Other · DOL Form 5500 · 2024

Suffield Academy Retirement Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
224
Participants Below avg headcount
85th
Percentile by assets National rank
$240,811
Avg per participant Above avg balance/head
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Official DOL plan name: Suffield Academy 403(b) Retirement Plan · Sponsored by Suffield Academy · Connecticut · Educational Services

$54M in assets, 224 participants

Suffield Academy's Suffield Academy 403(b) Retirement Plan reported $54M in total assets and 224 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,676 in Educational Services (3,638 peers)

Coverage in Connecticut

Suffield Academy 403(b) Retirement Plan covers 224 participants in Connecticut, about 31% of the average Connecticut filer (state average ~718 per filing). Assets: $54M.

#2,676
in Educational Services (3,638 peers)
+3.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Suffield Academy 403(b) Retirement Plan's outsized position by total assets

Suffield Academy 403(b) Retirement Plan vs every filed plan by assets

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

$53,941,589 Top 15% higher than 85% 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

Suffield Academy 403(b) Retirement 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. Suffield Academy 403(b) Retirement Plan sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Suffield Academy 403(b) Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Suffield Academy 403(b) Retirement Plan end-of-year assets rose from $52M in the plan year 2023 filing to $54M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 060678539 · Suffield Academy PY 2024 · Other

Suffield Academy 403(b) Retirement Plan · $54M · 224 · 85th

  • ASSETS $54M
  • ASSETS 224
  • ASSETS 85th
  • ASSETS Other
  • ASSETS near Gift of Life Michigan 403(b) Plan
  • ASSETS ind #2676

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 →

Suffield Academy 403(b) Retirement Plan in the asset neighbourhood

Minneapolis Institute of Art Retirement and Savings PlanMinneapolis Institute of Art…$54MBoilermakers Local Lodge No. 5 Annuity FundBoilermakers Local Lodge No.…$54MPublic Policy Institute of Ca DC Retirement PlanPublic Policy Institute of C…$54MSuffield Academy 403(b) Retirement PlanSuffield Academy 403(b) Reti…$54MGift of Life Michigan 403(b) PlanGift of Life Michigan 403(b)…$54M
End-of-year total assets ($M) among Suffield Academy 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$54M
Net Income$2M
Employer EIN060678539
Plan Effective Date1961-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Suffield Academy)

Sponsor-wide plan assets over time

All Suffield Academy plans reported in each filing year

Latest sponsor-wide plan assets
$54M 17.08475153867275% vs 2022
2024 filing year
$45M$50M$55M 202220232024 $46.1M $53.9M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 230 $46M
2023 1 224 $52M
2024 1 224 $54M

Nearby Other Plans in Connecticut

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

Suffield Academy 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants Suffield Academy 403(b) Retirement Plan, Total assets ($B): 0.053941589 · Participants: 224Suffield Academy 403(b) Retirement PlanYale University Retirement Account Plan, Total assets ($B): 8.343162149 · Participants: 13197Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 2.311493523 · Participants: 22447Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.873939522 · Participants: 20269Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.746080453 · Participants: 2323Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Wesleyan University Retirement Plan, Total assets ($B): 0.688145628 · Participants: 1714Wesleyan University Retirement Plan
Suffield Academy 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Suffield Academy 403(b) Retirement Plan side-by-side with 3 peers →

Suffield Academy 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Gift of Life Michigan 403(b) Plan in MI ($54M); by covered participants it is Upac 403b Plan in CA (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 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 Suffield Academy 403(b) Retirement Plan assets move in 2024? ▼
Suffield Academy 403(b) Retirement Plan edged up modestly - up 3.5% during 2024, from $52M to $54M. Reported net income was $2M.
How have Suffield Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Suffield Academy's sponsor-wide assets grew 17.1%, from $46M to $54M.
Where does Suffield Academy 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Suffield Academy 403(b) Retirement Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Suffield Academy 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Gift of Life Michigan 403(b) Plan in MI ($54M, 375 participants).
Which Other plans cover a similar participant headcount to Suffield Academy 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Upac 403b Plan in CA (224 participants, $4M 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 060678539.

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.