Other · DOL Form 5500 · 2024

The Connecticut Hospice Inc Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
188
Participants Below avg headcount
46th
Percentile by assets National rank
$33,789
Avg per participant Low balance/head
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Official DOL plan name: The Connecticut Hospice Inc. Tax Sheltered Annuity Plan · Sponsored by The Connecticut Hospice Inc · Connecticut · Healthcare & Social Assistance

$6M in assets, 188 participants

The Connecticut Hospice Inc's The Connecticut Hospice Inc. Tax Sheltered Annuity Plan reported $6M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,557 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

The Connecticut Hospice Inc. Tax Sheltered Annuity Plan covers 188 participants in Connecticut, about 26% of the average Connecticut filer (state average ~718 per filing). Assets: $6M.

#8,557
in Healthcare & Social Assistance (16,916 peers)
-3.3%
assets change YoY

The plan reported a net loss of $217K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Connecticut Hospice Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Connecticut Hospice Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$6,352,397 46th percentile higher than 46% 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

The Connecticut Hospice Inc. Tax Sheltered Annuity 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. The Connecticut Hospice Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Connecticut Hospice Inc. Tax Sheltered Annuity Plan reported net income rose from -$366K in the plan year 2023 filing to -$217K in the plan year 2024 filing.
  • The Connecticut Hospice Inc. Tax Sheltered Annuity Plan end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Connecticut Hospice Inc. Tax Sheltered Annuity Plan reported participants rose from 182 in the plan year 2023 filing to 188 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 060878822 · The Connecticut Hospice Inc PY 2024 · Other

The Connecticut Hospice Inc. Tax Sheltered Annuity Plan · $6M · 188 · 46th

  • EOY $6M
  • 5500 188
  • ASSETS 46th
  • PCT Other
  • EIN near The Norton Simon Museum 403(b) Plan
  • RANK ind #8557

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 →

The Connecticut Hospice Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

Sante Group Companies 403b Retirement PlanSante Group Companies 403b R…$6MThe Connecticut Hospice Inc. Tax Sheltered Annuity PlanThe Connecticut Hospice Inc.…$6MThe Norton Simon Museum 403(b) PlanThe Norton Simon Museum 403(…$6MSourcepoint Matched Savings PlanSourcepoint Matched Savings …$6MSacramento Native American Health Center 403(b) PlanSacramento Native American H…$6M
End-of-year total assets ($M) among The Connecticut Hospice Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$217K
Employer EIN060878822
Plan Effective Date1974-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Connecticut Hospice Inc)

Sponsor-wide plan assets over time

All The Connecticut Hospice Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 36.415083857877775% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $9.99M $6.35M ▼ -36.4%
Year Plans Participants Total Assets
2022 2 251 $10M
2023 2 190 $7M
2024 1 188 $6M

Nearby Other Plans in Connecticut

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

The Connecticut Hospice Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants The Connecticut Hospice Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.006352397 · Participants: 188The Connecticut Hospice Inc. Tax Sheltered Annuity PlanYale University Retirement Account Plan, Total assets ($B): 8.343162149 · Participants: 13197Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 2.311493523 · Participants: 22447Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.873939522 · Participants: 20269Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.746080453 · Participants: 2323Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Wesleyan University Retirement Plan, Total assets ($B): 0.688145628 · Participants: 1714Wesleyan University Retirement Plan
The Connecticut Hospice Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare The Connecticut Hospice Inc. Tax Sheltered Annuity Plan side-by-side with 3 peers →

The Connecticut Hospice Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is The Norton Simon Museum 403(b) Plan in CA ($6M); by covered participants it is Seacoast Mental Health Center, Inc. Tax-Deferred Annuity Savings Plan in NH (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 The Connecticut Hospice Inc. Tax Sheltered Annuity Plan assets move in 2024? ▼
The Connecticut Hospice Inc. Tax Sheltered Annuity Plan edged down modestly - down 3.3% during 2024, from $7M to $6M. Reported net income was -$217K.
How have The Connecticut Hospice Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Connecticut Hospice Inc's sponsor-wide assets declined 36.4%, from $10M to $6M.
Which Other plans are similar in size to The Connecticut Hospice Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Norton Simon Museum 403(b) Plan in CA ($6M, 126 participants).
Which Other plans cover a similar participant headcount to The Connecticut Hospice Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Seacoast Mental Health Center, Inc. Tax-Deferred Annuity Savings Plan in NH (188 participants, $18M 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 060878822.

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.