Other · DOL Form 5500 · 2023

The Mary Wade Home, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
303
Participants Below avg headcount
41st
Percentile by assets National rank
$13,780
Avg per participant Low balance/head
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Official DOL plan name: The Mary Wade Home, Inc. 403(b) Savings Plan · Sponsored by The Mary Wade Home, Inc. · Connecticut · Healthcare & Social Assistance

$4M in assets, 303 participants

The Mary Wade Home, Inc.'s The Mary Wade Home, Inc. 403(b) Savings Plan reported $4M in total assets and 303 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,775 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

The Mary Wade Home, Inc. 403(b) Savings Plan covers 303 participants in Connecticut, about 42% of the average Connecticut filer (state average ~718 per filing). Assets: $4M.

#7,775
in Healthcare & Social Assistance (17,684 peers)
+21.9%
assets growth YoY

The Mary Wade Home, Inc. 403(b) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Mary Wade Home, Inc. 403(b) Savings Plan vs every filed plan by assets

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

$4,175,256 41st percentile higher than 41% 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

The Mary Wade Home, Inc. 403(b) Savings 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. The Mary Wade Home, Inc. 403(b) Savings Plan sits mid-pack in the medium band (303 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mary Wade Home, Inc. 403(b) Savings Plan reported net income rose from -$986K in the plan year 2022 filing to $747K in the plan year 2023 filing.
  • The Mary Wade Home, Inc. 403(b) Savings Plan reported participants rose from 219 in the plan year 2022 filing to 303 in the plan year 2023 filing.
  • The Mary Wade Home, Inc. 403(b) Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 060662192 · The Mary Wade Home, Inc. PY 2023 · Other

The Mary Wade Home, Inc. 403(b) Savings Plan · $4M · 303 · 41st

  • BOOK $4M
  • VS-ST 303
  • BOY 41st
  • SCH Other
  • EBSA near The Oaks Academy DC Plan
  • PART ind #7775

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 →

The Mary Wade Home, Inc. 403(b) Savings Plan in the asset neighbourhood

The Mary Wade Home, Inc. 403(b) Savings PlanThe Mary Wade Home, Inc. 403…$4MThe Oaks Academy DC Plan$4MLa Causa Inc. Retirement Savings PlanLa Causa Inc. Retirement Sav…$4MCma 403(b) Plan$4MEast Georgia Healthcare Center 403b PlanEast Georgia Healthcare Cent…$4M
End-of-year total assets ($M) among The Mary Wade Home, Inc. 403(b) Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$747K
Employer EIN060662192
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mary Wade Home, Inc.)

Sponsor-wide plan assets over time

All The Mary Wade Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 39.908648178714664% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.43M $4.79M ▲ +39.7%
Year Plans Participants Total Assets
2022 1 219 $3M
2023 1 303 $4M
2024 1 316 $5M

Nearby Other Plans in Connecticut

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

The Mary Wade Home, Inc. 403(b) Savings Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants The Mary Wade Home, Inc. 403(b) Savings Plan, Total assets ($B): 0.004175256 · Participants: 303The Mary Wade Home, Inc. 403(b) Savings 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
The Mary Wade Home, Inc. 403(b) Savings Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare The Mary Wade Home, Inc. 403(b) Savings Plan side-by-side with 3 peers →

The Mary Wade Home, Inc. 403(b) Savings Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is The Oaks Academy DC Plan in IN ($4M); by covered participants it is Codman Square Health Center 403(b) Pension Plan in MA (303 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (303 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 The Mary Wade Home, Inc. 403(b) Savings Plan assets move in 2023? ▼
The Mary Wade Home, Inc. 403(b) Savings Plan grew sharply - up 21.9% during 2023, from $3M to $4M. Reported net income was $747K.
How have The Mary Wade Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mary Wade Home, Inc.'s sponsor-wide assets grew 39.9%, from $3M to $5M.
Which Other plans are similar in size to The Mary Wade Home, Inc. 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by assets is The Oaks Academy DC Plan in IN ($4M, 124 participants).
Which Other plans cover a similar participant headcount to The Mary Wade Home, Inc. 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Codman Square Health Center 403(b) Pension Plan in MA (303 participants, $14M 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 060662192.

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.