Other · DOL Form 5500 · 2024
Safe Haven of Greater Wtby, Inc. Retirement Plan
Data updated 2026-08-25
- $891K
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $68,565
- Avg per participant Below avg balance/head
Official DOL plan name: Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity · Sponsored by Safe Haven of Greater Wtby, Inc. · Connecticut · Healthcare & Social Assistance
$891K in assets, 13 participants
Safe Haven of Greater Wtby, Inc.'s Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity reported $891K in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,026 in Healthcare & Social Assistance (16,916 peers)
Safe Haven of Greater Wtby, Inc. multi-year trail
Safe Haven of Greater Wtby, Inc.'s plans moved +19.3% in assets from 2022 to 2024; this filing shows Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity at $891K / 13 participants.
- #3,026
- in Healthcare & Social Assistance (16,916 peers)
- +11.7%
- assets growth YoY
Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity among the smaller filed plans by assets
Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$891,340 22nd percentile higher than 22% 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
Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity reported net income rose from $41K in the plan year 2023 filing to $94K in the plan year 2024 filing.
- Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity end-of-year assets rose from $798K in the plan year 2023 filing to $891K in the plan year 2024 filing.
- Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity reported participants fell from 14 in the plan year 2023 filing to 13 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 060996479 · Safe Haven of Greater Wtby, Inc. PY 2024 · Other
Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity · $891K · 13 · 22nd
- NET $891K
- NET 13
- NET 22nd
- NET Other
- NET near Retina Specialists, PA Vip Plus Ps
- NET ind #3026
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 →
Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity in the asset neighbourhood
Safe Haven of Greater Wtby, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Safe Haven of Greater Wtby, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 19.31173668438891% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 46 | $1M |
| 2023 | 2 | 39 | $1M |
| 2024 | 2 | 36 | $1M |
Safe Haven of Greater Wtby, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $798K |
|---|---|
| Net Assets (End of Year) | $891K |
| Net Income | $94K |
| Employer EIN | 060996479 |
| Plan Effective Date | 1998-01-01 |
| 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
Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Retina Specialists, PA Vip Plus Ps in TX ($902K); by covered participants it is Hilltop Lutheran Neighborhood Center, Inc. 403(b) Plan in DE (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($891K here).
Similar participant headcount
Nearest other-state filings by covered participants (13 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.