Trustees of the Convent of the Sacred Heart, Inc.403(b)

Trustees of the Convent of the Sacred Heart, Inc.'s 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $70,502,025 across 485 participant accounts, with employer contributions averaging $9,040 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other educational services employers. By assets it is the 250th-largest of 1,106 plans among Connecticut employers on file, and the 705th of 3,091 in educational services. In 2023, the employer put in $1.21 for every $1.00 employees contributed themselves.