Other · DOL Form 5500 · 2023

Waveny Care Center Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
419
Participants Below avg headcount
71st
Percentile by assets National rank
$42,588
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Waveny Care Center Tax Sheltered Annuity Plan · Sponsored by Waveny Care Center · Connecticut · Healthcare & Social Assistance

$18M in assets, 419 participants

Waveny Care Center's Waveny Care Center Tax Sheltered Annuity Plan reported $18M in total assets and 419 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,293 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Waveny Care Center Tax Sheltered Annuity Plan holds $18M for 419 participants - about $42,588 per participant, above the median plan by assets.

#13,293
in Healthcare & Social Assistance (17,684 peers)
+7.3%
assets growth YoY

Waveny Care Center Tax Sheltered Annuity Plan's outsized position by total assets

Waveny Care Center Tax Sheltered Annuity Plan vs every filed plan by assets

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

$17,844,489 Top 29% higher than 71% 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

Waveny Care Center Tax Sheltered Annuity 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. Waveny Care Center Tax Sheltered Annuity Plan sits mid-pack in the medium band (419 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waveny Care Center Tax Sheltered Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Waveny Care Center Tax Sheltered Annuity Plan reported participants fell from 565 in the plan year 2022 filing to 419 in the plan year 2023 filing.
  • Waveny Care Center Tax Sheltered Annuity Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060859588 · Waveny Care Center PY 2023 · Other

Waveny Care Center Tax Sheltered Annuity Plan · $18M · 419 · 71st

  • VS-ST $18M
  • BOY 419
  • SCH 71st
  • EBSA Other
  • PART near Clinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) Plan
  • TYPE ind #13293

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 →

Waveny Care Center Tax Sheltered Annuity Plan in the asset neighbourhood

Land Trust Alliance, Inc. Defined Contribution Retirement PlanLand Trust Alliance, Inc. De…$18MClinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) PlanClinicas De Salud Del Pueblo…$18MCanterbury School, Inc. 403(b) Retirement PlanCanterbury School, Inc. 403(…$18MWaveny Care Center Tax Sheltered Annuity PlanWaveny Care Center Tax Shelt…$18MThe Schenck School Retirement PlanThe Schenck School Retiremen…$18M
End-of-year total assets ($M) among Waveny Care Center Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN060859588
Plan Effective Date1990-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Waveny Care Center)

Sponsor-wide plan assets over time

All Waveny Care Center plans reported in each filing year

Latest sponsor-wide plan assets
$18M 7.40577449456761% vs 2022
2024 filing year
$16.5M$17M$17.5M$18M 202220232024 $16.6M $17.9M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 565 $17M
2023 1 419 $18M
2024 1 414 $18M

Nearby Other Plans in Connecticut

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

Waveny Care Center Tax Sheltered Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Waveny Care Center Tax Sheltered Annuity Plan, Total assets ($B): 0.017844489 · Participants: 419Waveny Care Center Tax Sheltered Annuity PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
Waveny Care Center Tax Sheltered Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Waveny Care Center Tax Sheltered Annuity Plan side-by-side with 3 peers →

Waveny Care Center Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Clinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) Plan in CA ($18M); by covered participants it is Lovelace Biomedical Research Institute Tda and DC Plan in NM (419 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (419 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 Waveny Care Center Tax Sheltered Annuity Plan assets move in 2023? ▼
Waveny Care Center Tax Sheltered Annuity Plan grew at a solid clip - up 7.3% during 2023, from $17M to $18M. Reported net income was $1M.
How have Waveny Care Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waveny Care Center's sponsor-wide assets grew 7.4%, from $17M to $18M.
Which Other plans are similar in size to Waveny Care Center Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Clinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) Plan in CA ($18M, 601 participants).
Which Other plans cover a similar participant headcount to Waveny Care Center Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Lovelace Biomedical Research Institute Tda and DC Plan in NM (419 participants, $111M 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 060859588.

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.