Defined Benefit (Pension) · DOL Form 5500 · 2023

The Norwich Free Academy Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
79
Participants Small participant base
61st
Percentile by assets National rank
$139,319
Avg per participant Near avg balance/head
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Official DOL plan name: Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust · Sponsored by The Norwich Free Academy · Connecticut · Educational Services

$11M in assets, 79 participants

The Norwich Free Academy's Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust reported $11M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #1,641 in Educational Services (3,735 peers)

The Norwich Free Academy multi-year trail

The Norwich Free Academy's plans moved +20.9% in assets from 2022 to 2024; this filing shows Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust at $11M / 79 participants.

#1,641
in Educational Services (3,735 peers)
+6.6%
assets growth YoY

Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust's mid-pack asset rank among Educational Services and all filers

Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust vs every filed plan by assets

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

$11,006,163 Top 39% higher than 61% 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

Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust reported net income rose from $169K in the plan year 2022 filing to $679K in the plan year 2023 filing.
  • Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust reported participants rose from 74 in the plan year 2022 filing to 79 in the plan year 2023 filing.
  • Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 060762783 · The Norwich Free Academy PY 2023 · Defined Benefit (Pension)

Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust · $11M · 79 · 61st

  • BOOK $11M
  • VS-ST 79
  • BOY 61st
  • SCH Defined Benefit (Pension)
  • EBSA near Retirement Plan for Employees of Mary Cariola Children's Center, Inc.
  • PART ind #1641

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 →

Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust in the asset neighbourhood

The Consolidated Allagash Pension PlanThe Consolidated Allagash Pe…$11MRet Plan of the Norwich Free Academy Staff in Pentegra Ret TrustRet Plan of the Norwich Free…$11MRetirement Plan for Employees of Mary Cariola Children's Center, Inc.Retirement Plan for Employee…$11MUnited Hardware Distributing Co. Non-Union Employees' Pension Plan and TrustUnited Hardware Distributing…$11MHigh Grade Beverage Retirement FundHigh Grade Beverage Retireme…$11M
End-of-year total assets ($M) among Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

The Norwich Free Academy multi-year asset trail

Sponsor-wide plan assets over time

All The Norwich Free Academy plans reported in each filing year

Latest sponsor-wide plan assets
$12M 20.85557582588689% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.3M $12.5M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 74 $10M
2023 1 79 $11M
2024 1 80 $12M

The Norwich Free Academy filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$679K
Employer EIN060762783
Plan Effective Date1989-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust, Total assets ($B): 0.011006163 · Participants: 79Ret Plan of the Norwich Free Academy Staff in Pentegra Ret TrustRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust side-by-side with 3 peers →

Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Mary Cariola Children's Center, Inc. in NY ($11M); by covered participants it is The Pension Plan for the Mott Children's Health Center in MI (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust assets move in 2023? ▼
Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust grew at a solid clip - up 6.6% during 2023, from $10M to $11M. Reported net income was $679K.
How have The Norwich Free Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Norwich Free Academy's sponsor-wide assets grew 20.9%, from $10M to $12M.
Which Defined Benefit (Pension) plans are similar in size to Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Mary Cariola Children's Center, Inc. in NY ($11M, 61 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Pension Plan for the Mott Children's Health Center in MI (79 participants, $34M 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 060762783.

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.