Other · DOL Form 5500 · 2022

Caldwell University Retirement Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
178
Participants Small participant base
89th
Percentile by assets National rank
$303,032
Avg per participant High balance/head
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Official DOL plan name: Caldwell University Defined Contribution Retirement Plan · Sponsored by Caldwell University · New Jersey · Educational Services

$54M in assets, 178 participants

Caldwell University's Caldwell University Defined Contribution Retirement Plan reported $54M in total assets and 178 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,177 in Educational Services (4,024 peers)

Coverage in New Jersey

Caldwell University Defined Contribution Retirement Plan covers 178 participants in New Jersey, about 21% of the average New Jersey filer (state average ~844 per filing). Assets: $54M.

#3,177
in Educational Services (4,024 peers)
-8.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caldwell University Defined Contribution Retirement Plan's outsized position by total assets

Caldwell University Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$53,939,783 Top 11% higher than 89% of 139,123 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 2022

Caldwell University Defined Contribution 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. Caldwell University Defined Contribution Retirement Plan sits mid-pack in the medium band (178 participants).

Published 5500 schedule card

Filing strip 221500483 · Caldwell University PY 2022 · Other

Caldwell University Defined Contribution Retirement Plan · $54M · 178 · 89th

  • EIN $54M
  • RANK 178
  • PHOTO 89th
  • IND Other
  • EOY near Carteret County General Hospital Tax Deferred Savings Plan
  • 5500 ind #3177

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 →

Caldwell University Defined Contribution Retirement Plan in the asset neighbourhood

Park Tudor Defined Contribution Retirement PlanPark Tudor Defined Contribut…$54MSpring Arbor University DC Retirement Plan Retirement PlanSpring Arbor University DC R…$54MCaldwell University Defined Contribution Retirement PlanCaldwell University Defined …$54MCarteret County General Hospital Tax Deferred Savings PlanCarteret County General Hosp…$54MGifford Health Care, Inc. 403(b) Retirement PlanGifford Health Care, Inc. 40…$54M
End-of-year total assets ($M) among Caldwell University Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$54M
Net Income-$5M
Employer EIN221500483
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caldwell University)

Sponsor-wide plan assets over time

All Caldwell University plans reported in each filing year

Latest sponsor-wide plan assets
$58M 7.682116555789629% vs 2022
2024 filing year
$52M$54M$56M$58M$60M 202220232024 $53.9M $58.1M ▲ +7.7%
Year Plans Participants Total Assets
2022 1 178 $54M
2023 1 170 $55M
2024 1 176 $58M

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Caldwell University Defined Contribution Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Caldwell University Defined Contribution Retirement Plan, Total assets ($B): 0.053939783 · Participants: 178Caldwell University Defined Contribution Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.561034783 · Participants: 18619Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.313612581 · Participants: 7627Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.156327651 · Participants: 29563Rwjbarnabas Health 403(b) Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.821857381 · Participants: 3797Educational Testing Service 403(b) Retirement Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 0.759079123 · Participants: 19041Atlantic Health System 403(b) Retirement Savings Plan
Caldwell University Defined Contribution Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Caldwell University Defined Contribution Retirement Plan side-by-side with 3 peers →

Caldwell University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Carteret County General Hospital Tax Deferred Savings Plan in NC ($54M); by covered participants it is Cornerstone Vna Retirement Plan in NH (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Caldwell University Defined Contribution Retirement Plan assets move in 2022? ▼
Caldwell University Defined Contribution Retirement Plan pulled back noticeably - down 8.9% during 2022, from $59M to $54M. Reported net income was -$5M.
How have Caldwell University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caldwell University's sponsor-wide assets grew 7.7%, from $54M to $58M.
Where does Caldwell University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Caldwell University Defined Contribution Retirement Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Caldwell University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Carteret County General Hospital Tax Deferred Savings Plan in NC ($54M, 1,172 participants).
Which Other plans cover a similar participant headcount to Caldwell University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Cornerstone Vna Retirement Plan in NH (178 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 221500483.

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.