Profit Sharing · DOL Form 5500 · 2024

Southeastern Council on Alcoholism & Drug Dependence, Inc Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
244
Participants Below avg headcount
37th
Percentile by assets National rank
$15,650
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc. · Sponsored by Southeastern Council on Alcoholism & Drug Dependence, Inc · Connecticut · Healthcare & Social Assistance

$4M in assets, 244 participants

Southeastern Council on Alcoholism & Drug Dependence, Inc's 403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc. reported $4M in total assets and 244 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,587 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc. covers 244 participants in Connecticut, about 34% of the average Connecticut filer (state average ~718 per filing). Assets: $4M.

#6,587
in Healthcare & Social Assistance (16,916 peers)
+46.6%
assets growth YoY

403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc. vs every filed plan by assets

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

$3,818,509 37th percentile higher than 37% 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 Southeastern Council on Alcoholism & Drug Dependence, 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 Southeastern Council on Alcoholism & Drug Dependence, Inc. sits mid-pack in the medium band (244 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc. end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • 403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc. reported participants rose from 209 in the plan year 2023 filing to 244 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 060860926 · Southeastern Council on Alcoholism & Drug Dependence, Inc PY 2024 · Profit Sharing

403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc. · $4M · 244 · 37th

  • PCT $4M
  • PCT 244
  • PCT 37th
  • PCT Profit Sharing
  • PCT near Kelsch Associates, Inc. (PA) Retirement Plan
  • PCT ind #6587

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 Southeastern Council on Alcoholism & Drug Dependence, Inc. in the asset neighbourhood

403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc.403(b) Thrift Plan of Southe…$4MKelsch Associates, Inc. (PA) Retirement PlanKelsch Associates, Inc. (PA)…$4MRocker Solenoid 401(k) and Profit Sharing PlanRocker Solenoid 401(k) and P…$4MThe Agricultural and Labor Program, Inc. Retirement PlanThe Agricultural and Labor P…$4MHargrove Electric Co., Inc. Profit Sharing PlanHargrove Electric Co., Inc. …$4M
End-of-year total assets ($M) among 403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN060860926
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeastern Council on Alcoholism & Drug Dependence, Inc)

Sponsor-wide plan assets over time

All Southeastern Council on Alcoholism & Drug Dependence, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 186.94046365742463% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.33M $3.82M ▲ +187.2%
Year Plans Participants Total Assets
2022 1 147 $1M
2023 1 209 $3M
2024 1 244 $4M

Nearby Profit Sharing Plans in Connecticut

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

403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc. vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants 403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc., Total assets ($B): 0.003818509 · Participants: 244403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc.North Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.340089089 · Participants: 10631North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.540767273 · Participants: 3179Connecticut Children's Retirement Savings PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.276525817 · Participants: 2660Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.274215777 · Participants: 3043Connecticut Laborers' Annuity PlanBridgeport Hospital Employer Contribution Retirement Plan, Total assets ($B): 0.253791194 · Participants: 4331Bridgeport Hospital Employer Contribution Retirement Plan
403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc. vs. nearby Profit Sharing plans in Connecticut, assets vs. participants

403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc.'s out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Kelsch Associates, Inc. (PA) Retirement Plan in PA ($4M); by covered participants it is San Juan Capestrano 401(k) Plan in PR (244 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (244 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 Southeastern Council on Alcoholism & Drug Dependence, Inc. assets move in 2024?
403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc. surged - up 46.6% during 2024, from $3M to $4M. Reported net income was $1M.
How have Southeastern Council on Alcoholism & Drug Dependence, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Southeastern Council on Alcoholism & Drug Dependence, Inc's sponsor-wide assets grew 186.9%, from $1M to $4M.
Which Profit Sharing plans are similar in size to 403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc.?
Among Profit Sharing plans in other states, the closest by assets is Kelsch Associates, Inc. (PA) Retirement Plan in PA ($4M, 127 participants).
Which Profit Sharing plans cover a similar participant headcount to 403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc.?
Among Profit Sharing plans in other states, the closest by covered participants is San Juan Capestrano 401(k) Plan in PR (244 participants, $3M in assets).