Other · DOL Form 5500 · 2023
The Connecticut Hospice Inc Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 182
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $36,097
- Avg per participant Low balance/head
Official DOL plan name: The Connecticut Hospice Inc. Tax Sheltered Annuity Plan · Sponsored by The Connecticut Hospice Inc · Connecticut · Healthcare & Social Assistance
$7M in assets, 182 participants
The Connecticut Hospice Inc's The Connecticut Hospice Inc. Tax Sheltered Annuity Plan reported $7M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #9,717 in Healthcare & Social Assistance (17,684 peers)
Coverage in Connecticut
The Connecticut Hospice Inc. Tax Sheltered Annuity Plan covers 182 participants in Connecticut, about 25% of the average Connecticut filer (state average ~718 per filing). Assets: $7M.
- #9,717
- in Healthcare & Social Assistance (17,684 peers)
- -5.3%
- assets change YoY
The plan reported a net loss of $366K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Connecticut Hospice Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Connecticut Hospice Inc. Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,569,610 Top 50% higher than 50% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Connecticut Hospice 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. The Connecticut Hospice Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (182 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Connecticut Hospice Inc. Tax Sheltered Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to -$366K in the plan year 2023 filing.
- The Connecticut Hospice Inc. Tax Sheltered Annuity Plan reported participants rose from 170 in the plan year 2022 filing to 182 in the plan year 2023 filing.
- The Connecticut Hospice Inc. Tax Sheltered Annuity Plan end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 060878822 · The Connecticut Hospice Inc PY 2023 · Other
The Connecticut Hospice Inc. Tax Sheltered Annuity Plan · $7M · 182 · 50th
- RANK $7M
- RANK 182
- RANK 50th
- RANK Other
- RANK near Economic Security Corporation of Southwest Area 403(b) Plan
- RANK ind #9717
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 Connecticut Hospice Inc. Tax Sheltered Annuity Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$366K |
| Employer EIN | 060878822 |
| Plan Effective Date | 1974-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Connecticut Hospice Inc)
Sponsor-wide plan assets over time
All The Connecticut Hospice Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 36.415083857877775% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 251 | $10M |
| 2023 | 2 | 190 | $7M |
| 2024 | 1 | 188 | $6M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $7.4B · 12,259
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.0B · 22,121
- Yale University Tax-Deferred 403(b) Savings Plan $840M · 18,754
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $705M · 2,287
- Hartford Healthcare 403(b)Plan $643M · 5,192
The Connecticut Hospice Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Economic Security Corporation of Southwest Area 403(b) Plan in MO ($7M); by covered participants it is The Williston Northampton School Defined Contribution Retirement Plan in MA (182 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Economic Security Corporation of Southwest Area 403(b) Plan (MO) $7M · 393
- Ethos Retirement Plan (MA) $7M · 119
- Artesia Christian Home 403b Plan (CA) $7M · 147
- Yeshiva Har Torah 403(b) DC Plan (NY) $7M · 80
Similar participant headcount
Nearest other-state filings by covered participants (182 participants); asset peers above are excluded.
- The Williston Northampton School Defined Contribution Retirement Plan (MA) 182 · 0 off
- North Penn Comprehensive Health Services 403(b) Plan (PA) 182 · 0 off
- Jccsf 403(b) Plan (CA) 182 · 0 off
- Hospice of the Piedmont, Inc. 403(b) Plan (VA) 182 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.