Other · DOL Form 5500 · 2024

Pomperaug Woods, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
147
Participants Small participant base
35th
Percentile by assets National rank
$21,721
Avg per participant Low balance/head
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Official DOL plan name: Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan · Sponsored by Pomperaug Woods, Inc. · Connecticut · Healthcare & Social Assistance

$3M in assets, 147 participants

Pomperaug Woods, Inc.'s Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan reported $3M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #5,984 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan covers 147 participants in Connecticut, about 20% of the average Connecticut filer (state average ~718 per filing). Assets: $3M.

#5,984
in Healthcare & Social Assistance (16,916 peers)
+12.1%
assets growth YoY

Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan vs every filed plan by assets

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

$3,192,971 35th percentile higher than 35% 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

Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity 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. Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan reported net income fell from $468K in the plan year 2023 filing to $346K in the plan year 2024 filing.
  • Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan reported participants rose from 130 in the plan year 2023 filing to 147 in the plan year 2024 filing.
  • Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061073286 · Pomperaug Woods, Inc. PY 2024 · Other

Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan · $3M · 147 · 35th

  • IND $3M
  • EOY 147
  • 5500 35th
  • ASSETS Other
  • PCT near Genesee Education Consultant Svcs, Inc. 403b
  • EIN ind #5984

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 →

Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan in the asset neighbourhood

Brunswick Harley Davidson, Inc Profit Sharing PlanBrunswick Harley Davidson, I…$3M403(b) Thrift Plan of Goodwill of the Southern Alleghenies403(b) Thrift Plan of Goodwi…$3MPomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity PlanPomperaug Woods, Inc. Intern…$3MGenesee Education Consultant Svcs, Inc. 403bGenesee Education Consultant…$3MThe Fort Wayne Rescue Mission Ministries Inc. 403(b) PlanThe Fort Wayne Rescue Missio…$3M
End-of-year total assets ($M) among Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$346K
Employer EIN061073286
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pomperaug Woods, Inc.)

Sponsor-wide plan assets over time

All Pomperaug Woods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 34.19983305775815% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.38M $3.19M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 125 $2M
2023 1 130 $3M
2024 1 147 $3M

Nearby Other Plans in Connecticut

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

Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan, Total assets ($B): 0.003192971 · Participants: 147Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity 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
Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan side-by-side with 3 peers →

Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Genesee Education Consultant Svcs, Inc. 403b in MI ($3M); by covered participants it is Lawrence Academy Retirement Plan in MA (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan assets move in 2024? ▼
Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan grew at a solid clip - up 12.1% during 2024, from $3M to $3M. Reported net income was $346K.
How have Pomperaug Woods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pomperaug Woods, Inc.'s sponsor-wide assets grew 34.2%, from $2M to $3M.
Which Other plans are similar in size to Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Genesee Education Consultant Svcs, Inc. 403b in MI ($3M, 1,045 participants).
Which Other plans cover a similar participant headcount to Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Lawrence Academy Retirement Plan in MA (147 participants, $35M 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 061073286.

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.