Other · DOL Form 5500 · 2023

Clifford W. Beers Guidance Clinic, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
236
Participants Below avg headcount
53rd
Percentile by assets National rank
$31,966
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#10,256
in Healthcare & Social Assistance (17,684 peers)
+10.0%
assets growth YoY

403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

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 $2,050,000,000 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

403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. 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. 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. sits mid-pack in the medium band (236 participants).

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 →

Published 5500 schedule card

Filing strip 060646757 · Clifford W. Beers Guidance Clinic, Inc. PY 2023 · Other

403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. · $8M · 236 · 53rd

  • BOY $8M
  • SCH 236
  • EBSA 53rd
  • PART Other
  • TYPE near The Posse Foundation Retirement Savings Plan
  • NET ind #10256

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. in the asset neighbourhood

403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc.403(b) Thrift Plan of Cliffo…$8MThe Posse Foundation Retirement Savings PlanThe Posse Foundation Retirem…$8MTitusville Area Hospital Tsa Annuity PlanTitusville Area Hospital Tsa…$8MTeachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside SchoolTeachers Insurance & Annuity…$8MThe Places for People Inc. Employees Retirement PlanThe Places for People Inc. E…$8M
End-of-year total assets ($M) among 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Clifford W. Beers Guidance Clinic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 4.140304572286543% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.86M $6.58M ▼ -4.1%
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 ($B) Participants 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc., Total assets ($B): 0.00754404 · Participants: 236403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc.Yale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
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 Guidance Clinic, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc.'s out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is The Posse Foundation Retirement Savings Plan in NY ($8M); by covered participants it is Springside Chestnut Hill Academy 403(b) Retirement Plan in PA (236 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (236 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 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).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Springside Chestnut Hill Academy 403(b) Retirement Plan in PA (236 participants, $81M 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 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.