Other · DOL Form 5500 · 2023
Hartford Dispensary Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 233
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $58,463
- Avg per participant Low balance/head
Official DOL plan name: The Root Center for Advanced Recovery 403(b) Plan · Sponsored by Hartford Dispensary · Connecticut · Healthcare & Social Assistance
$14M in assets, 233 participants
Hartford Dispensary's The Root Center for Advanced Recovery 403(b) Plan reported $14M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #12,449 in Healthcare & Social Assistance (17,684 peers)
Coverage in Connecticut
The Root Center for Advanced Recovery 403(b) Plan covers 233 participants in Connecticut, about 32% of the average Connecticut filer (state average ~718 per filing). Assets: $14M.
- #12,449
- in Healthcare & Social Assistance (17,684 peers)
- +10.9%
- assets growth YoY
The Root Center for Advanced Recovery 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Root Center for Advanced Recovery 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,621,777 Top 35% higher than 65% 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
The Root Center for Advanced Recovery 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. The Root Center for Advanced Recovery 403(b) Plan sits mid-pack in the medium band (233 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Root Center for Advanced Recovery 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- The Root Center for Advanced Recovery 403(b) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- The Root Center for Advanced Recovery 403(b) Plan reported participants fell from 245 in the plan year 2022 filing to 233 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 060646665 · Hartford Dispensary PY 2023 · Other
The Root Center for Advanced Recovery 403(b) Plan · $14M · 233 · 65th
- EOY $14M
- 5500 233
- ASSETS 65th
- PCT Other
- EIN near Brockton Visiting Nurse Association Retirement Plan
- RANK ind #12449
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 →
The Root Center for Advanced Recovery 403(b) Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $1M |
| Employer EIN | 060646665 |
| Plan Effective Date | 1984-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hartford Dispensary)
Sponsor-wide plan assets over time
All Hartford Dispensary plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 20.066439814501486% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 245 | $12M |
| 2023 | 1 | 233 | $14M |
| 2024 | 1 | 251 | $15M |
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
The Root Center for Advanced Recovery 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Brockton Visiting Nurse Association Retirement Plan in MA ($14M); by covered participants it is Northwest Human Services 403(b) Plan in OR (233 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (233 participants); asset peers above are excluded.
- Northwest Human Services 403(b) Plan (OR) 233 · 0 off
- Oregon Episcopal School Defined Contribution Retirement Plan (OR) 233 · 0 off
- Metro Housing Boston 403(b) Plan (MA) 233 · 0 off
- Wes Health System 403(b) Plan (PA) 233 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.