Other · DOL Form 5500 · 2022

The Frederick Gunn School, Incorporated Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
124
Participants Small participant base
82nd
Percentile by assets National rank
$235,147
Avg per participant Above avg balance/head
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Official DOL plan name: The Frederick Gunn School Defined Contribution Retirement Plan · Sponsored by The Frederick Gunn School, Incorporated · Connecticut · Educational Services

$29M in assets, 124 participants

The Frederick Gunn School, Incorporated's The Frederick Gunn School Defined Contribution Retirement Plan reported $29M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,750 in Educational Services (4,024 peers)

Coverage in Connecticut

The Frederick Gunn School Defined Contribution Retirement Plan covers 124 participants in Connecticut, about 17% of the average Connecticut filer (state average ~718 per filing). Assets: $29M.

#2,750
in Educational Services (4,024 peers)
-15.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

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

The Frederick Gunn School Defined Contribution Retirement Plan's outsized position by total assets

The Frederick Gunn School Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$29,158,260 Top 18% higher than 82% of 139,123 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 2022

The Frederick Gunn School Defined Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Frederick Gunn School Defined Contribution Retirement Plan sits mid-pack in the medium band (124 participants).

DOL schedule card

Filing strip 060646661 · The Frederick Gunn School, Incorporated PY 2022 · Other

The Frederick Gunn School Defined Contribution Retirement Plan · $29M · 124 · 82nd

  • EOY $29M
  • EOY 124
  • EOY 82nd
  • EOY Other
  • EOY near Childserve Employee Retirement Plan
  • EOY ind #2750

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 →

The Frederick Gunn School Defined Contribution Retirement Plan in the asset neighbourhood

Sweetser 403(b) Employees Savings PlanSweetser 403(b) Employees Sa…$29MCentral Virginia Health Services Inc. Tax Shelter Annuity Retirement PlanCentral Virginia Health Serv…$29MThe Frederick Gunn School Defined Contribution Retirement PlanThe Frederick Gunn School De…$29MChildserve Employee Retirement PlanChildserve Employee Retireme…$29MThe Hurley Clinic 403(b) Retirement PlanThe Hurley Clinic 403(b) Ret…$29M
End-of-year total assets ($M) among The Frederick Gunn School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

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

Sponsor Plan History (The Frederick Gunn School, Incorporated)

Sponsor-wide plan assets over time

All The Frederick Gunn School, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$36M 22.10637740386429% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $29.2M $35.6M ▲ +22.1%
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, same state, same plan type, ranked by total assets.

The Frederick Gunn School Defined Contribution Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants The Frederick Gunn School Defined Contribution Retirement Plan, Total assets ($B): 0.02915826 · Participants: 124The Frederick Gunn School Defined Contribution Retirement PlanYale University Retirement Account Plan, Total assets ($B): 6.417767985 · Participants: 11281Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare 403(b)Plan
The Frederick Gunn School Defined Contribution Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare The Frederick Gunn School Defined Contribution Retirement Plan side-by-side with 3 peers →

The Frederick Gunn School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Childserve Employee Retirement Plan in IA ($29M); by covered participants it is Town School for Boys DC Retirement Plan in CA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Frederick Gunn School Defined Contribution Retirement Plan assets move in 2022? ▼
The Frederick Gunn School Defined Contribution Retirement Plan declined sharply - down 15.1% during 2022, from $34M to $29M. Reported net income was -$5M.
How have The Frederick Gunn School, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Frederick Gunn School, Incorporated's sponsor-wide assets grew 22.1%, from $29M to $36M.
Where does The Frederick Gunn School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The Frederick Gunn School Defined Contribution Retirement Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Frederick Gunn School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Childserve Employee Retirement Plan in IA ($29M, 1,435 participants).
Which Other plans cover a similar participant headcount to The Frederick Gunn School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Town School for Boys DC Retirement Plan in CA (124 participants, $33M in assets).

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) - original filing retrieval by EIN 060646661.

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.