Other · DOL Form 5500 · 2024
West Hartford Extended Experience II Retirement Plan
Data updated 2026-08-25
- $498K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $165,866
- Avg per participant Above avg balance/head
Official DOL plan name: West Hartford Extended Experience II Defined Contribution Retirement Plan · Sponsored by West Hartford Extended Experience II · Connecticut · Healthcare & Social Assistance
$498K in assets, 3 participants
West Hartford Extended Experience II's West Hartford Extended Experience II Defined Contribution Retirement Plan reported $498K in total assets and 3 participants 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.
- #2,191 in Healthcare & Social Assistance (16,916 peers)
West Hartford Extended Experience II multi-year trail
West Hartford Extended Experience II's plans moved +32.3% in assets from 2022 to 2024; this filing shows West Hartford Extended Experience II Defined Contribution Retirement Plan at $498K / 3 participants.
- #2,191
- in Healthcare & Social Assistance (16,916 peers)
- +16.6%
- assets growth YoY
West Hartford Extended Experience II Defined Contribution Retirement Plan among the smaller filed plans by assets
West Hartford Extended Experience II Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$497,598 18th percentile higher than 18% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
West Hartford Extended Experience II Defined Contribution Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Hartford Extended Experience II Defined Contribution Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- West Hartford Extended Experience II Defined Contribution Retirement Plan reported net income rose from $51K in the plan year 2023 filing to $71K in the plan year 2024 filing.
- West Hartford Extended Experience II Defined Contribution Retirement Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- West Hartford Extended Experience II Defined Contribution Retirement Plan end-of-year assets rose from $427K in the plan year 2023 filing to $498K in the plan year 2024 filing.
DOL schedule card
Filing strip 060999718 · West Hartford Extended Experience II PY 2024 · Other
West Hartford Extended Experience II Defined Contribution Retirement Plan · $498K · 3 · 18th
- EOY $498K
- 5500 3
- ASSETS 18th
- PCT Other
- EIN near Northeast Contemporary Services, Inc. Tax Deferred
- RANK ind #2191
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 →
West Hartford Extended Experience II Defined Contribution Retirement Plan in the asset neighbourhood
West Hartford Extended Experience II multi-year asset trail
Sponsor-wide plan assets over time
All West Hartford Extended Experience II plans reported in each filing year
- Latest sponsor-wide plan assets
- $498K 32.286416129649716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $376K |
| 2023 | 1 | 4 | $427K |
| 2024 | 1 | 3 | $498K |
West Hartford Extended Experience II filing trail (2024)
| Total Assets (Beginning of Year) | $427K |
|---|---|
| Net Assets (End of Year) | $498K |
| Net Income | $71K |
| Employer EIN | 060999718 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
West Hartford Extended Experience II Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Northeast Contemporary Services, Inc. Tax Deferred in MN ($492K); by covered participants it is Single K in IL (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($498K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Single K (IL) 3 · 0 off
- Alliance for African Assistance Plan 403b (CA) 3 · 0 off
- Aging in America & Affiliates 403(b) Plan (NY) 3 · 0 off
- Allied Lending Group Private Retirement Plan and Trust (CA) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.