Other · DOL Form 5500 · 2024

Clifford W. Beers Guidance Clinic, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
242
Participants Below avg headcount
47th
Percentile by assets National rank
$27,176
Avg per participant Low balance/head
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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

$7M in assets, 242 participants

Clifford W. Beers Guidance Clinic, Inc.'s 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. reported $7M in total assets and 242 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #8,696 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. covers 242 participants in Connecticut, about 34% of the average Connecticut filer (state average ~718 per filing). Assets: $7M.

#8,696
in Healthcare & Social Assistance (16,916 peers)
+10.7%
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 2024 · DOL Form 5500

$6,576,649 47th percentile higher than 47% 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

403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. 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. 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. end-of-year assets fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. reported net income fell from $683K in the plan year 2023 filing to $638K in the plan year 2024 filing.
  • 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. reported participants rose from 236 in the plan year 2023 filing to 242 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 060646757 · Clifford W. Beers Guidance Clinic, Inc. PY 2024 · Other

403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. · $7M · 242 · 47th

  • VS-ST $7M
  • BOY 242
  • SCH 47th
  • EBSA Other
  • PART near Trinity Anglican Seminary Retirement Plan 3
  • TYPE ind #8696

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

Family Development Services Inc. 403b Retirement PlanFamily Development Services …$7MBottom Line 403(b) Plan$7M403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc.403(b) Thrift Plan of Cliffo…$7MTrinity Anglican Seminary Retirement Plan 3Trinity Anglican Seminary Re…$7M403b Thrift Plan of Adams Brown Counties Economic Opportunities Inc403b Thrift Plan of Adams Br…$7M
End-of-year total assets ($M) among 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$638K
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 -20246810 Total assets ($B) Participants 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc., Total assets ($B): 0.006576649 · Participants: 242403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc.Yale 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
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 Trinity Anglican Seminary Retirement Plan 3 in PA ($7M); by covered participants it is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (242 participants). Same-state nearby plans are listed separately above.

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 403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. assets move in 2024? ▼
403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc. grew at a solid clip - up 10.7% during 2024, from $6M to $7M. Reported net income was $638K.
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 Trinity Anglican Seminary Retirement Plan 3 in PA ($7M, 38 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 Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (242 participants, $108M 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 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.