Other · DOL Form 5500 · 2023
The Frederick Gunn School, Incorporated Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 129
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $250,717
- Avg per participant Above avg balance/head
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.
- #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.
- #2,462
- in Educational Services (3,735 peers)
- +10.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
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 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 among mid-size filed plans by headcount
Plan-year 2023 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 (129 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
DOL schedule card
Filing strip 060646661 · The Frederick Gunn School, Incorporated PY 2023 · Other
The Frederick Gunn School Defined Contribution Retirement Plan · $32M · 129 · 80th
- EBSA $32M
- EBSA 129
- EBSA 80th
- EBSA Other
- EBSA near Harnett Health System, Inc. Supplemental Retirement 403(b) Plan
- EBSA ind #2462
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
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)
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
| 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.
- 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
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 Harnett Health System, Inc. Supplemental Retirement 403(b) Plan in NC ($32M); by covered participants it is Joseph Kushner Hebrew Academy 403(b) DC Plan in NJ (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.