Money Purchase · DOL Form 5500 · 2022
Educational Testing Service Money Purchase Plan
Data updated 2026-08-06
- $525M
- Total assets
- 3,282
- Participants
- 98th
- Percentile by assets
- $159,963
- Avg per participant
Official DOL plan name: Educational Testing Service 401(a) Retirement Plan · Sponsored by Educational Testing Service · New Jersey · Educational Services
$525M in assets, 3,282 participants
Educational Testing Service's Educational Testing Service 401(a) Retirement Plan reported $525M in total assets and 3,282 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,258 plans)
- #3,909 in Educational Services (4,025 peers)
Coverage in New Jersey
Educational Testing Service 401(a) Retirement Plan covers 3,282 participants in New Jersey, 3.8x the typical New Jersey plan (state average ~865 per filing). Assets: $525M.
- $525M
- total plan assets (2022 EOY)
- 3,282
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $159,963
- avg assets per participant
The plan reported a net loss of $107M 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 865 participants across 3,927 plans. Educational Testing Service 401(a) Retirement Plan reports 3,282 participants - 3.8x that state average ($525M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $632M |
|---|---|
| Net Assets (End of Year) | $525M |
| Net Income | -$107M |
| Employer EIN | 210634479 |
| Plan Effective Date | 1948-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Educational Testing Service)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,079 | $1.3B |
| 2023 | 2 | 6,553 | $1.5B |
| 2024 | 2 | 6,598 | $1.6B |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Educational Testing Service 401(a) Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- Local 68 Engineers Union Annuity Plan $871M · 5,455
- Nysa-Ila Money Purchase Pension Fund and Plan $659M · 4,255
- Ironworkers Local 11 Annuity Fund $384M · 1,139
- Plumbers & Pipefitters Local 9 Surety Plan $257M · 1,957
- Local Union 400 IBEW Joint Annuity Plan $250M · 677
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Educational Testing Service 401(a) Retirement Plan by total assets, not by location.
- Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups (CA) $525M · 9,249
- San Mateo County Electrical Construction Industry Retiremt Plan (CA) $514M · 1,137
- The Rand Corporation 401(a) Qualified Retirement Plan (CA) $514M · 2,084
- Iron Workers District Council of New England Annuity Fund (MA) $500M · 6,992
Frequently Asked Questions
How did Educational Testing Service 401(a) Retirement Plan assets move in 2022? ▼
How have Educational Testing Service plan assets changed over time? ▼
Where does Educational Testing Service 401(a) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Educational Testing Service 401(a) Retirement Plan? ▼
Next read for Educational Testing Service 401(a) Retir…
Filing takeaways
Ways to act on Educational Testing Service 401(a) Retirement Plan's numbers.
- By total assets, Educational Testing Service 401(a) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- Educational Testing Service's sponsor-wide assets have grown 17.0% since 2022 across 3 plan years on file. More Educational Services plans