Defined Benefit (Pension) · DOL Form 5500 · 2024

Prospect Waterbury, Inc. Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
303
Participants Below avg headcount
71st
Percentile by assets National rank
$69,421
Avg per participant Below avg balance/head
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Official DOL plan name: Waterbury Hospital Cash Balance Retirement Plan · Sponsored by Prospect Waterbury, Inc. · Connecticut · Healthcare & Social Assistance

$21M in assets, 303 participants

Prospect Waterbury, Inc.'s Waterbury Hospital Cash Balance Retirement Plan reported $21M in total assets and 303 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,790 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

Waterbury Hospital Cash Balance Retirement Plan covers 303 participants in Connecticut, about 42% of the average Connecticut filer (state average ~718 per filing). Assets: $21M.

#12,790
in Healthcare & Social Assistance (16,916 peers)
-4.1%
assets change YoY

The plan reported a net loss of $898K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waterbury Hospital Cash Balance Retirement Plan's outsized position by total assets

Waterbury Hospital Cash Balance Retirement Plan vs every filed plan by assets

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

$21,034,562 Top 29% higher than 71% 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

Waterbury Hospital Cash Balance Retirement 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. Waterbury Hospital Cash Balance Retirement Plan sits mid-pack in the medium band (303 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Waterbury Hospital Cash Balance Retirement Plan reported net income fell from -$604K in the plan year 2023 filing to -$898K in the plan year 2024 filing.
  • Waterbury Hospital Cash Balance Retirement Plan end-of-year assets fell from $22M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 812181470 · Prospect Waterbury, Inc. PY 2024 · Defined Benefit (Pension)

Waterbury Hospital Cash Balance Retirement Plan · $21M · 303 · 71st

  • EOY $21M
  • 5500 303
  • ASSETS 71st
  • PCT Defined Benefit (Pension)
  • EIN near Harnett Health System, Inc. Employees' Pension Plan
  • RANK ind #12790

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 →

Waterbury Hospital Cash Balance Retirement Plan in the asset neighbourhood

The National Board of Boiler and Pressure Vessel Inspectors Pension PlanThe National Board of Boiler…$21MR. G. Barry Corporation Associates' Retirement PlanR. G. Barry Corporation Asso…$21MHarnett Health System, Inc. Employees' Pension PlanHarnett Health System, Inc. …$21MWaterbury Hospital Cash Balance Retirement PlanWaterbury Hospital Cash Bala…$21MThe Fairfield Homes Title Holding Co., Inc. Defined Benefit Pension PlanThe Fairfield Homes Title Ho…$21M
End-of-year total assets ($M) among Waterbury Hospital Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$21M
Net Income-$898K
Employer EIN812181470
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Prospect Waterbury, Inc.)

Sponsor-wide plan assets over time

All Prospect Waterbury, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 4.094089054516271% vs 2023
2024 filing year
$20.5M$21M$21.5M$22M$22.5M 20232024 $21.9M $21M ▼ -4.1%
Year Plans Participants Total Assets
2023 1 306 $22M
2024 1 303 $21M

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Waterbury Hospital Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1001020304050 Total assets ($B) Participants Waterbury Hospital Cash Balance Retirement Plan, Total assets ($B): 0.021034562 · Participants: 303Waterbury Hospital Cash Balance Retirement PlanRtx Consolidated Pension Plan, Total assets ($B): 41.643558189 · Participants: 36180Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 9.993084827 · Participants: 15906The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.763055773 · Participants: 3428Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.242514983 · Participants: 9682Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.395288837 · Participants: 7034The Hartford Retirement Plan for U.S. Employees
Waterbury Hospital Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Waterbury Hospital Cash Balance Retirement Plan side-by-side with 3 peers →

Waterbury Hospital Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Harnett Health System, Inc. Employees' Pension Plan in NC ($21M); by covered participants it is G.I. Associates, LLC Defined Benefit Pension Plan and Trust in WI (303 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (303 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 Waterbury Hospital Cash Balance Retirement Plan assets move in 2024? ▼
Waterbury Hospital Cash Balance Retirement Plan edged down modestly - down 4.1% during 2024, from $22M to $21M. Reported net income was -$898K.
How have Prospect Waterbury, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Prospect Waterbury, Inc.'s sponsor-wide assets declined 4.1%, from $22M to $21M.
Which Defined Benefit (Pension) plans are similar in size to Waterbury Hospital Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Harnett Health System, Inc. Employees' Pension Plan in NC ($21M, 113 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Waterbury Hospital Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is G.I. Associates, LLC Defined Benefit Pension Plan and Trust in WI (303 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 812181470.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.