Other · DOL Form 5500 · 2023

Suffield Academy Retirement Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
224
Participants Below avg headcount
86th
Percentile by assets National rank
$232,604
Avg per participant Above avg balance/head
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Official DOL plan name: Suffield Academy 403(b) Retirement Plan · Sponsored by Suffield Academy · Connecticut · Educational Services

$52M in assets, 224 participants

Suffield Academy's Suffield Academy 403(b) Retirement Plan reported $52M in total assets and 224 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,799 in Educational Services (3,735 peers)

Coverage in Connecticut

Suffield Academy 403(b) Retirement Plan covers 224 participants in Connecticut, about 31% of the average Connecticut filer (state average ~718 per filing). Assets: $52M.

#2,799
in Educational Services (3,735 peers)
+13.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Suffield Academy 403(b) Retirement Plan's outsized position by total assets

Suffield Academy 403(b) Retirement Plan vs every filed plan by assets

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

$52,103,186 Top 14% higher than 86% 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

Suffield Academy 403(b) 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. Suffield Academy 403(b) Retirement Plan sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Suffield Academy 403(b) Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Suffield Academy 403(b) Retirement Plan end-of-year assets rose from $46M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Suffield Academy 403(b) Retirement Plan reported participants fell from 230 in the plan year 2022 filing to 224 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 060678539 · Suffield Academy PY 2023 · Other

Suffield Academy 403(b) Retirement Plan · $52M · 224 · 86th

  • SCH $52M
  • SCH 224
  • SCH 86th
  • SCH Other
  • SCH near Whitehead Institute for Biomedical Research 403b Plan
  • SCH ind #2799

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 →

Suffield Academy 403(b) Retirement Plan in the asset neighbourhood

The Town School Defined Contribution Retirement PlanThe Town School Defined Cont…$52MWhitehead Institute for Biomedical Research 403b PlanWhitehead Institute for Biom…$52MSuffield Academy 403(b) Retirement PlanSuffield Academy 403(b) Reti…$52MOklahoma Medical Research Foundation Supplemental Retirement PlanOklahoma Medical Research Fo…$52MCarroll College 403(b) Plan$52M
End-of-year total assets ($M) among Suffield Academy 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$52M
Net Income$6M
Employer EIN060678539
Plan Effective Date1961-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Suffield Academy)

Sponsor-wide plan assets over time

All Suffield Academy plans reported in each filing year

Latest sponsor-wide plan assets
$54M 17.08475153867275% vs 2022
2024 filing year
$45M$50M$55M 202220232024 $46.1M $53.9M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 230 $46M
2023 1 224 $52M
2024 1 224 $54M

Nearby Other Plans in Connecticut

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

Suffield Academy 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Suffield Academy 403(b) Retirement Plan, Total assets ($B): 0.052103186 · Participants: 224Suffield Academy 403(b) Retirement 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
Suffield Academy 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Suffield Academy 403(b) Retirement Plan side-by-side with 3 peers →

Suffield Academy 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Whitehead Institute for Biomedical Research 403b Plan in MA ($52M); by covered participants it is Radiological Society of North America Defined Contribution Retirement Plan in IL (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 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 Suffield Academy 403(b) Retirement Plan assets move in 2023? ▼
Suffield Academy 403(b) Retirement Plan grew at a solid clip - up 13.1% during 2023, from $46M to $52M. Reported net income was $6M.
How have Suffield Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Suffield Academy's sponsor-wide assets grew 17.1%, from $46M to $54M.
Where does Suffield Academy 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Suffield Academy 403(b) Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Suffield Academy 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Whitehead Institute for Biomedical Research 403b Plan in MA ($52M, 341 participants).
Which Other plans cover a similar participant headcount to Suffield Academy 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Radiological Society of North America Defined Contribution Retirement Plan in IL (224 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 060678539.

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.