Other · DOL Form 5500 · 2023

Apt Foundation Inc. Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
308
Participants Below avg headcount
71st
Percentile by assets National rank
$59,146
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Apt Foundation, Inc. · Sponsored by Apt Foundation Inc. · Connecticut · Healthcare & Social Assistance

$18M in assets, 308 participants

Apt Foundation Inc.'s 403(b) Thrift Plan of Apt Foundation, Inc. reported $18M in total assets and 308 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.

  • #13,357 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

403(b) Thrift Plan of Apt Foundation, Inc. covers 308 participants in Connecticut, about 43% of the average Connecticut filer (state average ~718 per filing). Assets: $18M.

#13,357
in Healthcare & Social Assistance (17,684 peers)
+9.9%
assets growth YoY

403(b) Thrift Plan of Apt Foundation, Inc.'s outsized position by total assets

403(b) Thrift Plan of Apt Foundation, Inc. vs every filed plan by assets

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

$18,216,983 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

403(b) Thrift Plan of Apt Foundation, Inc. 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. 403(b) Thrift Plan of Apt Foundation, Inc. sits mid-pack in the medium band (308 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Apt Foundation, Inc. reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Apt Foundation, Inc. end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Apt Foundation, Inc. reported participants rose from 304 in the plan year 2022 filing to 308 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237061218 · Apt Foundation Inc. PY 2023 · Other

403(b) Thrift Plan of Apt Foundation, Inc. · $18M · 308 · 71st

  • EOY $18M
  • EOY 308
  • EOY 71st
  • EOY Other
  • EOY near American Jewish World Service 403(b) Plan
  • EOY ind #13357

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 →

403(b) Thrift Plan of Apt Foundation, Inc. in the asset neighbourhood

Sanctuary for Families 403(b) PlanSanctuary for Families 403(b…$18M403(b) Thrift Plan of Apt Foundation, Inc.403(b) Thrift Plan of Apt Fo…$18MAmerican Jewish World Service 403(b) PlanAmerican Jewish World Servic…$18MLevan Internists, PC Profit Sharing Plan & TrustLevan Internists, PC Profit …$18MPhjc Ministries Retirement and Savings PlanPhjc Ministries Retirement a…$18M
End-of-year total assets ($M) among 403(b) Thrift Plan of Apt Foundation, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN237061218
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apt Foundation Inc.)

Sponsor-wide plan assets over time

All Apt Foundation Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 18.168104747231475% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.6M $19.6M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 304 $17M
2023 1 308 $18M
2024 1 316 $20M

Nearby Other Plans in Connecticut

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

403(b) Thrift Plan of Apt Foundation, Inc. vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants 403(b) Thrift Plan of Apt Foundation, Inc., Total assets ($B): 0.018216983 · Participants: 308403(b) Thrift Plan of Apt Foundation, Inc.Yale 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
403(b) Thrift Plan of Apt Foundation, Inc. vs. nearby Other plans in Connecticut, assets vs. participants
Compare 403(b) Thrift Plan of Apt Foundation, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Apt Foundation, Inc.'s out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is American Jewish World Service 403(b) Plan in NY ($18M); by covered participants it is Wellpoint Care Network 403(b) Retirement Plan in WI (308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (308 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 403(b) Thrift Plan of Apt Foundation, Inc. assets move in 2023? ▼
403(b) Thrift Plan of Apt Foundation, Inc. grew at a solid clip - up 9.9% during 2023, from $17M to $18M. Reported net income was $2M.
How have Apt Foundation Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apt Foundation Inc.'s sponsor-wide assets grew 18.2%, from $17M to $20M.
Which Other plans are similar in size to 403(b) Thrift Plan of Apt Foundation, Inc.? ▼
Among Other plans in other states, the closest by assets is American Jewish World Service 403(b) Plan in NY ($18M, 89 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Apt Foundation, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Wellpoint Care Network 403(b) Retirement Plan in WI (308 participants, $25M 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 237061218.

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.