Other · DOL Form 5500 · 2023

The Frederick Gunn School, Incorporated Retirement Plan

Data updated 2026-08-11

$32M
Total assets: 129
Participants: 80th
Percentile by assets: $250,717
Avg per participant

Official DOL plan name: The Frederick Gunn School Defined Contribution Retirement Plan · Sponsored by The Frederick Gunn School, Incorporated · Connecticut · Educational Services

$32M in assets, 129 participants

The Frederick Gunn School, Incorporated's The Frederick Gunn School Defined Contribution Retirement Plan reported $32M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

80th percentile by assets (of 127,072 plans)
#2,462 in Educational Services (3,735 peers)

Coverage in Connecticut

The Frederick Gunn School Defined Contribution Retirement Plan covers 129 participants in Connecticut, about 18% of the average Connecticut filer (state average ~718 per filing). Assets: $32M.

$32M
total plan assets (2023 EOY): 129
covered participants: 80th
percentile by assets (of 127,072 plans): $250,717
avg assets per participant

Where The Frederick Gunn School Defined Contribution Retirement Plan sits by total assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$32,342,552 Top 20% higher than 80% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Frederick Gunn School Defined Contribution Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
The Frederick Gunn School Defined Contribution Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $32M in the plan year 2023 filing.
The Frederick Gunn School Defined Contribution Retirement Plan reported participants rose from 124 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Connecticut

Industry

Educational Services

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. The Frederick Gunn School Defined Contribution Retirement Plan reports 129 participants - about 18% of that state average ($32M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)	$29M
Net Assets (End of Year)	$32M
Net Income	$3M
Employer EIN	060646661
Plan Effective Date	1965-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Frederick Gunn School, Incorporated)

Total plan assets by year, all The Frederick Gunn School, Incorporated plans on file

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

Yale University Retirement Account Plan $7.4B · 12,259
Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.0B · 22,121
Yale University Tax-Deferred 403(b) Savings Plan $840M · 18,754
Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $705M · 2,287
Hartford Healthcare 403(b)Plan $643M · 5,192

Compare The Frederick Gunn School Defined Contri… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Frederick Gunn School Defined Contribution Retirement Plan by total assets, not by location.

Harnett Health System, Inc. Supplemental Retirement 403(b) Plan (NC) $32M · 896
Eden II School for Autistic Children, Inc. Tax-Deferred Annuity Plan (NY) $32M · 340
The David and Lucile Packard Foundation Employee Contribution Retirement Plan (CA) $32M · 89
Pathfinder International Retirement Plan (DC) $32M · 111

Frequently Asked Questions

How did The Frederick Gunn School Defined Contribution Retirement Plan assets move in 2023? ▼

The Frederick Gunn School Defined Contribution Retirement Plan grew at a solid clip - up 10.9% during 2023, from $29M to $32M. Reported net income was $3M.

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 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Harnett Health System, Inc. Supplemental Retirement 403(b) Plan in NC ($32M, 896 participants).

Next read for The Frederick Gunn School Defined Contri…

Filing takeaways

Ways to act on The Frederick Gunn School Defined Contribution Retirement Plan's numbers.

By total assets, The Frederick Gunn School Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
The Frederick Gunn School, Incorporated's sponsor-wide assets have grown 22.1% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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