Other · DOL Form 5500 · 2023
Visiting Nurse Association of Southeastern Connecticut, Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $62,447
- Avg per participant Low balance/head
Official DOL plan name: Visiting Nurse Association of Southeastern Connecticut Pension Plan · Sponsored by Visiting Nurse Association of Southeastern Connecticut, Inc. · Connecticut · Healthcare & Social Assistance
$9M in assets, 143 participants
Visiting Nurse Association of Southeastern Connecticut, Inc.'s Visiting Nurse Association of Southeastern Connecticut Pension Plan reported $9M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #10,927 in Healthcare & Social Assistance (17,684 peers)
Coverage in Connecticut
Visiting Nurse Association of Southeastern Connecticut Pension Plan covers 143 participants in Connecticut, about 20% of the average Connecticut filer (state average ~718 per filing). Assets: $9M.
- #10,927
- in Healthcare & Social Assistance (17,684 peers)
- +7.9%
- assets growth YoY
Visiting Nurse Association of Southeastern Connecticut Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Visiting Nurse Association of Southeastern Connecticut Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,929,916 Top 44% higher than 56% 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
Visiting Nurse Association of Southeastern Connecticut Pension 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. Visiting Nurse Association of Southeastern Connecticut Pension Plan sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Visiting Nurse Association of Southeastern Connecticut Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $654K in the plan year 2023 filing.
- Visiting Nurse Association of Southeastern Connecticut Pension Plan reported participants fell from 156 in the plan year 2022 filing to 143 in the plan year 2023 filing.
- Visiting Nurse Association of Southeastern Connecticut Pension Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
DOL schedule card
Filing strip 060646616 · Visiting Nurse Association of Southeastern Connecticut, Inc. PY 2023 · Other
Visiting Nurse Association of Southeastern Connecticut Pension Plan · $9M · 143 · 56th
- EBSA $9M
- PART 143
- TYPE 56th
- NET Other
- BOOK near Iatse Local 127 Pension Plan
- VS-ST ind #10927
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 →
Visiting Nurse Association of Southeastern Connecticut Pension Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $654K |
| Employer EIN | 060646616 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Visiting Nurse Association of Southeastern Connecticut, Inc.)
Sponsor-wide plan assets over time
All Visiting Nurse Association of Southeastern Connecticut, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 13.627713930248506% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 238 | $22M |
| 2023 | 2 | 228 | $24M |
| 2024 | 2 | 248 | $25M |
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
Visiting Nurse Association of Southeastern Connecticut Pension Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Iatse Local 127 Pension Plan in TX ($9M); by covered participants it is The Fay School Defined Contribution Retirement Plan in MA (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- The Fay School Defined Contribution Retirement Plan (MA) 143 · 0 off
- North Carolina Wesleyan University Retirement Plan (NC) 143 · 0 off
- Homesafe 403(b) Retirement Plan (FL) 143 · 0 off
- Aua Tax Sheltered Annuity Plan (MD) 143 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.