Other · DOL Form 5500 · 2024

Jerome Home Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
279
Participants Below avg headcount
45th
Percentile by assets National rank
$21,540
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jerome Home 403(b) Plan · Sponsored by Jerome Home · Connecticut · Healthcare & Social Assistance

$6M in assets, 279 participants

Jerome Home's Jerome Home 403(b) Plan reported $6M in total assets and 279 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,332 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

Jerome Home 403(b) Plan covers 279 participants in Connecticut, about 39% of the average Connecticut filer (state average ~718 per filing). Assets: $6M.

#8,332
in Healthcare & Social Assistance (16,916 peers)
+3.2%
assets growth YoY

Jerome Home 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jerome Home 403(b) Plan vs every filed plan by assets

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

$6,009,614 45th percentile higher than 45% 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

Jerome Home 403(b) 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. Jerome Home 403(b) Plan sits mid-pack in the medium band (279 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jerome Home 403(b) Plan reported net income fell from $340K in the plan year 2023 filing to $184K in the plan year 2024 filing.
  • Jerome Home 403(b) Plan reported participants rose from 264 in the plan year 2023 filing to 279 in the plan year 2024 filing.
  • Jerome Home 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 060646690 · Jerome Home PY 2024 · Other

Jerome Home 403(b) Plan · $6M · 279 · 45th

  • PHOTO $6M
  • PHOTO 279
  • PHOTO 45th
  • PHOTO Other
  • PHOTO near After-School All-Stars 403(b) Retirement Plan
  • PHOTO ind #8332

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 →

Jerome Home 403(b) Plan in the asset neighbourhood

Jerome Home 403(b) Plan$6MAfter-School All-Stars 403(b) Retirement PlanAfter-School All-Stars 403(b…$6M403(b) Thrift Plan of Girl Scouts of Greater Atlanta, Inc.403(b) Thrift Plan of Girl S…$6MEarly Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity PlanEarly Learning Coalition of …$6MFellowship Community 403b PlanFellowship Community 403b Pl…$6M
End-of-year total assets ($M) among Jerome Home 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$184K
Employer EIN060646690
Plan Effective Date2015-12-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Jerome Home)

Sponsor-wide plan assets over time

All Jerome Home plans reported in each filing year

Latest sponsor-wide plan assets
$10M 11.238709421414882% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M 202220232024 $8.62M $9.59M ▲ +11.3%
Year Plans Participants Total Assets
2022 2 428 $9M
2023 2 443 $9M
2024 2 449 $10M

Nearby Other Plans in Connecticut

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

Jerome Home 403(b) Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants Jerome Home 403(b) Plan, Total assets ($B): 0.006009614 · Participants: 279Jerome Home 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
Jerome Home 403(b) Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Jerome Home 403(b) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest Other by assets is After-School All-Stars 403(b) Retirement Plan in CA ($6M); by covered participants it is Gospel Light Mennonite Church Medical Aid Plan, Inc 403(b) Plan in OH (279 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (279 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 Jerome Home 403(b) Plan assets move in 2024? ▼
Jerome Home 403(b) Plan edged up modestly - up 3.2% during 2024, from $6M to $6M. Reported net income was $184K.
How have Jerome Home plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jerome Home's sponsor-wide assets grew 11.2%, from $9M to $10M.
Which Other plans are similar in size to Jerome Home 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is After-School All-Stars 403(b) Retirement Plan in CA ($6M, 327 participants).
Which Other plans cover a similar participant headcount to Jerome Home 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Gospel Light Mennonite Church Medical Aid Plan, Inc 403(b) Plan in OH (279 participants, $5M 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 060646690.

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.