Profit Sharing · DOL Form 5500 · 2024

Senior Connections Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
99
Participants Small participant base
42nd
Percentile by assets National rank
$50,132
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Senior Connections 403(b) Plan · Sponsored by Senior Connections · Virginia · Healthcare & Social Assistance

$5M in assets, 99 participants

Senior Connections's Senior Connections 403(b) Plan reported $5M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,597 in Healthcare & Social Assistance (16,916 peers)

Senior Connections multi-year trail

Senior Connections's plans moved +40.1% in assets from 2022 to 2024; this filing shows Senior Connections 403(b) Plan at $5M / 99 participants.

#7,597
in Healthcare & Social Assistance (16,916 peers)
+15.5%
assets growth YoY

Senior Connections 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Senior Connections 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,963,079 42nd percentile higher than 42% of 123,620 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 2024

Senior Connections 403(b) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Senior Connections 403(b) Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Senior Connections 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Senior Connections 403(b) Plan reported net income fell from $756K in the plan year 2023 filing to $664K in the plan year 2024 filing.
  • Senior Connections 403(b) Plan reported participants rose from 96 in the plan year 2023 filing to 99 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 540950714 · Senior Connections PY 2024 · Profit Sharing

Senior Connections 403(b) Plan · $5M · 99 · 42nd

  • PART $5M
  • TYPE 99
  • NET 42nd
  • BOOK Profit Sharing
  • VS-ST near Via Mobility Services 403(b) Plan
  • BOY ind #7597

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 Virginia →

Senior Connections 403(b) Plan in the asset neighbourhood

Dr. Raymond Cavaliere Profit Sharing PlanDr. Raymond Cavaliere Profit…$5MSenior Connections 403(b) PlanSenior Connections 403(b) Pl…$5MVia Mobility Services 403(b) PlanVia Mobility Services 403(b)…$5MMarc F. Rubin, Dmd, PC Profit Sharing PlanMarc F. Rubin, Dmd, PC Profi…$5MNoble Research Institute, LLC Defined Contribution PlanNoble Research Institute, LL…$5M
End-of-year total assets ($M) among Senior Connections 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Senior Connections multi-year asset trail

Sponsor-wide plan assets over time

All Senior Connections plans reported in each filing year

Latest sponsor-wide plan assets
$5M 40.0834729535663% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.54M $4.96M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 99 $4M
2023 1 96 $4M
2024 1 99 $5M

Senior Connections filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$664K
Employer EIN540950714
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

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

Senior Connections 403(b) Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Senior Connections 403(b) Plan, Total assets ($B): 0.004963079 · Participants: 99Senior Connections 403(b) PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.283763729 · Participants: 5562Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.348426296 · Participants: 2152Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.32295356 · Participants: 1608American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.226143645 · Participants: 508Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.204752338 · Participants: 585Associated Universities Inc. Retirement Plan
Senior Connections 403(b) Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants

Senior Connections 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Via Mobility Services 403(b) Plan in CO ($5M); by covered participants it is Westchester School for Special Children Age Based Profit Sharing Plan in NY (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Senior Connections 403(b) Plan assets move in 2024?
Senior Connections 403(b) Plan grew sharply - up 15.5% during 2024, from $4M to $5M. Reported net income was $664K.
How have Senior Connections plan assets changed over time?
Across 3 plan years on file (2022-2024), Senior Connections's sponsor-wide assets grew 40.1%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Senior Connections 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Via Mobility Services 403(b) Plan in CO ($5M, 264 participants).
Which Profit Sharing plans cover a similar participant headcount to Senior Connections 403(b) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Westchester School for Special Children Age Based Profit Sharing Plan in NY (99 participants, $7M in assets).