Other · DOL Form 5500 · 2022
Waveny Care Center Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 565
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $29,442
- Avg per participant Low balance/head
Official DOL plan name: Waveny Care Center Tax Sheltered Annuity Plan · Sponsored by Waveny Care Center · Connecticut · Healthcare & Social Assistance
$17M in assets, 565 participants
Waveny Care Center's Waveny Care Center Tax Sheltered Annuity Plan reported $17M in total assets and 565 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #15,760 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Waveny Care Center Tax Sheltered Annuity Plan surged 38.6% in 2022 ($12M → $17M) for 565 participants.
- #15,760
- in Healthcare & Social Assistance (20,060 peers)
- +38.6%
- assets growth YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Waveny Care Center Tax Sheltered Annuity Plan's outsized position by total assets
Waveny Care Center Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,634,668 Top 26% higher than 74% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Waveny Care Center Tax Sheltered Annuity Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waveny Care Center Tax Sheltered Annuity Plan sits mid-pack in the medium band (565 participants).
Form 5500 schedule snapshot
Filing strip 060859588 · Waveny Care Center PY 2022 · Other
Waveny Care Center Tax Sheltered Annuity Plan · $17M · 565 · 74th
- TYPE $17M
- TYPE 565
- TYPE 74th
- TYPE Other
- TYPE near American Economic Association 403(b) DC Plan
- TYPE ind #15760
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 →
Waveny Care Center Tax Sheltered Annuity Plan in the asset neighbourhood
Waveny Care Center years around the 2022 move
Sponsor-wide plan assets over time
All Waveny Care Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 7.40577449456761% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 565 | $17M |
| 2023 | 1 | 419 | $18M |
| 2024 | 1 | 414 | $18M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$2M |
| Employer EIN | 060859588 |
| Plan Effective Date | 1990-09-30 |
| 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 $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
Waveny Care Center Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is American Economic Association 403(b) DC Plan in TN ($17M); by covered participants it is Golden Gate National Parks Conservancy Retirement Plan in CA (565 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (565 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.