Family Services 403(b) Plan in MN ($6M, 192 participants).
Which Other plans cover a similar participant headcount to Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Shady Side Academy Retirement Plan in PA (290 participants, $70M 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 060797841.

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.