Other · DOL Form 5500 · 2024
Avon Old Farms School , Inc. Retirement Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 203
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $276,619
- Avg per participant High balance/head
Official DOL plan name: Avon Old Farms School Defined Contribution Retirement Plan · Sponsored by Avon Old Farms School , Inc. · Connecticut · Educational Services
$56M in assets, 203 participants
Avon Old Farms School , Inc.'s Avon Old Farms School Defined Contribution Retirement Plan reported $56M in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #2,694 in Educational Services (3,638 peers)
Coverage in Connecticut
Avon Old Farms School Defined Contribution Retirement Plan covers 203 participants in Connecticut, about 28% of the average Connecticut filer (state average ~718 per filing). Assets: $56M.
- #2,694
- in Educational Services (3,638 peers)
- +7.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Avon Old Farms School Defined Contribution Retirement Plan's outsized position by total assets
Avon Old Farms School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$56,153,736 Top 15% higher than 85% 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
Avon Old Farms School Defined Contribution 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. Avon Old Farms School Defined Contribution Retirement Plan sits mid-pack in the medium band (203 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Avon Old Farms School Defined Contribution Retirement Plan end-of-year assets rose from $52M in the plan year 2023 filing to $56M in the plan year 2024 filing.
- Avon Old Farms School Defined Contribution Retirement Plan reported participants rose from 193 in the plan year 2023 filing to 203 in the plan year 2024 filing.
- Avon Old Farms School Defined Contribution Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 060655480 · Avon Old Farms School , Inc. PY 2024 · Other
Avon Old Farms School Defined Contribution Retirement Plan · $56M · 203 · 85th
- EIN $56M
- EIN 203
- EIN 85th
- EIN Other
- EIN near Carlow University Defined Contribution Plan
- EIN ind #2694
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 Educational Services retirement plans → · Plans in Connecticut →
Avon Old Farms School Defined Contribution Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $4M |
| Employer EIN | 060655480 |
| Plan Effective Date | 1971-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Avon Old Farms School , Inc.)
Sponsor-wide plan assets over time
All Avon Old Farms School , Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 15.512673777152388% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 147 | $49M |
| 2023 | 1 | 193 | $52M |
| 2024 | 1 | 203 | $56M |
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
Avon Old Farms School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Carlow University Defined Contribution Plan in PA ($56M); by covered participants it is L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in TN (203 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Carlow University Defined Contribution Plan (PA) $56M · 362
- Ringling College of Art and Design Retirement Plan (FL) $56M · 516
- Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees (TN) $56M · 635
- Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan (AZ) $56M · 1,276
Similar participant headcount
Nearest other-state filings by covered participants (203 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.