Other · DOL Form 5500 · 2023
Pomperaug Woods, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 130
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $21,902
- Avg per participant Low balance/head
Official DOL plan name: Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan · Sponsored by Pomperaug Woods, Inc. · Connecticut · Healthcare & Social Assistance
$3M in assets, 130 participants
Pomperaug Woods, Inc.'s Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan reported $3M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,304 in Healthcare & Social Assistance (17,684 peers)
Coverage in Connecticut
Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan covers 130 participants in Connecticut, about 18% of the average Connecticut filer (state average ~718 per filing). Assets: $3M.
- #6,304
- in Healthcare & Social Assistance (17,684 peers)
- +19.7%
- assets growth YoY
Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,847,197 35th percentile higher than 35% 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
Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity 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. Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan sits mid-pack in the medium band (130 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan reported net income rose from $382K in the plan year 2022 filing to $468K in the plan year 2023 filing.
- Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan reported participants rose from 125 in the plan year 2022 filing to 130 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 061073286 · Pomperaug Woods, Inc. PY 2023 · Other
Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan · $3M · 130 · 35th
- RANK $3M
- PHOTO 130
- IND 35th
- EOY Other
- 5500 near 403(b) Thrift Plan for Employees of Northside Charter High School
- ASSETS ind #6304
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 →
Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $468K |
| Employer EIN | 061073286 |
| Plan Effective Date | 1990-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pomperaug Woods, Inc.)
Sponsor-wide plan assets over time
All Pomperaug Woods, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 34.19983305775815% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 125 | $2M |
| 2023 | 1 | 130 | $3M |
| 2024 | 1 | 147 | $3M |
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
Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is 403(b) Thrift Plan for Employees of Northside Charter High School in NY ($3M); by covered participants it is Tiaa-Cref Retirement Plan for Employees of Cate School in CA (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- 403(b) Thrift Plan for Employees of Northside Charter High School (NY) $3M · 69
- Tyrone Hospital 403(b) Plan (PA) $3M · 167
- Goodwill 403(b) Plan (CA) $3M · 406
- Fairfax Medical 403(b) Plan (OK) $3M · 72
Similar participant headcount
Nearest other-state filings by covered participants (130 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.