Other · DOL Form 5500 · 2022
The Wardlaw-Hartridge School Retirement Plan
Data updated 2026-08-11
- $25M
- Total assets
- 111
- Participants
- 80th
- Percentile by assets
- $225,187
- Avg per participant
Official DOL plan name: Wardlaw-Hartridge School DC Retirement Plan · Sponsored by The Wardlaw-Hartridge School · New Jersey · Educational Services
$25M in assets, 111 participants
The Wardlaw-Hartridge School's Wardlaw-Hartridge School DC Retirement Plan reported $25M in total assets and 111 participants in its 2022 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.
- 80th percentile by assets (of 139,126 plans)
- #2,620 in Educational Services (4,024 peers)
Coverage in New Jersey
Wardlaw-Hartridge School DC Retirement Plan covers 111 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $25M.
- $25M
- total plan assets (2022 EOY)
- 111
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $225,187
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Wardlaw-Hartridge School DC Retirement Plan reports 111 participants - about 13% of that state average ($25M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$3M |
| Employer EIN | 222109610 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Wardlaw-Hartridge School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $25M |
| 2023 | 1 | 117 | $28M |
| 2024 | 1 | 113 | $28M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
Wardlaw-Hartridge School DC Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.6B · 18,619
- Princeton University Retirement Savings Plan $1.3B · 7,627
- Rwjbarnabas Health 403(b) Savings Plan $1.2B · 29,563
- Educational Testing Service 403(b) Retirement Savings Plan $822M · 3,797
- Atlantic Health System 403(b) Retirement Savings Plan $759M · 19,041
Similar-Sized Other Plans Nationally
Other plans in other states closest to Wardlaw-Hartridge School DC Retirement Plan by total assets, not by location.
- Eagle Hill Foundation Inc. 403(b) Plan (CT) $25M · 112
- Hudson Hospital, Inc. 403(b) Plan (MN) $25M · 398
- United Methodist Homes 403 B Plan (NY) $25M · 905
- Rural Community Assistance Corporation DC Retirement Plan (CA) $25M · 188
Frequently Asked Questions
How did Wardlaw-Hartridge School DC Retirement Plan assets move in 2022? ▼
How have The Wardlaw-Hartridge School plan assets changed over time? ▼
Where does Wardlaw-Hartridge School DC Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Wardlaw-Hartridge School DC Retirement Plan? ▼
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Filing takeaways
Ways to act on Wardlaw-Hartridge School DC Retirement Plan's numbers.
- By total assets, Wardlaw-Hartridge School DC Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New Jersey. Compare plans
- The Wardlaw-Hartridge School's sponsor-wide assets have grown 12.5% since 2022 across 3 plan years on file. More Educational Services plans