Other · DOL Form 5500 · 2023
Jerome Home Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 264
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $22,068
- Avg per participant Low balance/head
Official DOL plan name: Jerome Home 403(b) Plan · Sponsored by Jerome Home · Connecticut · Healthcare & Social Assistance
$6M in assets, 264 participants
Jerome Home's Jerome Home 403(b) Plan reported $6M in total assets and 264 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #9,188 in Healthcare & Social Assistance (17,684 peers)
Coverage in Connecticut
Jerome Home 403(b) Plan covers 264 participants in Connecticut, about 37% of the average Connecticut filer (state average ~718 per filing). Assets: $6M.
- #9,188
- in Healthcare & Social Assistance (17,684 peers)
- +6.2%
- assets growth YoY
Jerome Home 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Jerome Home 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,825,902 47th percentile higher than 47% 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
Jerome Home 403(b) 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. Jerome Home 403(b) Plan sits mid-pack in the medium band (264 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jerome Home 403(b) Plan reported net income rose from -$946K in the plan year 2022 filing to $340K in the plan year 2023 filing.
- Jerome Home 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Jerome Home 403(b) Plan reported participants rose from 249 in the plan year 2022 filing to 264 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 060646690 · Jerome Home PY 2023 · Other
Jerome Home 403(b) Plan · $6M · 264 · 47th
- SCH $6M
- SCH 264
- SCH 47th
- SCH Other
- SCH near Section 403(b) Retirement Plan for Arrow Child & Family Ministries
- SCH ind #9188
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 →
Jerome Home 403(b) Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $340K |
| Employer EIN | 060646690 |
| Plan Effective Date | 2015-12-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jerome Home)
Sponsor-wide plan assets over time
All Jerome Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 11.238709421414882% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 428 | $9M |
| 2023 | 2 | 443 | $9M |
| 2024 | 2 | 449 | $10M |
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
Jerome Home 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Section 403(b) Retirement Plan for Arrow Child & Family Ministries in TX ($6M); by covered participants it is Valley Family Health Care, Inc. 403(b) Plan in ID (264 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (264 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.