Profit Sharing · DOL Form 5500 · 2023
Child & Family Agency of Southeastern Connecticut, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 203
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $19,334
- Avg per participant Low balance/head
Official DOL plan name: Child & Family Agency of Southeastern Connecticut 403(b) Plan · Sponsored by Child & Family Agency of Southeastern Connecticut, Inc. · Connecticut · Healthcare & Social Assistance
$4M in assets, 203 participants
Child & Family Agency of Southeastern Connecticut, Inc.'s Child & Family Agency of Southeastern Connecticut 403(b) Plan reported $4M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,495 in Healthcare & Social Assistance (17,684 peers)
Coverage in Connecticut
Child & Family Agency of Southeastern Connecticut 403(b) Plan covers 203 participants in Connecticut, about 28% of the average Connecticut filer (state average ~718 per filing). Assets: $4M.
- #7,495
- in Healthcare & Social Assistance (17,684 peers)
- +33.2%
- assets growth YoY
Child & Family Agency of Southeastern Connecticut 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Child & Family Agency of Southeastern Connecticut 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,924,873 40th percentile higher than 40% 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
Child & Family Agency of Southeastern Connecticut 403(b) 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. Child & Family Agency of Southeastern Connecticut 403(b) Plan sits mid-pack in the medium band (203 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Child & Family Agency of Southeastern Connecticut 403(b) Plan reported net income rose from $110K in the plan year 2022 filing to $979K in the plan year 2023 filing.
- Child & Family Agency of Southeastern Connecticut 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Child & Family Agency of Southeastern Connecticut 403(b) Plan reported participants rose from 176 in the plan year 2022 filing to 203 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 237212022 · Child & Family Agency of Southeastern Connecticut, Inc. PY 2023 · Profit Sharing
Child & Family Agency of Southeastern Connecticut 403(b) Plan · $4M · 203 · 40th
- NET $4M
- BOOK 203
- VS-ST 40th
- BOY Profit Sharing
- SCH near San Fernando Valley Urological Associates Profit Sharing Plan
- EBSA ind #7495
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 →
Child & Family Agency of Southeastern Connecticut 403(b) Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $979K |
| Employer EIN | 237212022 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Child & Family Agency of Southeastern Connecticut, Inc.)
Sponsor-wide plan assets over time
All Child & Family Agency of Southeastern Connecticut, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 67.17556526276516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 176 | $3M |
| 2023 | 1 | 203 | $4M |
| 2024 | 1 | 233 | $5M |
Nearby Profit Sharing Plans in Connecticut
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- North Atlantic States Carpenters Annuity Plan $1.3B · 11,025
- Connecticut Children's Retirement Savings Plan $467M · 3,094
- The Lee Company Profit Sharing Plan $449M · 989
- Connecticut Pipetrades Local No. 777 Annuity Plan $246M · 2,559
- Connecticut Laborers' Annuity Plan $245M · 3,065
Child & Family Agency of Southeastern Connecticut 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Connecticut, the nearest Profit Sharing by assets is San Fernando Valley Urological Associates Profit Sharing Plan in CA ($4M); by covered participants it is Intermodal Collectively Bargained Pension Plan in OH (203 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (203 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.