Other · DOL Form 5500 · 2023
Chapel Haven Schleifer Center Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 135
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $25,889
- Avg per participant Low balance/head
Official DOL plan name: Chapel Haven Inc and Chapel Haven West Inc. 403b Tda Plan · Sponsored by Chapel Haven Schleifer Center · Connecticut · Healthcare & Social Assistance
$3M in assets, 135 participants
Chapel Haven Schleifer Center's Chapel Haven Inc and Chapel Haven West Inc. 403b Tda Plan reported $3M in total assets and 135 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.
- #7,043 in Healthcare & Social Assistance (17,684 peers)
Coverage in Connecticut
Chapel Haven Inc and Chapel Haven West Inc. 403b Tda Plan covers 135 participants in Connecticut, about 19% of the average Connecticut filer (state average ~718 per filing). Assets: $3M.
- #7,043
- in Healthcare & Social Assistance (17,684 peers)
- +9.2%
- assets growth YoY
Chapel Haven Inc and Chapel Haven West Inc. 403b Tda Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Chapel Haven Inc and Chapel Haven West Inc. 403b Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,494,984 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
Chapel Haven Inc and Chapel Haven West Inc. 403b Tda 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. Chapel Haven Inc and Chapel Haven West Inc. 403b Tda Plan sits mid-pack in the medium band (135 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chapel Haven Inc and Chapel Haven West Inc. 403b Tda Plan reported net income rose from -$362K in the plan year 2022 filing to $293K in the plan year 2023 filing.
- Chapel Haven Inc and Chapel Haven West Inc. 403b Tda Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Chapel Haven Inc and Chapel Haven West Inc. 403b Tda Plan reported participants fell from 144 in the plan year 2022 filing to 135 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 060925031 · Chapel Haven Schleifer Center PY 2023 · Other
Chapel Haven Inc and Chapel Haven West Inc. 403b Tda Plan · $3M · 135 · 38th
- PART $3M
- PART 135
- PART 38th
- PART Other
- PART near Amber Charter School 403(b) DC Plan
- PART ind #7043
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 →
Chapel Haven Inc and Chapel Haven West Inc. 403b Tda Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $293K |
| Employer EIN | 060925031 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chapel Haven Schleifer Center)
Sponsor-wide plan assets over time
All Chapel Haven Schleifer Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 8.155072279981933% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $3M |
| 2023 | 1 | 135 | $3M |
| 2024 | 1 | 133 | $3M |
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
Chapel Haven Inc and Chapel Haven West Inc. 403b Tda Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Amber Charter School 403(b) DC Plan in NY ($3M); by covered participants it is Portledge School Tda Plan Sra/Gsra in NY (135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.
- Portledge School Tda Plan Sra/Gsra (NY) 135 · 0 off
- Polaris Project 403(b) Plan (DC) 135 · 0 off
- West Virginia University Foundation DC Retirement Plan (WV) 135 · 0 off
- The Advocacy Alliance Retirement Plan (PA) 135 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.