Other · DOL Form 5500 · 2024
Visiting Nurse Association of Southeastern Connecticut , Inc. Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 82
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $191,157
- Avg per participant Above avg balance/head
Official DOL plan name: Tax Deferred Annuity Plan of Visiting Nurse Association of Southeastern Connecticut · Sponsored by Visiting Nurse Association of Southeastern Connecticut , Inc. · Connecticut · Healthcare & Social Assistance
$16M in assets, 82 participants
Visiting Nurse Association of Southeastern Connecticut , Inc.'s Tax Deferred Annuity Plan of Visiting Nurse Association of Southeastern Connecticut reported $16M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #11,900 in Healthcare & Social Assistance (16,916 peers)
Visiting Nurse Association of Southeastern Connecticut , Inc. multi-year trail
Visiting Nurse Association of Southeastern Connecticut , Inc.'s plans moved +13.6% in assets from 2022 to 2024; this filing shows Tax Deferred Annuity Plan of Visiting Nurse Association of Southeastern Connecticut at $16M / 82 participants.
- #11,900
- in Healthcare & Social Assistance (16,916 peers)
- +5.7%
- assets growth YoY
Tax Deferred Annuity Plan of Visiting Nurse Association of Southeastern Connecticut's mid-pack asset rank among Healthcare & Social Assistance and all filers
Tax Deferred Annuity Plan of Visiting Nurse Association of Southeastern Connecticut vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,674,840 Top 35% higher than 65% 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
Tax Deferred Annuity Plan of Visiting Nurse Association of Southeastern Connecticut among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan of Visiting Nurse Association of Southeastern Connecticut is a small filing (82 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tax Deferred Annuity Plan of Visiting Nurse Association of Southeastern Connecticut reported net income fell from $1M in the plan year 2023 filing to $847K in the plan year 2024 filing.
- Tax Deferred Annuity Plan of Visiting Nurse Association of Southeastern Connecticut end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Tax Deferred Annuity Plan of Visiting Nurse Association of Southeastern Connecticut reported participants fell from 85 in the plan year 2023 filing to 82 in the plan year 2024 filing.
DOL schedule card
Filing strip 060646616 · Visiting Nurse Association of Southeastern Connecticut , Inc. PY 2024 · Other
Tax Deferred Annuity Plan of Visiting Nurse Association of Southeastern Connecticut · $16M · 82 · 65th
- IND $16M
- IND 82
- IND 65th
- IND Other
- IND near Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan
- IND ind #11900
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 →
Tax Deferred Annuity Plan of Visiting Nurse Association of Southeastern Connecticut in the asset neighbourhood
Visiting Nurse Association of Southeastern Connecticut , Inc. multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 238 | $22M |
| 2023 | 2 | 228 | $24M |
| 2024 | 2 | 248 | $25M |
Visiting Nurse Association of Southeastern Connecticut , Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $847K |
| Employer EIN | 060646616 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
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
Tax Deferred Annuity Plan of Visiting Nurse Association of Southeastern Connecticut's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan in NJ ($16M); by covered participants it is The Washington Latin School Defined Contribution Plan in DC (82 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (82 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.