Other · DOL Form 5500 · 2024
The Mary Wade Home, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 316
- Participants Below avg headcount
- 41st
- Percentile by assets National rank
- $15,166
- Avg per participant Low balance/head
Official DOL plan name: The Mary Wade Home, Inc. 403(b) Savings Plan · Sponsored by The Mary Wade Home, Inc. · Connecticut · Healthcare & Social Assistance
$5M in assets, 316 participants
The Mary Wade Home, Inc.'s The Mary Wade Home, Inc. 403(b) Savings Plan reported $5M in total assets and 316 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #7,457 in Healthcare & Social Assistance (16,916 peers)
Coverage in Connecticut
The Mary Wade Home, Inc. 403(b) Savings Plan covers 316 participants in Connecticut, about 44% of the average Connecticut filer (state average ~718 per filing). Assets: $5M.
- #7,457
- in Healthcare & Social Assistance (16,916 peers)
- +14.8%
- assets growth YoY
The Mary Wade Home, Inc. 403(b) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Mary Wade Home, Inc. 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,792,484 41st percentile higher than 41% 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
The Mary Wade Home, Inc. 403(b) Savings 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 Mary Wade Home, Inc. 403(b) Savings Plan sits mid-pack in the medium band (316 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Mary Wade Home, Inc. 403(b) Savings Plan reported net income fell from $747K in the plan year 2023 filing to $620K in the plan year 2024 filing.
- The Mary Wade Home, Inc. 403(b) Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- The Mary Wade Home, Inc. 403(b) Savings Plan reported participants rose from 303 in the plan year 2023 filing to 316 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 060662192 · The Mary Wade Home, Inc. PY 2024 · Other
The Mary Wade Home, Inc. 403(b) Savings Plan · $5M · 316 · 41st
- PCT $5M
- PCT 316
- PCT 41st
- PCT Other
- PCT near Adec Retirement Plan
- PCT ind #7457
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 Mary Wade Home, Inc. 403(b) Savings Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $620K |
| Employer EIN | 060662192 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Mary Wade Home, Inc.)
Sponsor-wide plan assets over time
All The Mary Wade Home, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 39.908648178714664% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 219 | $3M |
| 2023 | 1 | 303 | $4M |
| 2024 | 1 | 316 | $5M |
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
The Mary Wade Home, Inc. 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Adec Retirement Plan in IN ($5M); by covered participants it is Wittenberg University Defined Contribution Retirement Plan in OH (316 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Adec Retirement Plan (IN) $5M · 302
- Chris 180 Inc. 403(b) Retirement Plan (GA) $5M · 435
- Knox School 403(b) DC Plan (NY) $5M · 86
- Centre Care, Inc. Savings and Retirement Plan (PA) $5M · 255
Similar participant headcount
Nearest other-state filings by covered participants (316 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.