Other · DOL Form 5500 · 2024
Sacred Heart Greenwich Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 167
- Participants Small participant base
Official DOL plan name: Sacred Heart Greenwich Plan · Sponsored by Sacred Heart Greenwich · Connecticut · Educational Services
N/A in assets, 167 participants
Sacred Heart Greenwich's Sacred Heart Greenwich Plan reported N/A in total assets and 167 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Connecticut
Sacred Heart Greenwich Plan covers 167 participants in Connecticut, about 23% of the average Connecticut filer (state average ~718 per filing). Assets: N/A.
- $2M
- reported net income
Sacred Heart Greenwich 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. Sacred Heart Greenwich Plan sits mid-pack in the medium band (167 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sacred Heart Greenwich Plan reported net income fell from $7M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Sacred Heart Greenwich Plan reported participants fell from 171 in the plan year 2023 filing to 167 in the plan year 2024 filing.
DOL schedule card
Filing strip 352425019 · Sacred Heart Greenwich PY 2024 · Other
Sacred Heart Greenwich Plan · N/A · 167
- IND N/A
- IND 167
- IND PY 2024
- IND Other
- IND near Grid Alternatives, Inc. 403(b) Plan
- IND $2M
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 →
Connecticut filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $2M |
| Employer EIN | 352425019 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sacred Heart Greenwich)
Sponsor-wide plan assets over time
All Sacred Heart Greenwich plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| 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.
- 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
Sacred Heart Greenwich Plan's closest out-of-state Other peers by headcount
Outside Connecticut, the nearest Other by covered participants is Grid Alternatives, Inc. 403(b) Plan in CA (167 participants; this filing: 167 participants).
Similar participant headcount
Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.
- Grid Alternatives, Inc. 403(b) Plan (CA) 167 · 0 off
- National Telecommuting Institute 403(b) DC Plan (MA) 167 · 0 off
- Platte Health Center 403(b) Plan (SD) 167 · 0 off
- Planned Parenthood California Central Coast 403(b) Plan (CA) 167 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.