Profit Sharing · DOL Form 5500 · 2024

Child & Family Agency of Southeastern Connecticut, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
233
Participants Below avg headcount
42nd
Percentile by assets National rank
$21,134
Avg per participant Low balance/head
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Official DOL plan name: Child & Family Agency of Southeastern Connecticut 403(b) Plan · Sponsored by Child & Family Agency of Southeastern Connecticut, Inc. · Connecticut · Healthcare & Social Assistance

$5M in assets, 233 participants

Child & Family Agency of Southeastern Connecticut, Inc.'s Child & Family Agency of Southeastern Connecticut 403(b) Plan reported $5M in total assets and 233 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.

  • #7,566 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

Child & Family Agency of Southeastern Connecticut 403(b) Plan covers 233 participants in Connecticut, about 32% of the average Connecticut filer (state average ~718 per filing). Assets: $5M.

#7,566
in Healthcare & Social Assistance (16,916 peers)
+25.5%
assets growth YoY

Child & Family Agency of Southeastern Connecticut 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Child & Family Agency of Southeastern Connecticut 403(b) Plan vs every filed plan by assets

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

$4,924,285 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

Child & Family Agency of Southeastern Connecticut 403(b) 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. Child & Family Agency of Southeastern Connecticut 403(b) Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Child & Family Agency of Southeastern Connecticut 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Child & Family Agency of Southeastern Connecticut 403(b) Plan reported participants rose from 203 in the plan year 2023 filing to 233 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 237212022 · Child & Family Agency of Southeastern Connecticut, Inc. PY 2024 · Profit Sharing

Child & Family Agency of Southeastern Connecticut 403(b) Plan · $5M · 233 · 42nd

  • TYPE $5M
  • NET 233
  • BOOK 42nd
  • VS-ST Profit Sharing
  • BOY near Clean Sciences, Inc. Profit Sharing Plan
  • SCH ind #7566

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 →

Child & Family Agency of Southeastern Connecticut 403(b) Plan in the asset neighbourhood

Capelli Enterprises Ltd Profit Sharing Plan and TrustCapelli Enterprises Ltd Prof…$5MChild & Family Agency of Southeastern Connecticut 403(b) PlanChild & Family Agency of Sou…$5MClean Sciences, Inc. Profit Sharing PlanClean Sciences, Inc. Profit …$5MJoseph L. Shepard Profit Sharing PlanJoseph L. Shepard Profit Sha…$5MProfit Shaing Plan and Trust Agreement of James D Hinson Electrical Contracting Co IncProfit Shaing Plan and Trust…$5M
End-of-year total assets ($M) among Child & Family Agency of Southeastern Connecticut 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$999K
Employer EIN237212022
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Child & Family Agency of Southeastern Connecticut, Inc.)

Sponsor-wide plan assets over time

All Child & Family Agency of Southeastern Connecticut, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 67.17556526276516% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.95M $4.92M ▲ +66.8%
Year Plans Participants Total Assets
2022 1 176 $3M
2023 1 203 $4M
2024 1 233 $5M

Nearby Profit Sharing Plans in Connecticut

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

Child & Family Agency of Southeastern Connecticut 403(b) Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Child & Family Agency of Southeastern Connecticut 403(b) Plan, Total assets ($B): 0.004924285 · Participants: 233Child & Family Agency of Southeastern Connecticut 403(b) PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.340089089 · Participants: 10631North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.540767273 · Participants: 3179Connecticut Children's Retirement Savings PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.276525817 · Participants: 2660Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.274215777 · Participants: 3043Connecticut Laborers' Annuity PlanBridgeport Hospital Employer Contribution Retirement Plan, Total assets ($B): 0.253791194 · Participants: 4331Bridgeport Hospital Employer Contribution Retirement Plan
Child & Family Agency of Southeastern Connecticut 403(b) Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants

Child & Family Agency of Southeastern Connecticut 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Clean Sciences, Inc. Profit Sharing Plan in CA ($5M); by covered participants it is Mark Twain Behavioral Health Employees Tax Deferred in MO (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Child & Family Agency of Southeastern Connecticut 403(b) Plan assets move in 2024?
Child & Family Agency of Southeastern Connecticut 403(b) Plan grew sharply - up 25.5% during 2024, from $4M to $5M. Reported net income was $999K.
How have Child & Family Agency of Southeastern Connecticut, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Child & Family Agency of Southeastern Connecticut, Inc.'s sponsor-wide assets grew 67.2%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Child & Family Agency of Southeastern Connecticut 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Clean Sciences, Inc. Profit Sharing Plan in CA ($5M, 48 participants).
Which Profit Sharing plans cover a similar participant headcount to Child & Family Agency of Southeastern Connecticut 403(b) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Mark Twain Behavioral Health Employees Tax Deferred in MO (233 participants, $10M in assets).