Defined Benefit (Pension) · DOL Form 5500 · 2024

Stafford Savings Bank Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
26
Participants Small participant base
50th
Percentile by assets National rank
$286,970
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Stafford Savings Bank · Sponsored by Stafford Savings Bank · Connecticut · Finance & Insurance

$7M in assets, 26 participants

Stafford Savings Bank's Retirement Plan for Employees of Stafford Savings Bank reported $7M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,926 in Finance & Insurance (8,549 peers)

Stafford Savings Bank multi-year trail

Stafford Savings Bank's plans moved +32.9% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Stafford Savings Bank at $7M / 26 participants.

#2,926
in Finance & Insurance (8,549 peers)
+9.2%
assets growth YoY

Retirement Plan for Employees of Stafford Savings Bank's mid-pack asset rank among Finance & Insurance and all filers

Retirement Plan for Employees of Stafford Savings Bank vs every filed plan by assets

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

$7,461,223 Top 50% higher than 50% 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

Retirement Plan for Employees of Stafford Savings Bank among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Stafford Savings Bank is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Stafford Savings Bank reported net income fell from $1M in the plan year 2023 filing to $628K in the plan year 2024 filing.
  • Retirement Plan for Employees of Stafford Savings Bank end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Retirement Plan for Employees of Stafford Savings Bank reported participants rose from 24 in the plan year 2023 filing to 26 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 060546360 · Stafford Savings Bank PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Stafford Savings Bank · $7M · 26 · 50th

  • EBSA $7M
  • PART 26
  • TYPE 50th
  • NET Defined Benefit (Pension)
  • BOOK near Community Memorial Hospital, Inc. Retirement Income Plan
  • VS-ST ind #2926

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Retirement Plan for Employees of Stafford Savings Bank in the asset neighbourhood

Global One Cash Balance Pension PlanGlobal One Cash Balance Pens…$7MUb Distributors, LLC Pension PlanUb Distributors, LLC Pension…$7MRetirement Plan for Employees of Stafford Savings BankRetirement Plan for Employee…$7MCommunity Memorial Hospital, Inc. Retirement Income PlanCommunity Memorial Hospital,…$7MThe University Financing Foundation, Inc. Cash Balance PlanThe University Financing Fou…$7M
End-of-year total assets ($M) among Retirement Plan for Employees of Stafford Savings Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Stafford Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Stafford Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$7M 32.873830265299844% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.62M $7.46M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 27 $6M
2023 1 24 $7M
2024 1 26 $7M

Stafford Savings Bank filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$628K
Employer EIN060546360
Plan Effective Date1947-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Stafford Savings Bank vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1001020304050 Total assets ($B) Participants Retirement Plan for Employees of Stafford Savings Bank, Total assets ($B): 0.007461223 · Participants: 26Retirement Plan for Employees of Stafford Savings BankRtx Consolidated Pension Plan, Total assets ($B): 41.643558189 · Participants: 36180Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 9.993084827 · Participants: 15906The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.763055773 · Participants: 3428Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.242514983 · Participants: 9682Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.395288837 · Participants: 7034The Hartford Retirement Plan for U.S. Employees
Retirement Plan for Employees of Stafford Savings Bank vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Retirement Plan for Employees of Stafford Savings Bank side-by-side with 3 peers →

Retirement Plan for Employees of Stafford Savings Bank's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Community Memorial Hospital, Inc. Retirement Income Plan in NY ($7M); by covered participants it is Thomas County Federal Savings & Loan Association Retirement Plan in GA (26 participants). Same-state nearby plans are listed separately above.

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 Retirement Plan for Employees of Stafford Savings Bank assets move in 2024? ▼
Retirement Plan for Employees of Stafford Savings Bank grew at a solid clip - up 9.2% during 2024, from $7M to $7M. Reported net income was $628K.
How have Stafford Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stafford Savings Bank's sponsor-wide assets grew 32.9%, from $6M to $7M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Stafford Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Community Memorial Hospital, Inc. Retirement Income Plan in NY ($7M, 79 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Stafford Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Thomas County Federal Savings & Loan Association Retirement Plan in GA (26 participants, $8M 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 060546360.

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.