Other · DOL Form 5500 · 2024

Arc of Southington Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
91
Participants Small participant base
27th
Percentile by assets National rank
$17,703
Avg per participant Low balance/head
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Official DOL plan name: Arc of Southington 403(b) Plan · Sponsored by Arc of Southington · Connecticut · Healthcare & Social Assistance

$2M in assets, 91 participants

Arc of Southington's Arc of Southington 403(b) Plan reported $2M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,122 in Healthcare & Social Assistance (16,916 peers)

Arc of Southington multi-year trail

Arc of Southington's plans moved +75.9% in assets from 2022 to 2024; this filing shows Arc of Southington 403(b) Plan at $2M / 91 participants.

#4,122
in Healthcare & Social Assistance (16,916 peers)
+23.0%
assets growth YoY

Arc of Southington 403(b) Plan among the smaller filed plans by assets

Arc of Southington 403(b) Plan vs every filed plan by assets

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

$1,611,018 27th percentile higher than 27% 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

Arc of Southington 403(b) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Arc of Southington 403(b) Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Arc of Southington 403(b) Plan reported net income fell from $394K in the plan year 2023 filing to $301K in the plan year 2024 filing.
  • Arc of Southington 403(b) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Arc of Southington 403(b) Plan reported participants fell from 117 in the plan year 2023 filing to 91 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 060983817 · Arc of Southington PY 2024 · Other

Arc of Southington 403(b) Plan · $2M · 91 · 27th

  • TYPE $2M
  • NET 91
  • BOOK 27th
  • VS-ST Other
  • BOY near Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan
  • SCH ind #4122

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 →

Arc of Southington 403(b) Plan in the asset neighbourhood

Arc of Southington 403(b) PlanArc of Southington 403(b) Pl…$2MBruce Hersh Cpa Accountancy Corporation Profit Sharing PlanBruce Hersh Cpa Accountancy …$2MNew Vistas 403(b) Plan$2MMayfair Advisory Group 401(k) Profit Sharing PlanMayfair Advisory Group 401(k…$2MEl Valor Corporation 401(k) Savings PlanEl Valor Corporation 401(k) …$2M
End-of-year total assets ($M) among Arc of Southington 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Arc of Southington multi-year asset trail

Sponsor-wide plan assets over time

All Arc of Southington plans reported in each filing year

Latest sponsor-wide plan assets
$2M 75.9358294610046% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.92M $1.61M ▲ +75.0%
Year Plans Participants Total Assets
2022 1 115 $916K
2023 1 117 $1M
2024 1 91 $2M

Arc of Southington filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$301K
Employer EIN060983817
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Connecticut

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

Arc of Southington 403(b) Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants Arc of Southington 403(b) Plan, Total assets ($B): 0.001611018 · Participants: 91Arc of Southington 403(b) 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
Arc of Southington 403(b) Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Arc of Southington 403(b) Plan side-by-side with 3 peers →

Arc of Southington 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan in CA ($2M); by covered participants it is The College Preparatory School 403(b) Defined Contribution Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Arc of Southington 403(b) Plan assets move in 2024? ▼
Arc of Southington 403(b) Plan grew sharply - up 23.0% during 2024, from $1M to $2M. Reported net income was $301K.
How have Arc of Southington plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arc of Southington's sponsor-wide assets grew 75.9%, from $916K to $2M.
Which Other plans are similar in size to Arc of Southington 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan in CA ($2M, 2 participants).
Which Other plans cover a similar participant headcount to Arc of Southington 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The College Preparatory School 403(b) Defined Contribution Plan in CA (91 participants, $50M 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 060983817.

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.