Other · DOL Form 5500 · 2022
The Wardlaw-Hartridge School Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 111
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $225,187
- Avg per participant Above avg balance/head
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.
- #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.
- #2,620
- in Educational Services (4,024 peers)
- -10.6%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
Wardlaw-Hartridge School DC Retirement Plan's outsized position by total assets
Wardlaw-Hartridge School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,995,709 Top 20% higher than 80% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Wardlaw-Hartridge School DC Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wardlaw-Hartridge School DC Retirement Plan sits mid-pack in the medium band (111 participants).
Form 5500 schedule snapshot
Filing strip 222109610 · The Wardlaw-Hartridge School PY 2022 · Other
Wardlaw-Hartridge School DC Retirement Plan · $25M · 111 · 80th
- PHOTO $25M
- IND 111
- EOY 80th
- 5500 Other
- ASSETS near Eagle Hill Foundation Inc. 403(b) Plan
- PCT ind #2620
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 New Jersey →
Wardlaw-Hartridge School DC Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Wardlaw-Hartridge School plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 12.540260410296824% vs 2022
- 2024 filing year
| 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.
- 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
Wardlaw-Hartridge School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Eagle Hill Foundation Inc. 403(b) Plan in CT ($25M); by covered participants it is Detroit Educational Television Foundation 403(b) Plan in MI (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- Detroit Educational Television Foundation 403(b) Plan (MI) 111 · 0 off
- National Conference of Bar Examiners 403(b) Plan (WI) 111 · 0 off
- Prokids, Inc. Retirement Plan (IN) 111 · 0 off
- Motivational Services (ME) 111 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.