Defined Benefit (Pension) · DOL Form 5500 · 2023

Stafford Savings Bank Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
24
Participants Small participant base
50th
Percentile by assets National rank
$284,698
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Stafford Savings Bank · Sponsored by Stafford Savings Bank · Connecticut · Finance & Insurance

$7M in assets, 24 participants

Stafford Savings Bank's Retirement Plan for Employees of Stafford Savings Bank reported $7M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,201 in Finance & Insurance (8,869 peers)

Stafford Savings Bank multi-year trail

Stafford Savings Bank's plans moved +32.9% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Stafford Savings Bank at $7M / 24 participants.

#3,201
in Finance & Insurance (8,869 peers)
+21.7%
assets growth YoY

Retirement Plan for Employees of Stafford Savings Bank's mid-pack asset rank among Finance & Insurance and all filers

Retirement Plan for Employees of Stafford Savings Bank vs every filed plan by assets

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

$6,832,758 Top 50% higher than 50% 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

Retirement Plan for Employees of Stafford Savings Bank among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Stafford Savings Bank is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Stafford Savings Bank reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Retirement Plan for Employees of Stafford Savings Bank end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Retirement Plan for Employees of Stafford Savings Bank reported participants fell from 27 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 060546360 · Stafford Savings Bank PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Stafford Savings Bank · $7M · 24 · 50th

  • PCT $7M
  • EIN 24
  • RANK 50th
  • PHOTO Defined Benefit (Pension)
  • IND near Defined Benefit Pension Plan of the Allendale Association
  • EOY ind #3201

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Retirement Plan for Employees of Stafford Savings Bank in the asset neighbourhood

Community Memorial Hospital, Inc. Retirement Income PlanCommunity Memorial Hospital,…$7MDefined Benefit Pension Plan of the Allendale AssociationDefined Benefit Pension Plan…$7MRetirement Plan for Employees of Stafford Savings BankRetirement Plan for Employee…$7MAmended Pension Plan for Employees of Battenfeld Grease & Oil Corp. of New YorkAmended Pension Plan for Emp…$7MPpr2, Inc. Defined Benefit PlanPpr2, Inc. Defined Benefit P…$7M
End-of-year total assets ($M) among Retirement Plan for Employees of Stafford Savings Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Stafford Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Stafford Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$7M 32.873830265299844% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.62M $7.46M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 27 $6M
2023 1 24 $7M
2024 1 26 $7M

Stafford Savings Bank filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN060546360
Plan Effective Date1947-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Stafford Savings Bank vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Retirement Plan for Employees of Stafford Savings Bank, Total assets ($B): 0.006832758 · Participants: 24Retirement Plan for Employees of Stafford Savings BankRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Retirement Plan for Employees of Stafford Savings Bank vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Retirement Plan for Employees of Stafford Savings Bank side-by-side with 3 peers →

Retirement Plan for Employees of Stafford Savings Bank's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Defined Benefit Pension Plan of the Allendale Association in IL ($7M); by covered participants it is Horus Technology Solutions, Inc. Cash Balance Plan in MD (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Retirement Plan for Employees of Stafford Savings Bank assets move in 2023? ▼
Retirement Plan for Employees of Stafford Savings Bank grew sharply - up 21.7% during 2023, from $6M to $7M. Reported net income was $1M.
How have Stafford Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stafford Savings Bank's sponsor-wide assets grew 32.9%, from $6M to $7M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Stafford Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Defined Benefit Pension Plan of the Allendale Association in IL ($7M, 46 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Stafford Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Horus Technology Solutions, Inc. Cash Balance Plan in MD (24 participants, $2M 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 060546360.

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.