Other · DOL Form 5500 · 2023

Achievement First, Inc. Retirement Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
1,873
Participants Near avg headcount
90th
Percentile by assets National rank
$47,112
Avg per participant Low balance/head
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Official DOL plan name: Achievement First, Inc. 403(b) Plan · Sponsored by Achievement First, Inc. · Connecticut · Educational Services

$88M in assets, 1,873 participants

Achievement First, Inc.'s Achievement First, Inc. 403(b) Plan reported $88M in total assets and 1,873 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,102 in Educational Services (3,735 peers)

Coverage in Connecticut

Achievement First, Inc. 403(b) Plan covers 1,873 participants in Connecticut, 2.6x the typical Connecticut plan (state average ~718 per filing). Assets: $88M.

#3,102
in Educational Services (3,735 peers)
+9.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Achievement First, Inc. 403(b) Plan's outsized position by total assets

Achievement First, Inc. 403(b) Plan vs every filed plan by assets

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

$88,240,879 Top 10% higher than 90% 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

Achievement First, Inc. 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Achievement First, Inc. 403(b) Plan lands in the large band (1,873 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Achievement First, Inc. 403(b) Plan reported participants fell from 2,089 in the plan year 2022 filing to 1,873 in the plan year 2023 filing.
  • Achievement First, Inc. 403(b) Plan end-of-year assets rose from $80M in the plan year 2022 filing to $88M in the plan year 2023 filing.
  • Achievement First, Inc. 403(b) Plan reported net income rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 651203744 · Achievement First, Inc. PY 2023 · Other

Achievement First, Inc. 403(b) Plan · $88M · 1,873 · 90th

  • ASSETS $88M
  • ASSETS 1,873
  • ASSETS 90th
  • ASSETS Other
  • ASSETS near Avita Health System Employee 403b Retirement Plan
  • ASSETS ind #3102

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 →

Achievement First, Inc. 403(b) Plan in the asset neighbourhood

Retirement Program for U. S. Citizen and Resident Alien Employees of the American University of BeirutRetirement Program for U. S.…$89MWorld Learning, Inc. Retirement PlanWorld Learning, Inc. Retirem…$89MAchievement First, Inc. 403(b) PlanAchievement First, Inc. 403(…$88MAvita Health System Employee 403b Retirement PlanAvita Health System Employee…$88MBenaroya Research Institute at Virginia Mason 403(b) Retirement PlanBenaroya Research Institute …$88M
End-of-year total assets ($M) among Achievement First, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$88M
Net Income$8M
Employer EIN651203744
Plan Effective Date2006-09-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Achievement First, Inc.)

Sponsor-wide plan assets over time

All Achievement First, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$99M 22.942274854744255% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $80.4M $98.8M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 2,089 $80M
2023 1 1,873 $88M
2024 1 1,869 $99M

Nearby Other Plans in Connecticut

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

Achievement First, Inc. 403(b) Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -202468 Total assets ($B) Participants Achievement First, Inc. 403(b) Plan, Total assets ($B): 0.088240879 · Participants: 1873Achievement First, Inc. 403(b) 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
Achievement First, Inc. 403(b) Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Achievement First, Inc. 403(b) Plan side-by-side with 3 peers →

Achievement First, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Avita Health System Employee 403b Retirement Plan in OH ($88M); by covered participants it is Mid-South Iron Workers Direct Contribution Fund in TX (1,870 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,873 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 Achievement First, Inc. 403(b) Plan assets move in 2023? ▼
Achievement First, Inc. 403(b) Plan grew at a solid clip - up 9.8% during 2023, from $80M to $88M. Reported net income was $8M.
How have Achievement First, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Achievement First, Inc.'s sponsor-wide assets grew 22.9%, from $80M to $99M.
Where does Achievement First, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Achievement First, Inc. 403(b) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Achievement First, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Avita Health System Employee 403b Retirement Plan in OH ($88M, 2,070 participants).
Which Other plans cover a similar participant headcount to Achievement First, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Mid-South Iron Workers Direct Contribution Fund in TX (1,870 participants, $21M 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 651203744.

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.