Other · DOL Form 5500 · 2024
Hartford Dispensary Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 251
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $58,734
- Avg per participant Low balance/head
Official DOL plan name: The Root Center for Advanced Recovery 403(b) Plan · Sponsored by Hartford Dispensary · Connecticut · Healthcare & Social Assistance
$15M in assets, 251 participants
Hartford Dispensary's The Root Center for Advanced Recovery 403(b) Plan reported $15M in total assets and 251 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #11,685 in Healthcare & Social Assistance (16,916 peers)
Coverage in Connecticut
The Root Center for Advanced Recovery 403(b) Plan covers 251 participants in Connecticut, about 35% of the average Connecticut filer (state average ~718 per filing). Assets: $15M.
- #11,685
- in Healthcare & Social Assistance (16,916 peers)
- +8.2%
- assets growth YoY
The Root Center for Advanced Recovery 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Root Center for Advanced Recovery 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,742,335 Top 36% higher than 64% 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 Root Center for Advanced Recovery 403(b) 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 Root Center for Advanced Recovery 403(b) Plan sits mid-pack in the medium band (251 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Root Center for Advanced Recovery 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- The Root Center for Advanced Recovery 403(b) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- The Root Center for Advanced Recovery 403(b) Plan reported participants rose from 233 in the plan year 2023 filing to 251 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 060646665 · Hartford Dispensary PY 2024 · Other
The Root Center for Advanced Recovery 403(b) Plan · $15M · 251 · 64th
- VS-ST $15M
- BOY 251
- SCH 64th
- EBSA Other
- PART near University School of Jackson 403(b) Retirement Plan
- TYPE ind #11685
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 Root Center for Advanced Recovery 403(b) Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $1M |
| Employer EIN | 060646665 |
| Plan Effective Date | 1984-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hartford Dispensary)
Sponsor-wide plan assets over time
All Hartford Dispensary plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 20.066439814501486% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 245 | $12M |
| 2023 | 1 | 233 | $14M |
| 2024 | 1 | 251 | $15M |
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 Root Center for Advanced Recovery 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is University School of Jackson 403(b) Retirement Plan in TN ($15M); by covered participants it is Macomb-Oakland Regional Center 403(b) Plan in MI (251 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (251 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.