Other · DOL Form 5500 · 2022
Godfrey Memorial Library Retirement Plan
Data updated 2026-08-25
- $51K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $50,636
- Avg per participant Low balance/head
Official DOL plan name: Godfrey Memorial Library Tax Deferred Annuity Plan · Sponsored by Godfrey Memorial Library · Connecticut · Arts, Entertainment & Recreation
$51K in assets, 1 participants
Godfrey Memorial Library's Godfrey Memorial Library Tax Deferred Annuity Plan reported $51K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 4th 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.
- #290 in Arts, Entertainment & Recreation (3,077 peers)
2022 asset change
Godfrey Memorial Library Tax Deferred Annuity Plan declined sharply 15.3% in 2022 ($60K → $51K) for 1 participant.
- #290
- in Arts, Entertainment & Recreation (3,077 peers)
- -15.3%
- assets change YoY
The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Godfrey Memorial Library Tax Deferred Annuity Plan among the smaller filed plans by assets
Godfrey Memorial Library Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$50,636 4th percentile higher than 4% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Godfrey Memorial Library Tax Deferred Annuity Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Godfrey Memorial Library Tax Deferred Annuity Plan is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 060655485 · Godfrey Memorial Library PY 2022 · Other
Godfrey Memorial Library Tax Deferred Annuity Plan · $51K · 1 · 4th
- BOY $51K
- BOY 1
- BOY 4th
- BOY Other
- BOY near Morrow Valley Ranch Investment Plan
- BOY ind #290
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 Connecticut →
Godfrey Memorial Library Tax Deferred Annuity Plan in the asset neighbourhood
Godfrey Memorial Library years around the 2022 move
Sponsor-wide plan assets over time
All Godfrey Memorial Library plans reported in each filing year
- Latest sponsor-wide plan assets
- $49K 2.7668062248202863% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $51K |
| 2023 | 1 | 1 | $51K |
| 2024 | 1 | 1 | $49K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $60K |
|---|---|
| Net Assets (End of Year) | $51K |
| Net Income | -$9K |
| Employer EIN | 060655485 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
Godfrey Memorial Library Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Morrow Valley Ranch Investment Plan in MO ($50K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51K here).
- Morrow Valley Ranch Investment Plan (MO) $50K · N/A
- The Supplemental Executive Retirement Program (Serp) for Officers of American Airlines, Inc. as Amended and Restated (TX) $52K · 2
- Ncta Education Foundation, Inc Tax Deferred Annuity Plan (DC) $54K · 2
- Farmworkers Institute for Education and Leadership Development 403(b) Plan (CA) $56K · 182
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- James Nola Investment Trust (FL) 1 · 0 off
- Partnerships for Minnesota Futures DC Plan (MN) 1 · 0 off
- Lucky View Enterprises 401(k) Profit Sharing (MI) 1 · 0 off
- Gramly & Associates Inc Retirement Paln (WI) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.