Felician University Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Felician University · New Jersey · Educational Services
What the 2023 filing shows
Felician University Retirement Plan holds $37M for 322 participants — about $115,745 per participant, down 11.2% over the 2022 plan year.
- $37M
- total plan assets (2022 EOY)
- 322
- covered participants
- $115,745
- avg assets per participant
- -11.2%
- assets change YoY
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.
What the Filing Says About Felician University Retirement Plan
Felician University Retirement Plan is a ESOP retirement plan sponsored by Felician University, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $37M in total end-of-year assets and covers 322 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 221912028, and the plan has been effective since 1994-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $42M at the beginning of 2022 to $37M at year-end — a decline of 11.2%. Net assets (after liabilities) closed the year at $37M, with reported net income of $-4,679,444 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $42M |
| Total Assets (End of Year) | $37M |
| Net Assets (End of Year) | $37M |
| Net Income | $-4,679,444 |
| Plan Type | ESOP |
| Employer EIN | 221912028 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Felician University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 322 | $37M |
| 2023 | 1 | 373 | $42M |
| 2024 | 1 | 372 | $45M |
Nearby ESOP Plans in New Jersey
Peer ESOP plans — same state, same plan type — ranked by total assets.
Related Data
Guides
Frequently Asked Questions
How much money is in the Felician University Retirement Plan? ▼
What type of plan is Felician University Retirement Plan? ▼
Who sponsors the Felician University Retirement Plan? ▼
How did Felician University Retirement Plan perform in 2022? ▼
Where can I find official filings for Felician University Retirement Plan? ▼
How does Felician University Retirement Plan compare to other plans? ▼
Explore PlainRetire
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 221912028.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.