Other · DOL Form 5500 · 2024
Alliance for Community Empowerment, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 322
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $21,558
- Avg per participant Low balance/head
Official DOL plan name: Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan · Sponsored by Alliance for Community Empowerment, Inc. · Connecticut · Healthcare & Social Assistance
$7M in assets, 322 participants
Alliance for Community Empowerment, Inc.'s Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan reported $7M in total assets and 322 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #8,922 in Healthcare & Social Assistance (16,916 peers)
Coverage in Connecticut
Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan covers 322 participants in Connecticut, about 45% of the average Connecticut filer (state average ~718 per filing). Assets: $7M.
- #8,922
- in Healthcare & Social Assistance (16,916 peers)
- +8.0%
- assets growth YoY
Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,941,600 48th percentile higher than 48% 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
Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (322 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan reported net income fell from $810K in the plan year 2023 filing to $512K in the plan year 2024 filing.
- Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan reported participants rose from 290 in the plan year 2023 filing to 322 in the plan year 2024 filing.
- Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 060797841 · Alliance for Community Empowerment, Inc. PY 2024 · Other
Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan · $7M · 322 · 48th
- SCH $7M
- SCH 322
- SCH 48th
- SCH Other
- SCH near Claflin University 403(b) Tda Plan
- SCH ind #8922
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 →
Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $512K |
| Employer EIN | 060797841 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alliance for Community Empowerment, Inc.)
Sponsor-wide plan assets over time
All Alliance for Community Empowerment, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 23.522915693154385% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 298 | $6M |
| 2023 | 1 | 290 | $6M |
| 2024 | 1 | 322 | $7M |
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
Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Claflin University 403(b) Tda Plan in SC ($7M); by covered participants it is Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc. in SC (322 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (322 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.