Other · DOL Form 5500 · 2022

United States Golf Association Retirement Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
302
Participants Below avg headcount
90th
Percentile by assets National rank
$219,334
Avg per participant Above avg balance/head
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Official DOL plan name: The United States Golf Association Tax Deferred Annuity Plan · Sponsored by United States Golf Association · New Jersey · Arts, Entertainment & Recreation

$66M in assets, 302 participants

United States Golf Association's The United States Golf Association Tax Deferred Annuity Plan reported $66M in total assets and 302 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,924 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in New Jersey

The United States Golf Association Tax Deferred Annuity Plan covers 302 participants in New Jersey, about 36% of the average New Jersey filer (state average ~844 per filing). Assets: $66M.

#2,924
in Arts, Entertainment & Recreation (3,077 peers)
-17.4%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The United States Golf Association Tax Deferred Annuity Plan's outsized position by total assets

The United States Golf Association Tax Deferred Annuity Plan vs every filed plan by assets

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

$66,238,733 Top 10% higher than 90% 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 United States Golf Association Tax Deferred Annuity 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 United States Golf Association Tax Deferred Annuity Plan sits mid-pack in the medium band (302 participants).

EBSA filing schedule strip

Filing strip 131427105 · United States Golf Association PY 2022 · Other

The United States Golf Association Tax Deferred Annuity Plan · $66M · 302 · 90th

  • PCT $66M
  • EIN 302
  • RANK 90th
  • PHOTO Other
  • IND near Holzer Health System 403b Plan
  • EOY ind #2924

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 Arts, Entertainment & Recreation retirement plans → · Plans in New Jersey →

The United States Golf Association Tax Deferred Annuity Plan in the asset neighbourhood

Holzer Health System 403b PlanHolzer Health System 403b Pl…$66MThe United States Golf Association Tax Deferred Annuity PlanThe United States Golf Assoc…$66MSheppard Pratt Health System Tax Sheltered Annuity ProgramSheppard Pratt Health System…$66MFlint Hill 403(b) DC and Tda PlanFlint Hill 403(b) DC and Tda…$66MWindward School Retirement PlanWindward School Retirement P…$66M
End-of-year total assets ($M) among The United States Golf Association Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$66M
Net Income-$14M
Employer EIN131427105
Plan Effective Date1991-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United States Golf Association)

Sponsor-wide plan assets over time

All United States Golf Association plans reported in each filing year

Latest sponsor-wide plan assets
$95M 30.933328455049963% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $137M $94.8M ▼ -30.9%
Year Plans Participants Total Assets
2022 3 655 $137M
2023 3 724 $166M
2024 1 349 $95M

Nearby Other Plans in New Jersey

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

The United States Golf Association Tax Deferred Annuity Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants The United States Golf Association Tax Deferred Annuity Plan, Total assets ($B): 0.066238733 · Participants: 302The United States Golf Association Tax Deferred Annuity PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.561034783 · Participants: 18619Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.313612581 · Participants: 7627Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.156327651 · Participants: 29563Rwjbarnabas Health 403(b) Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.821857381 · Participants: 3797Educational Testing Service 403(b) Retirement Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 0.759079123 · Participants: 19041Atlantic Health System 403(b) Retirement Savings Plan
The United States Golf Association Tax Deferred Annuity Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare The United States Golf Association Tax Deferred Annuity Plan side-by-side with 3 peers →

The United States Golf Association Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Holzer Health System 403b Plan in OH ($66M); by covered participants it is Advanced Technology International 403(b) Retirement Plan in SC (302 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (302 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 United States Golf Association Tax Deferred Annuity Plan assets move in 2022? ▼
The United States Golf Association Tax Deferred Annuity Plan declined sharply - down 17.4% during 2022, from $80M to $66M. Reported net income was -$14M.
How have United States Golf Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United States Golf Association's sponsor-wide assets declined 30.9%, from $137M to $95M.
Where does The United States Golf Association Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
The United States Golf Association Tax Deferred Annuity Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The United States Golf Association Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Holzer Health System 403b Plan in OH ($66M, 2,498 participants).
Which Other plans cover a similar participant headcount to The United States Golf Association Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Advanced Technology International 403(b) Retirement Plan in SC (302 participants, $39M 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 131427105.

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.