401(k) · DOL Form 5500 · 2024

Rachel F. Anastasio 401(k) Plan

Data updated 2026-08-25

$496K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$495,858
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vftc Tr Rachel Anastasio Individual 401 (K) · Sponsored by Rachel F. Anastasio · Connecticut · Real Estate

$496K in assets, 1 participants

Rachel F. Anastasio's Vftc Tr Rachel Anastasio Individual 401 (K) reported $496K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,379 in Real Estate (4,605 peers)

Rachel F. Anastasio multi-year trail

Rachel F. Anastasio's plans moved +58.3% in assets from 2022 to 2024; this filing shows Vftc Tr Rachel Anastasio Individual 401 (K) at $496K / 1 participant.

#1,379
in Real Estate (4,605 peers)
+25.4%
assets growth YoY

Vftc Tr Rachel Anastasio Individual 401 (K) among the smaller filed plans by assets

Vftc Tr Rachel Anastasio Individual 401 (K) vs every filed plan by assets

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

$495,858 18th percentile higher than 18% 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

Vftc Tr Rachel Anastasio Individual 401 (K) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vftc Tr Rachel Anastasio Individual 401 (K) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vftc Tr Rachel Anastasio Individual 401 (K) end-of-year assets rose from $395K in the plan year 2023 filing to $496K in the plan year 2024 filing.
  • Vftc Tr Rachel Anastasio Individual 401 (K) reported net income rose from $82K in the plan year 2023 filing to $101K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 263927773 · Rachel F. Anastasio PY 2024 · 401(k)

Vftc Tr Rachel Anastasio Individual 401 (K) · $496K · 1 · 18th

  • RANK $496K
  • RANK 1
  • RANK 18th
  • RANK 401(k)
  • RANK near CVS Entertainment Inc. Retirement Plan
  • RANK ind #1379

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 Real Estate retirement plans → · Plans in Connecticut →

Vftc Tr Rachel Anastasio Individual 401 (K) in the asset neighbourhood

Vftc Tr Rachel Anastasio Individual 401 (K)Vftc Tr Rachel Anastasio Ind…$496KCVS Entertainment Inc. Retirement PlanCVS Entertainment Inc. Retir…$496K3g Holdings, Inc. 401(k) Plan$496KAdom Home Care, Inc. 401(k) Profit Sharing PlanAdom Home Care, Inc. 401(k) …$496KBoomzeal Enterprises Retirement PlanBoomzeal Enterprises Retirem…$496K
End-of-year total assets ($M) among Vftc Tr Rachel Anastasio Individual 401 (K) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rachel F. Anastasio multi-year asset trail

Sponsor-wide plan assets over time

All Rachel F. Anastasio plans reported in each filing year

Latest sponsor-wide plan assets
$496K 58.33104496484427% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.31M $0.5M ▲ +61.3%
Year Plans Participants Total Assets
2022 1 1 $313K
2023 1 1 $395K
2024 1 1 $496K

Rachel F. Anastasio filing trail (2024)

Total Assets (Beginning of Year)$395K
Net Assets (End of Year)$496K
Net Income$101K
Employer EIN263927773
Plan Effective Date2008-12-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Vftc Tr Rachel Anastasio Individual 401 (K) vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Vftc Tr Rachel Anastasio Individual 401 (K), Total assets ($B): 0.000495858 · Participants: 1Vftc Tr Rachel Anastasio Individual 401 (K)Rtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Vftc Tr Rachel Anastasio Individual 401 (K) vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Vftc Tr Rachel Anastasio Individual 401 (K) side-by-side with 3 peers →

Vftc Tr Rachel Anastasio Individual 401 (K)'s out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is CVS Entertainment Inc. Retirement Plan in NC ($496K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($496K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Vftc Tr Rachel Anastasio Individual 401 (K) assets move in 2024? ▼
Vftc Tr Rachel Anastasio Individual 401 (K) grew sharply - up 25.4% during 2024, from $395K to $496K. Reported net income was $101K.
How have Rachel F. Anastasio plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rachel F. Anastasio's sponsor-wide assets grew 58.3%, from $313K to $496K.
Where does Vftc Tr Rachel Anastasio Individual 401 (K) rank by assets among Form 5500 filers? ▼
Vftc Tr Rachel Anastasio Individual 401 (K) ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Vftc Tr Rachel Anastasio Individual 401 (K)? ▼
Among 401(k) plans in other states, the closest by assets is CVS Entertainment Inc. Retirement Plan in NC ($496K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Vftc Tr Rachel Anastasio Individual 401 (K)? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 263927773.

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.