Other · DOL Form 5500 · 2024

Visiting Nurse Association of Southeastern Connecticut, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
166
Participants Small participant base
54th
Percentile by assets National rank
$55,274
Avg per participant Low balance/head
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Official DOL plan name: Visiting Nurse Association of Southeastern Connecticut Pension Plan · Sponsored by Visiting Nurse Association of Southeastern Connecticut, Inc. · Connecticut · Healthcare & Social Assistance

$9M in assets, 166 participants

Visiting Nurse Association of Southeastern Connecticut, Inc.'s Visiting Nurse Association of Southeastern Connecticut Pension Plan reported $9M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,015 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

Visiting Nurse Association of Southeastern Connecticut Pension Plan covers 166 participants in Connecticut, about 23% of the average Connecticut filer (state average ~718 per filing). Assets: $9M.

#10,015
in Healthcare & Social Assistance (16,916 peers)
+2.7%
assets growth YoY

Visiting Nurse Association of Southeastern Connecticut Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Visiting Nurse Association of Southeastern Connecticut Pension Plan vs every filed plan by assets

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

$9,175,424 Top 46% higher than 54% 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

Visiting Nurse Association of Southeastern Connecticut Pension 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. Visiting Nurse Association of Southeastern Connecticut Pension Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Visiting Nurse Association of Southeastern Connecticut Pension Plan reported net income fell from $654K in the plan year 2023 filing to $246K in the plan year 2024 filing.
  • Visiting Nurse Association of Southeastern Connecticut Pension Plan reported participants rose from 143 in the plan year 2023 filing to 166 in the plan year 2024 filing.
  • Visiting Nurse Association of Southeastern Connecticut Pension Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 060646616 · Visiting Nurse Association of Southeastern Connecticut, Inc. PY 2024 · Other

Visiting Nurse Association of Southeastern Connecticut Pension Plan · $9M · 166 · 54th

  • NET $9M
  • BOOK 166
  • VS-ST 54th
  • BOY Other
  • SCH near Mt. San Rafael Hospital Retirement Plan
  • EBSA ind #10015

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 →

Visiting Nurse Association of Southeastern Connecticut Pension Plan in the asset neighbourhood

Visiting Nurse Association of Southeastern Connecticut Pension PlanVisiting Nurse Association o…$9MMt. San Rafael Hospital Retirement PlanMt. San Rafael Hospital Reti…$9MEmpower Lga, Inc. 403(b) Savings PlanEmpower Lga, Inc. 403(b) Sav…$9MMorgan Memorial Goodwill Industries Inc 403 (B) Retirement PlanMorgan Memorial Goodwill Ind…$9MWhite Horse Village Inc. 403(b) Pension PlanWhite Horse Village Inc. 403…$9M
End-of-year total assets ($M) among Visiting Nurse Association of Southeastern Connecticut Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$246K
Employer EIN060646616
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Visiting Nurse Association of Southeastern Connecticut, Inc.)

Sponsor-wide plan assets over time

All Visiting Nurse Association of Southeastern Connecticut, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 13.627713930248506% vs 2022
2024 filing year
$21M$22M$23M$24M$25M$26M 202220232024 $21.9M $24.9M ▲ +13.6%
Year Plans Participants Total Assets
2022 2 238 $22M
2023 2 228 $24M
2024 2 248 $25M

Nearby Other Plans in Connecticut

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

Visiting Nurse Association of Southeastern Connecticut Pension Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants Visiting Nurse Association of Southeastern Connecticut Pension Plan, Total assets ($B): 0.009175424 · Participants: 166Visiting Nurse Association of Southeastern Connecticut Pension 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
Visiting Nurse Association of Southeastern Connecticut Pension Plan vs. nearby Other plans in Connecticut, assets vs. participants

Visiting Nurse Association of Southeastern Connecticut Pension Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Mt. San Rafael Hospital Retirement Plan in CO ($9M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan in FL (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Visiting Nurse Association of Southeastern Connecticut Pension Plan assets move in 2024?
Visiting Nurse Association of Southeastern Connecticut Pension Plan edged up modestly - up 2.7% during 2024, from $9M to $9M. Reported net income was $246K.
How have Visiting Nurse Association of Southeastern Connecticut, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Visiting Nurse Association of Southeastern Connecticut, Inc.'s sponsor-wide assets grew 13.6%, from $22M to $25M.
Which Other plans are similar in size to Visiting Nurse Association of Southeastern Connecticut Pension Plan?
Among Other plans in other states, the closest by assets is Mt. San Rafael Hospital Retirement Plan in CO ($9M, 229 participants).
Which Other plans cover a similar participant headcount to Visiting Nurse Association of Southeastern Connecticut Pension Plan?
Among Other plans in other states, the closest by covered participants is Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan in FL (166 participants, $2M in assets).