Other · DOL Form 5500 · 2023

Trustees of the Convent of the Sacred Heart, Inc. Retirement Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
171
Participants Small participant base
89th
Percentile by assets National rank
$412,293
Avg per participant High balance/head
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Official DOL plan name: Convent of the Sacred Heart Plan · Sponsored by Trustees of the Convent of the Sacred Heart, Inc. · Connecticut · Educational Services

$71M in assets, 171 participants

Trustees of the Convent of the Sacred Heart, Inc.'s Convent of the Sacred Heart Plan reported $71M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,980 in Educational Services (3,735 peers)

Coverage in Connecticut

Convent of the Sacred Heart Plan covers 171 participants in Connecticut, about 24% of the average Connecticut filer (state average ~718 per filing). Assets: $71M.

#2,980
in Educational Services (3,735 peers)
+10.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Convent of the Sacred Heart Plan's outsized position by total assets

Convent of the Sacred Heart Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$70,502,025 Top 11% higher than 89% of 127,068 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 2023

Convent of the Sacred Heart Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Convent of the Sacred Heart Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Convent of the Sacred Heart Plan end-of-year assets rose from $64M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • Convent of the Sacred Heart Plan reported participants rose from 163 in the plan year 2022 filing to 171 in the plan year 2023 filing.
  • Convent of the Sacred Heart Plan reported net income fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 352425019 · Trustees of the Convent of the Sacred Heart, Inc. PY 2023 · Other

Convent of the Sacred Heart Plan · $71M · 171 · 89th

  • ASSETS $71M
  • ASSETS 171
  • ASSETS 89th
  • ASSETS Other
  • ASSETS near March of Dimes, Inc. 403(b) Plan
  • ASSETS ind #2980

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 →

Convent of the Sacred Heart Plan in the asset neighbourhood

Ohio Living 403(b) Plan$71MConvent of the Sacred Heart PlanConvent of the Sacred Heart …$71MMarch of Dimes, Inc. 403(b) PlanMarch of Dimes, Inc. 403(b) …$70MRosalind Franklin University of Medicine and Science 403(b) Tda PlanRosalind Franklin University…$70MRadiological Society of North America Defined Contribution Retirement PlanRadiological Society of Nort…$70M
End-of-year total assets ($M) among Convent of the Sacred Heart Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$71M
Net Income$7M
Employer EIN352425019
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Convent of the Sacred Heart, Inc.)

Sponsor-wide plan assets over time

All Trustees of the Convent of the Sacred Heart, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $63.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 163 $64M
2023 1 171 $71M
2024 1 167 N/A

Nearby Other Plans in Connecticut

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

Convent of the Sacred Heart Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Convent of the Sacred Heart Plan, Total assets ($B): 0.070502025 · Participants: 171Convent of the Sacred Heart PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
Convent of the Sacred Heart Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Convent of the Sacred Heart Plan side-by-side with 3 peers →

Convent of the Sacred Heart Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is March of Dimes, Inc. 403(b) Plan in VA ($70M); by covered participants it is Regenstrief Institute, Inc. Defined Contribution Retirement Plan in IN (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Convent of the Sacred Heart Plan assets move in 2023? ▼
Convent of the Sacred Heart Plan grew at a solid clip - up 10.7% during 2023, from $64M to $71M. Reported net income was $7M.
Where does Convent of the Sacred Heart Plan rank by assets among Form 5500 filers? ▼
Convent of the Sacred Heart Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Convent of the Sacred Heart Plan? ▼
Among Other plans in other states, the closest by assets is March of Dimes, Inc. 403(b) Plan in VA ($70M, 517 participants).
Which Other plans cover a similar participant headcount to Convent of the Sacred Heart Plan? ▼
Among Other plans in other states, the closest by covered participants is Regenstrief Institute, Inc. Defined Contribution Retirement Plan in IN (171 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 352425019.

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.