Other · DOL Form 5500 · 2022

The Pennington School Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
171
Participants Small participant base
86th
Percentile by assets National rank
$224,584
Avg per participant Above avg balance/head
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Official DOL plan name: The Pennington School Defined Contribution Retirement Plan · Sponsored by The Pennington School · New Jersey · Educational Services

$38M in assets, 171 participants

The Pennington School's The Pennington School Defined Contribution Retirement Plan reported $38M in total assets and 171 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,957 in Educational Services (4,024 peers)

Coverage in New Jersey

The Pennington School Defined Contribution Retirement Plan covers 171 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $38M.

#2,957
in Educational Services (4,024 peers)
-12.0%
assets change YoY
0.4×
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.

The Pennington School Defined Contribution Retirement Plan's outsized position by total assets

The Pennington School Defined Contribution Retirement Plan vs every filed plan by assets

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

$38,403,836 Top 14% higher than 86% 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

The Pennington School 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. The Pennington School Defined Contribution Retirement Plan sits mid-pack in the medium band (171 participants).

Form 5500 schedule snapshot

Filing strip 210635004 · The Pennington School PY 2022 · Other

The Pennington School Defined Contribution Retirement Plan · $38M · 171 · 86th

  • PART $38M
  • TYPE 171
  • NET 86th
  • BOOK Other
  • VS-ST near University of Cincinnati Foundation Defined Contribution Retirement Plan
  • BOY ind #2957

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 →

The Pennington School Defined Contribution Retirement Plan in the asset neighbourhood

Kentucky Country Day School 403(b) DC PlanKentucky Country Day School …$38MUniversity of Cincinnati Foundation Defined Contribution Retirement PlanUniversity of Cincinnati Fou…$38MThe Pennington School Defined Contribution Retirement PlanThe Pennington School Define…$38MPacific Packaging Products 401(k) Profit Sharing PlanPacific Packaging Products 4…$38MMount Desert Island Hospital Employee Savings PlanMount Desert Island Hospital…$38M
End-of-year total assets ($M) among The Pennington School 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)$44M
Net Assets (End of Year)$38M
Net Income-$5M
Employer EIN210635004
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Pennington School)

Sponsor-wide plan assets over time

All The Pennington School plans reported in each filing year

Latest sponsor-wide plan assets
$48M 23.860395091781978% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.4M $47.6M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 171 $38M
2023 1 185 $43M
2024 1 196 $48M

Nearby Other Plans in New Jersey

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

The Pennington School 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 ($B) Participants The Pennington School Defined Contribution Retirement Plan, Total assets ($B): 0.038403836 · Participants: 171The Pennington School 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
The Pennington School Defined Contribution Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare The Pennington School Defined Contribution Retirement Plan side-by-side with 3 peers →

The Pennington School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is University of Cincinnati Foundation Defined Contribution Retirement Plan in OH ($38M); by covered participants it is The Stony Brook School Defined Contribution Plan in NY (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 The Pennington School Defined Contribution Retirement Plan assets move in 2022? ▼
The Pennington School Defined Contribution Retirement Plan pulled back noticeably - down 12.0% during 2022, from $44M to $38M. Reported net income was -$5M.
How have The Pennington School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Pennington School's sponsor-wide assets grew 23.9%, from $38M to $48M.
Where does The Pennington School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The Pennington School Defined Contribution Retirement Plan ranks in the 86th 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 The Pennington School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is University of Cincinnati Foundation Defined Contribution Retirement Plan in OH ($38M, 158 participants).
Which Other plans cover a similar participant headcount to The Pennington School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Stony Brook School Defined Contribution Plan in NY (171 participants, $21M 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 210635004.

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.