Other
2022 plan-year Other DOL Form 5500

The Frederick Gunn School Defined Contribution Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by The Frederick Gunn School, Incorporated Β· Connecticut Β· Educational Services

What the 2023 filing shows

The Frederick Gunn School Defined Contribution Retirement Plan holds $29M for 124 participants - about $235,147 per participant, down 15.1% over the 2022 plan year.

$29M
total plan assets (2022 EOY)
124
covered participants
$235,147
avg assets per participant
-15.1%
assets change YoY

The plan reported a net loss of $5M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$29M
Participants
124
State
Industry
Educational Services

What the Filing Says About The Frederick Gunn School Defined Contribution Retirement Plan

The Frederick Gunn School Defined Contribution Retirement Plan is a Other retirement plan sponsored by The Frederick Gunn School, Incorporated, headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $29M in total end-of-year assets and covers 124 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 060646661, and the plan has been effective since 1965-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $34M at the beginning of 2022 to $29M at year-end β€” a decline of 15.1%. Net assets (after liabilities) closed the year at $29M, with reported net income of $-5,201,278 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$34M
Total Assets (End of Year)$29M
Net Assets (End of Year)$29M
Net Income$-5,201,278
Plan TypeOther
Employer EIN060646661
Plan Effective Date1965-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Frederick Gunn School, Incorporated)

Year Plans Participants Total Assets
2022 1 124 $29M
2023 1 129 $32M
2024 1 135 $36M

Nearby Other Plans in Connecticut

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

Frequently Asked Questions

How much money is in the The Frederick Gunn School Defined Contribution Retirement Plan?
As of the 2022 Form 5500 filing, The Frederick Gunn School Defined Contribution Retirement Plan holds $29M in total assets with 124 participants. It is sponsored by The Frederick Gunn School, Incorporated.
What type of plan is The Frederick Gunn School Defined Contribution Retirement Plan?
The Frederick Gunn School Defined Contribution Retirement Plan is a Other plan. It has been effective since 1965-08-01. The plan is filed with the U.S. Department of Labor under EIN 060646661.
Who sponsors the The Frederick Gunn School Defined Contribution Retirement Plan?
The Frederick Gunn School Defined Contribution Retirement Plan is sponsored by The Frederick Gunn School, Incorporated, located in Connecticut. The sponsor's EIN is 060646661 and the plan operates in the Educational Services industry.
How did The Frederick Gunn School Defined Contribution Retirement Plan perform in 2022?
The Frederick Gunn School Defined Contribution Retirement Plan declined by 15.1% during 2022, moving from $34M to $29M in total assets. Net income was $-5,201,278.
Where can I find official filings for The Frederick Gunn School Defined Contribution Retirement Plan?
Official Form 5500 filings for The Frederick Gunn School Defined Contribution Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 060646661 or plan name at efast.dol.gov.
How does The Frederick Gunn School Defined Contribution Retirement Plan compare to other plans?
You can compare The Frederick Gunn School Defined Contribution Retirement Plan against other Other plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) β€” original filing retrieval by EIN 060646661.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.