Other · DOL Form 5500 · 2023
Sarah Seneca Residential Service, Inc Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $22,850
- Avg per participant Low balance/head
Official DOL plan name: Sarah Seneca Residential Services, Inc 401(k) Profit Sharing Plan · Sponsored by Sarah Seneca Residential Service, Inc · Connecticut · Other Services
$4M in assets, 154 participants
Sarah Seneca Residential Service, Inc's Sarah Seneca Residential Services, Inc 401(k) Profit Sharing Plan reported $4M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #4,826 in Other Services (7,857 peers)
Coverage in Connecticut
Sarah Seneca Residential Services, Inc 401(k) Profit Sharing Plan covers 154 participants in Connecticut, about 21% of the average Connecticut filer (state average ~718 per filing). Assets: $4M.
- #4,826
- in Other Services (7,857 peers)
- +31.4%
- assets growth YoY
Sarah Seneca Residential Services, Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers
Sarah Seneca Residential Services, Inc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,518,876 38th percentile higher than 38% 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
Sarah Seneca Residential Services, Inc 401(k) Profit Sharing 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. Sarah Seneca Residential Services, Inc 401(k) Profit Sharing Plan sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sarah Seneca Residential Services, Inc 401(k) Profit Sharing Plan reported net income rose from $326K in the plan year 2022 filing to $841K in the plan year 2023 filing.
- Sarah Seneca Residential Services, Inc 401(k) Profit Sharing Plan reported participants rose from 116 in the plan year 2022 filing to 154 in the plan year 2023 filing.
- Sarah Seneca Residential Services, Inc 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 061297906 · Sarah Seneca Residential Service, Inc PY 2023 · Other
Sarah Seneca Residential Services, Inc 401(k) Profit Sharing Plan · $4M · 154 · 38th
- BOOK $4M
- BOOK 154
- BOOK 38th
- BOOK Other
- BOOK near Presbyterian Hospitality House, Inc.
- BOOK ind #4826
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 Other Services retirement plans → · Plans in Connecticut →
Sarah Seneca Residential Services, Inc 401(k) Profit Sharing Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $841K |
| Employer EIN | 061297906 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sarah Seneca Residential Service, Inc)
Sponsor-wide plan assets over time
All Sarah Seneca Residential Service, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 65.90719927589402% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 116 | $3M |
| 2023 | 1 | 154 | $4M |
| 2024 | 1 | 164 | $4M |
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
Sarah Seneca Residential Services, Inc 401(k) Profit Sharing Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Presbyterian Hospitality House, Inc. in AK ($4M); by covered participants it is Eversight 403(b) DC Plan in MI (154 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 (154 participants); asset peers above are excluded.
- Eversight 403(b) DC Plan (MI) 154 · 0 off
- Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan (NY) 154 · 0 off
- The Field School, Inc. 403(b) DC Plan (DC) 154 · 0 off
- Impact Tax Deferred Annuity Plan (CA) 154 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.