Other · DOL Form 5500 · 2023

Avon Old Farms School, Inc. Retirement Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
193
Participants Below avg headcount
86th
Percentile by assets National rank
$271,734
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Avon Old Farms School Defined Contribution Retirement Plan · Sponsored by Avon Old Farms School, Inc. · Connecticut · Educational Services

$52M in assets, 193 participants

Avon Old Farms School, Inc.'s Avon Old Farms School Defined Contribution Retirement Plan reported $52M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,805 in Educational Services (3,735 peers)

Coverage in Connecticut

Avon Old Farms School Defined Contribution Retirement Plan covers 193 participants in Connecticut, about 27% of the average Connecticut filer (state average ~718 per filing). Assets: $52M.

#2,805
in Educational Services (3,735 peers)
+7.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Avon Old Farms School Defined Contribution Retirement Plan's outsized position by total assets

Avon Old Farms School Defined Contribution Retirement Plan vs every filed plan by assets

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

$52,444,621 Top 14% higher than 86% 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

Avon Old Farms School Defined Contribution Retirement 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. Avon Old Farms School Defined Contribution Retirement Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avon Old Farms School Defined Contribution Retirement Plan reported participants rose from 147 in the plan year 2022 filing to 193 in the plan year 2023 filing.
  • Avon Old Farms School Defined Contribution Retirement Plan end-of-year assets rose from $49M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Avon Old Farms School Defined Contribution Retirement Plan reported net income fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060655480 · Avon Old Farms School, Inc. PY 2023 · Other

Avon Old Farms School Defined Contribution Retirement Plan · $52M · 193 · 86th

  • ASSETS $52M
  • PCT 193
  • EIN 86th
  • RANK Other
  • PHOTO near Ravenscroft School Retirement Plan
  • IND ind #2805

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 Educational Services retirement plans → · Plans in Connecticut →

Avon Old Farms School Defined Contribution Retirement Plan in the asset neighbourhood

Charles R. Drew University Defined Contribution PlanCharles R. Drew University D…$53MDexter Southfield, Inc. Defined Contribution Retirement PlanDexter Southfield, Inc. Defi…$53MAvon Old Farms School Defined Contribution Retirement PlanAvon Old Farms School Define…$52MRavenscroft School Retirement PlanRavenscroft School Retiremen…$52MEmergent Health Partners 403(b) Retirement PlanEmergent Health Partners 403…$52M
End-of-year total assets ($M) among Avon Old Farms School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$52M
Net Income$4M
Employer EIN060655480
Plan Effective Date1971-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avon Old Farms School, Inc.)

Sponsor-wide plan assets over time

All Avon Old Farms School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 15.512673777152388% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $48.6M $56.2M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 147 $49M
2023 1 193 $52M
2024 1 203 $56M

Nearby Other Plans in Connecticut

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

Avon Old Farms School Defined Contribution Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Avon Old Farms School Defined Contribution Retirement Plan, Total assets ($B): 0.052444621 · Participants: 193Avon Old Farms School Defined Contribution Retirement 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
Avon Old Farms School Defined Contribution Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Avon Old Farms School Defined Contribution Retirement Plan side-by-side with 3 peers →

Avon Old Farms School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Ravenscroft School Retirement Plan in NC ($52M); by covered participants it is Louisville Collegiate School Defined Contribution Retirement Plan in KY (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Avon Old Farms School Defined Contribution Retirement Plan assets move in 2023? ▼
Avon Old Farms School Defined Contribution Retirement Plan grew at a solid clip - up 7.9% during 2023, from $49M to $52M. Reported net income was $4M.
How have Avon Old Farms School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avon Old Farms School, Inc.'s sponsor-wide assets grew 15.5%, from $49M to $56M.
Where does Avon Old Farms School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Avon Old Farms School Defined Contribution Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Avon Old Farms School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Ravenscroft School Retirement Plan in NC ($52M, 283 participants).
Which Other plans cover a similar participant headcount to Avon Old Farms School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Louisville Collegiate School Defined Contribution Retirement Plan in KY (193 participants, $23M 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 060655480.

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.