Other · DOL Form 5500 · 2023

Clifford W. Beers Guidance Clinic, Inc. Retirement Plan

Data updated 2026-08-11

$8M
Total assets
236
Participants
53rd
Percentile by assets
$31,966
Avg per participant
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Official DOL plan name: 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. · Sponsored by Clifford W. Beers Guidance Clinic, Inc. · Connecticut · Healthcare & Social Assistance

$8M in assets, 236 participants

Clifford W. Beers Guidance Clinic, Inc.'s 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. reported $8M in total assets and 236 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • 53rd percentile by assets (of 127,072 plans)
  • #10,256 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. covers 236 participants in Connecticut, about 33% of the average Connecticut filer (state average ~718 per filing). Assets: $8M.

$8M
total plan assets (2023 EOY)
236
covered participants
53rd
percentile by assets (of 127,072 plans)
$31,966
avg assets per participant

Where 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. sits by total assets

403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. vs every filed plan by assets

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

$7,544,040 Top 47% higher than 53% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. reported participants rose from 105 in the plan year 2022 filing to 236 in the plan year 2023 filing.
  • 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. reported net income fell from $1M in the plan year 2022 filing to $683K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Connecticut
Industry
Healthcare & Social Assistance

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. reports 236 participants - about 33% of that state average ($8M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$683K
Employer EIN060646757
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clifford W. Beers Guidance Clinic, Inc.)

$6M$6.5M$7M$7.5M$8M 202220232024 $6.86M $6.58M ▼ -4.1%
Total plan assets by year, all Clifford W. Beers Guidance Clinic, Inc. plans on file
Year Plans Participants Total Assets
2022 1 105 $7M
2023 1 236 $8M
2024 1 242 $7M

Nearby Other Plans in Connecticut

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

403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants 403(b) Thrift Plan o…, Total assets ($B): 0.00754404 · Participants: 236403(b) Thrift Plan o…Yale University Reti…, Total assets ($B): 7.406887292 · Participants: 12259Yale University Reti…Yale-New Haven Hospi…, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospi…Yale University Tax-…, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-…Nuvance Health 403(b…, Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b…Hartford Healthcare …, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare …
403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. vs. nearby Other plans in Connecticut, assets vs. participants
Compare 403(b) Thrift Plan of Clifford W. Beers … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. by total assets, not by location.

Frequently Asked Questions

How did 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. assets move in 2023? ▼
403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. grew at a solid clip - up 10.0% during 2023, from $7M to $8M. Reported net income was $683K.
How have Clifford W. Beers Guidance Clinic, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clifford W. Beers Guidance Clinic, Inc.'s sponsor-wide assets declined 4.1%, from $7M to $7M.
Which Other plans are similar in size to 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc.? ▼
Among Other plans in other states, the closest by assets is The Posse Foundation Retirement Savings Plan in NY ($8M, 167 participants).

Next read for 403(b) Thrift Plan of Clifford W. Beers …

Filing takeaways

Ways to act on 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc.'s numbers.

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 060646757.

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.