Other · DOL Form 5500 · 2024

The Frederick Gunn School, Incorporated Retirement Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
135
Participants Small participant base
80th
Percentile by assets National rank
$263,734
Avg per participant High balance/head
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Official DOL plan name: The Frederick Gunn School Defined Contribution Retirement Plan · Sponsored by The Frederick Gunn School, Incorporated · Connecticut · Educational Services

$36M in assets, 135 participants

The Frederick Gunn School, Incorporated's The Frederick Gunn School Defined Contribution Retirement Plan reported $36M in total assets and 135 participants in its 2024 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.

  • #2,380 in Educational Services (3,638 peers)

Coverage in Connecticut

The Frederick Gunn School Defined Contribution Retirement Plan covers 135 participants in Connecticut, about 19% of the average Connecticut filer (state average ~718 per filing). Assets: $36M.

#2,380
in Educational Services (3,638 peers)
+10.1%
assets growth YoY
0.4×
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 2024 · DOL Form 5500

$35,604,095 Top 20% higher than 80% of 123,620 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 2024

The Frederick Gunn School Defined Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 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 (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Frederick Gunn School Defined Contribution Retirement Plan end-of-year assets rose from $32M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • The Frederick Gunn School Defined Contribution Retirement Plan reported participants rose from 129 in the plan year 2023 filing to 135 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 060646661 · The Frederick Gunn School, Incorporated PY 2024 · Other

The Frederick Gunn School Defined Contribution Retirement Plan · $36M · 135 · 80th

  • ASSETS $36M
  • ASSETS 135
  • ASSETS 80th
  • ASSETS Other
  • ASSETS near Nicholas H. Noyes Tax Sheltered Savings Plan
  • ASSETS ind #2380

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

The Frederick Gunn School Defined Contribution Retirement PlanThe Frederick Gunn School De…$36MNicholas H. Noyes Tax Sheltered Savings PlanNicholas H. Noyes Tax Shelte…$36MHarrisburg University of Science & Technology 403(b) PlanHarrisburg University of Sci…$36MThe Harley School DC Plan$36MChildfund International, USA 403(b) Tax Deferred Annuity PlanChildfund International, USA…$36M
End-of-year total assets ($M) among The Frederick Gunn School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$36M
Net Income$3M
Employer EIN060646661
Plan Effective Date1965-08-01
Filing StatusFILING 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
$28M$30M$32M$34M$36M$38M 202220232024 $29.2M $35.6M ▲ +22.1%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants The Frederick Gunn School Defined Contribution Retirement Plan, Total assets ($B): 0.035604095 · Participants: 135The Frederick Gunn School Defined Contribution Retirement PlanYale University Retirement Account Plan, Total assets ($B): 8.343162149 · Participants: 13197Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 2.311493523 · Participants: 22447Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.873939522 · Participants: 20269Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.746080453 · Participants: 2323Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Wesleyan University Retirement Plan, Total assets ($B): 0.688145628 · Participants: 1714Wesleyan University Retirement Plan
The Frederick Gunn School Defined Contribution Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare The Frederick Gunn School Defined Contribution Retirement Plan side-by-side with 3 peers →

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 Nicholas H. Noyes Tax Sheltered Savings Plan in NY ($36M); by covered participants it is Franklin W. Olin College of Engineering 403(b) Retirement Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Frederick Gunn School Defined Contribution Retirement Plan assets move in 2024? ▼
The Frederick Gunn School Defined Contribution Retirement Plan grew at a solid clip - up 10.1% during 2024, from $32M to $36M. 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 123,622 plans that reported assets for plan year 2024 (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 Nicholas H. Noyes Tax Sheltered Savings Plan in NY ($36M, 531 participants).
Which Other plans cover a similar participant headcount to The Frederick Gunn School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Franklin W. Olin College of Engineering 403(b) Retirement Plan in MA (135 participants, $69M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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

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.