Defined Benefit (Pension) · DOL Form 5500 · 2023

Prospect Waterbury, Inc. Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
306
Participants Below avg headcount
74th
Percentile by assets National rank
$71,675
Avg per participant Below avg balance/head
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Official DOL plan name: Waterbury Hospital Cash Balance Retirement Plan · Sponsored by Prospect Waterbury, Inc. · Connecticut · Healthcare & Social Assistance

$22M in assets, 306 participants

Prospect Waterbury, Inc.'s Waterbury Hospital Cash Balance Retirement Plan reported $22M in total assets and 306 participants in its 2023 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.

  • #13,862 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

Waterbury Hospital Cash Balance Retirement Plan covers 306 participants in Connecticut, about 43% of the average Connecticut filer (state average ~718 per filing). Assets: $22M.

#13,862
in Healthcare & Social Assistance (17,684 peers)
-2.7%
assets change YoY

The plan reported a net loss of $604K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waterbury Hospital Cash Balance Retirement Plan's outsized position by total assets

Waterbury Hospital Cash Balance Retirement Plan vs every filed plan by assets

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

$21,932,498 Top 26% higher than 74% 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

Waterbury Hospital Cash Balance 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. Waterbury Hospital Cash Balance Retirement Plan sits mid-pack in the medium band (306 participants).

Form 5500 schedule snapshot

Filing strip 812181470 · Prospect Waterbury, Inc. PY 2023 · Defined Benefit (Pension)

Waterbury Hospital Cash Balance Retirement Plan · $22M · 306 · 74th

  • PCT $22M
  • PCT 306
  • PCT 74th
  • PCT Defined Benefit (Pension)
  • PCT near Alliance Compressors, LLC Retirement Plan
  • PCT ind #13862

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 →

Waterbury Hospital Cash Balance Retirement Plan in the asset neighbourhood

Pension Plan of Fki Industries Inc. for United Steelworkers of AmericaPension Plan of Fki Industri…$22MAlliance Compressors, LLC Retirement PlanAlliance Compressors, LLC Re…$22MBabson Bros. Co. Pension Plan$22MWaterbury Hospital Cash Balance Retirement PlanWaterbury Hospital Cash Bala…$22MCatalent Pharma Solutions, LLC Pension PlanCatalent Pharma Solutions, L…$22M
End-of-year total assets ($M) among Waterbury Hospital Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$22M
Net Income-$604K
Employer EIN812181470
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Prospect Waterbury, Inc.)

Sponsor-wide plan assets over time

All Prospect Waterbury, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 4.094089054516271% vs 2023
2024 filing year
$20.5M$21M$21.5M$22M$22.5M 20232024 $21.9M $21M ▼ -4.1%
Year Plans Participants Total Assets
2023 1 306 $22M
2024 1 303 $21M

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Waterbury Hospital Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Waterbury Hospital Cash Balance Retirement Plan, Total assets ($B): 0.021932498 · Participants: 306Waterbury Hospital Cash Balance Retirement PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Waterbury Hospital Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Waterbury Hospital Cash Balance Retirement Plan side-by-side with 3 peers →

Waterbury Hospital Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Alliance Compressors, LLC Retirement Plan in OH ($22M); by covered participants it is Iso New England Inc. Retirement Plan in MA (306 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Waterbury Hospital Cash Balance Retirement Plan assets move in 2023? ▼
Waterbury Hospital Cash Balance Retirement Plan edged down modestly - down 2.7% during 2023, from $23M to $22M. Reported net income was -$604K.
How have Prospect Waterbury, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Prospect Waterbury, Inc.'s sponsor-wide assets declined 4.1%, from $22M to $21M.
Which Defined Benefit (Pension) plans are similar in size to Waterbury Hospital Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alliance Compressors, LLC Retirement Plan in OH ($22M, 188 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Waterbury Hospital Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Iso New England Inc. Retirement Plan in MA (306 participants, $160M 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 812181470.

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.