Other · DOL Form 5500 · 2024

Apt Foundation Inc. Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
316
Participants Below avg headcount
70th
Percentile by assets National rank
$61,982
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Apt Foundation, Inc. · Sponsored by Apt Foundation Inc. · Connecticut · Healthcare & Social Assistance

$20M in assets, 316 participants

Apt Foundation Inc.'s 403(b) Thrift Plan of Apt Foundation, Inc. reported $20M in total assets and 316 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #12,590 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

403(b) Thrift Plan of Apt Foundation, Inc. covers 316 participants in Connecticut, about 44% of the average Connecticut filer (state average ~718 per filing). Assets: $20M.

#12,590
in Healthcare & Social Assistance (16,916 peers)
+7.5%
assets growth YoY

403(b) Thrift Plan of Apt Foundation, Inc.'s outsized position by total assets

403(b) Thrift Plan of Apt Foundation, Inc. vs every filed plan by assets

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

$19,586,348 Top 30% higher than 70% 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

403(b) Thrift Plan of Apt Foundation, Inc. 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. 403(b) Thrift Plan of Apt Foundation, Inc. sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan of Apt Foundation, Inc. reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • 403(b) Thrift Plan of Apt Foundation, Inc. end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • 403(b) Thrift Plan of Apt Foundation, Inc. reported participants rose from 308 in the plan year 2023 filing to 316 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 237061218 · Apt Foundation Inc. PY 2024 · Other

403(b) Thrift Plan of Apt Foundation, Inc. · $20M · 316 · 70th

  • RANK $20M
  • PHOTO 316
  • IND 70th
  • EOY Other
  • 5500 near Seattle Art Museum Savings and Retirement Plan
  • ASSETS ind #12590

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 →

403(b) Thrift Plan of Apt Foundation, Inc. in the asset neighbourhood

403(b) Thrift Plan of Apt Foundation, Inc.403(b) Thrift Plan of Apt Fo…$20MSeattle Art Museum Savings and Retirement PlanSeattle Art Museum Savings a…$20MPleasant Valley Hospital Employees' 403(b) PlanPleasant Valley Hospital Emp…$20MGaudenzia 403b Plan$20MSponsors for Educational Opportunity 403(b) PlanSponsors for Educational Opp…$20M
End-of-year total assets ($M) among 403(b) Thrift Plan of Apt Foundation, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN237061218
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apt Foundation Inc.)

Sponsor-wide plan assets over time

All Apt Foundation Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 18.168104747231475% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.6M $19.6M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 304 $17M
2023 1 308 $18M
2024 1 316 $20M

Nearby Other Plans in Connecticut

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

403(b) Thrift Plan of Apt Foundation, Inc. vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants 403(b) Thrift Plan of Apt Foundation, Inc., Total assets ($B): 0.019586348 · Participants: 316403(b) Thrift Plan of Apt Foundation, Inc.Yale 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
403(b) Thrift Plan of Apt Foundation, Inc. vs. nearby Other plans in Connecticut, assets vs. participants
Compare 403(b) Thrift Plan of Apt Foundation, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Apt Foundation, Inc.'s out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Seattle Art Museum Savings and Retirement Plan in WA ($20M); by covered participants it is Wittenberg University Defined Contribution Retirement Plan in OH (316 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (316 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 403(b) Thrift Plan of Apt Foundation, Inc. assets move in 2024? ▼
403(b) Thrift Plan of Apt Foundation, Inc. grew at a solid clip - up 7.5% during 2024, from $18M to $20M. Reported net income was $1M.
How have Apt Foundation Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apt Foundation Inc.'s sponsor-wide assets grew 18.2%, from $17M to $20M.
Which Other plans are similar in size to 403(b) Thrift Plan of Apt Foundation, Inc.? ▼
Among Other plans in other states, the closest by assets is Seattle Art Museum Savings and Retirement Plan in WA ($20M, 353 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Apt Foundation, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Wittenberg University Defined Contribution Retirement Plan in OH (316 participants, $152M 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 237061218.

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.