Other · DOL Form 5500 · 2023

United States Golf Association Retirement Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
333
Participants Below avg headcount
90th
Percentile by assets National rank
$241,598
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

$80M in assets, 333 participants

United States Golf Association's The United States Golf Association Tax Deferred Annuity Plan reported $80M in total assets and 333 participants in its 2023 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.

  • #2,790 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New Jersey

The United States Golf Association Tax Deferred Annuity Plan covers 333 participants in New Jersey, about 39% of the average New Jersey filer (state average ~844 per filing). Assets: $80M.

#2,790
in Arts, Entertainment & Recreation (2,945 peers)
+21.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$80,452,280 Top 10% higher than 90% of 127,068 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 2023

The United States Golf Association Tax Deferred Annuity 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 United States Golf Association Tax Deferred Annuity Plan sits mid-pack in the medium band (333 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The United States Golf Association Tax Deferred Annuity Plan reported net income rose from -$14M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • The United States Golf Association Tax Deferred Annuity Plan end-of-year assets rose from $66M in the plan year 2022 filing to $80M in the plan year 2023 filing.
  • The United States Golf Association Tax Deferred Annuity Plan reported participants rose from 302 in the plan year 2022 filing to 333 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 131427105 · United States Golf Association PY 2023 · Other

The United States Golf Association Tax Deferred Annuity Plan · $80M · 333 · 90th

  • IND $80M
  • IND 333
  • IND 90th
  • IND Other
  • IND near Lynn University Defined Contribution Retirement Plan
  • IND ind #2790

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

New England Institute of Technology Tax Sheltered Annuity Matching PlanNew England Institute of Tec…$81MLynn University Defined Contribution Retirement PlanLynn University Defined Cont…$80MThe United States Golf Association Tax Deferred Annuity PlanThe United States Golf Assoc…$80MHeywood Hospital Employee Retirement Savings PlanHeywood Hospital Employee Re…$80MGroton School 403(b) Defined Contribution Retirement PlanGroton School 403(b) Defined…$80M
End-of-year total assets ($M) among The United States Golf Association Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$80M
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 -0.500.511.522.5 Total assets ($B) Participants The United States Golf Association Tax Deferred Annuity Plan, Total assets ($B): 0.08045228 · Participants: 333The United States Golf Association Tax Deferred Annuity PlanPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic 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 Lynn University Defined Contribution Retirement Plan in FL ($80M); by covered participants it is Big Sandy Health Care, Inc Tax Deferred Annuity Plan in KY (333 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (333 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.

Frequently Asked Questions

How did The United States Golf Association Tax Deferred Annuity Plan assets move in 2023? ▼
The United States Golf Association Tax Deferred Annuity Plan grew sharply - up 21.5% during 2023, from $66M to $80M. 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 127,072 plans that reported assets for plan year 2023 (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 Lynn University Defined Contribution Retirement Plan in FL ($80M, 521 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 Big Sandy Health Care, Inc Tax Deferred Annuity Plan in KY (333 participants, $15M in assets).

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 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.