Other · DOL Form 5500 · 2024
Southwestern Connecticut Agency on Aging, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $75,797
- Avg per participant Below avg balance/head
Official DOL plan name: Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. · Sponsored by Southwestern Connecticut Agency on Aging, Inc. · Connecticut · Other Services
$7M in assets, 98 participants
Southwestern Connecticut Agency on Aging, Inc.'s Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. reported $7M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #5,392 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. ranks #5,392 of 7,719 2024 filers by assets (270% of the sector average)-$7M for 98 participants.
- #5,392
- in Other Services (7,719 peers)
- +6.3%
- assets growth YoY
Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc.'s mid-pack asset rank among Other Services and all filers
Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,428,118 49th percentile higher than 49% 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
Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. 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 Southwestern Connecticut Agency on Aging, Inc. is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. reported net income fell from $1M in the plan year 2023 filing to $439K in the plan year 2024 filing.
- Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
DOL schedule card
Filing strip 060916407 · Southwestern Connecticut Agency on Aging, Inc. PY 2024 · Other
Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. · $7M · 98 · 49th
- PHOTO $7M
- PHOTO 98
- PHOTO 49th
- PHOTO Other
- PHOTO near Zootampa 403(b) Retirement Plan
- PHOTO ind #5392
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 Other Services retirement plans → · Plans in Connecticut →
Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $439K |
| Employer EIN | 060916407 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwestern Connecticut Agency on Aging, Inc.)
Sponsor-wide plan assets over time
All Southwestern Connecticut Agency on Aging, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 27.70740820144303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $6M |
| 2023 | 1 | 98 | $7M |
| 2024 | 1 | 98 | $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
Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc.'s out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Zootampa 403(b) Retirement Plan in FL ($7M); by covered participants it is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Zootampa 403(b) Retirement Plan (FL) $7M · 455
- Center for Responsive Schools, Inc. 403(b) Plan (MA) $7M · 66
- Phmc Integrated 403b Plan (PA) $7M · 116
- Roofers Local 149 Defined Contribution Pension Fund (MI) $7M · 1,044
Similar participant headcount
Nearest other-state filings by covered participants (98 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.