Profit Sharing · DOL Form 5500 · 2023

Moses/Weitzman Health System, Inc Profit Sharing Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
1,205
Participants Near avg headcount
91st
Percentile by assets National rank
$77,688
Avg per participant Below avg balance/head
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Official DOL plan name: Moses/Weitzman Health System, Inc. 403b Retirement Plan · Sponsored by Moses/Weitzman Health System, Inc · Connecticut · Healthcare & Social Assistance

$94M in assets, 1,205 participants

Moses/Weitzman Health System, Inc's Moses/Weitzman Health System, Inc. 403b Retirement Plan reported $94M in total assets and 1,205 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,270 in Healthcare & Social Assistance (17,684 peers)

Where Moses/Weitzman Health System, Inc. 403b Retirement Plan sits by assets

Moses/Weitzman Health System, Inc. 403b Retirement Plan sits in the top 10% of all filed plans by assets, $94M for 1,205 participants (~$77,688/participant), up 24.1% in 2023.

#16,270
in Healthcare & Social Assistance (17,684 peers)
+24.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Moses/Weitzman Health System, Inc. 403b Retirement Plan's outsized position by total assets

Moses/Weitzman Health System, Inc. 403b Retirement Plan vs every filed plan by assets

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

$93,613,581 Top 9% higher than 91% 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

Moses/Weitzman Health System, Inc. 403b Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moses/Weitzman Health System, Inc. 403b Retirement Plan lands in the large band (1,205 participants).

Plan-year Form 5500 strip

Filing strip 850521893 · Moses/Weitzman Health System, Inc PY 2023 · Profit Sharing

Moses/Weitzman Health System, Inc. 403b Retirement Plan · $94M · 1,205 · 91st

  • EOY $94M
  • 5500 1,205
  • ASSETS 91st
  • PCT Profit Sharing
  • EIN near Sullivan Companies Retirement Trust
  • RANK ind #16270

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 →

Moses/Weitzman Health System, Inc. 403b Retirement Plan in the asset neighbourhood

Moses/Weitzman Health System, Inc. 403b Retirement PlanMoses/Weitzman Health System…$94MSullivan Companies Retirement TrustSullivan Companies Retiremen…$93MThe Alliance Retirement Plan$93MBricklayers Supplemental Annuity FundBricklayers Supplemental Ann…$93MLowenstein Sandler Profit Sharing PlanLowenstein Sandler Profit Sh…$93M
End-of-year total assets ($M) among Moses/Weitzman Health System, Inc. 403b Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$94M
Net Income$18M
Employer EIN850521893
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moses/Weitzman Health System, Inc)

Sponsor-wide plan assets over time

All Moses/Weitzman Health System, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$112M 20.16713365553231% vs 2023
2024 filing year
$90M$100M$110M$120M 20232024 $93.6M $112M ▲ +20.2%
Year Plans Participants Total Assets
2023 1 1,205 $94M
2024 1 1,209 $112M

Nearby Profit Sharing Plans in Connecticut

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Moses/Weitzman Health System, Inc. 403b Retirement Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 050001000015000 00.511.5 Total assets ($B) Participants Moses/Weitzman Health System, Inc. 403b Retirement Plan, Total assets ($B): 0.093613581 · Participants: 1205Moses/Weitzman Health System, Inc. 403b Retirement PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.288455949 · Participants: 11025North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.466980856 · Participants: 3094Connecticut Children's Retirement Savings PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.449271257 · Participants: 989The Lee Company Profit Sharing PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.245691491 · Participants: 2559Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.24493598 · Participants: 3065Connecticut Laborers' Annuity Plan
Moses/Weitzman Health System, Inc. 403b Retirement Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Moses/Weitzman Health System, Inc. 403b Retirement Plan side-by-side with 3 peers →

Moses/Weitzman Health System, Inc. 403b Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Sullivan Companies Retirement Trust in MA ($93M); by covered participants it is Ust Logistical Systems 401(k) Profit Sharing Plan and Trust in SC (1,204 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($94M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,205 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 Moses/Weitzman Health System, Inc. 403b Retirement Plan assets move in 2023? ▼
Moses/Weitzman Health System, Inc. 403b Retirement Plan grew sharply - up 24.1% during 2023, from $75M to $94M. Reported net income was $18M.
How have Moses/Weitzman Health System, Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Moses/Weitzman Health System, Inc's sponsor-wide assets grew 20.2%, from $94M to $112M.
Where does Moses/Weitzman Health System, Inc. 403b Retirement Plan rank by assets among Form 5500 filers? ▼
Moses/Weitzman Health System, Inc. 403b Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Moses/Weitzman Health System, Inc. 403b Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sullivan Companies Retirement Trust in MA ($93M, 1,148 participants).
Which Profit Sharing plans cover a similar participant headcount to Moses/Weitzman Health System, Inc. 403b Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ust Logistical Systems 401(k) Profit Sharing Plan and Trust in SC (1,204 participants, $3M 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 850521893.

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.