Other · DOL Form 5500 · 2022
Morristown-Beard School Retirement Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 221
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $188,662
- Avg per participant Above avg balance/head
Official DOL plan name: Morristown-Beard School Defined Contribution Retirement Plan · Sponsored by Morristown-Beard School · New Jersey · Educational Services
$42M in assets, 221 participants
Morristown-Beard School's Morristown-Beard School Defined Contribution Retirement Plan reported $42M in total assets and 221 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.
- #3,013 in Educational Services (4,024 peers)
Coverage in New Jersey
Morristown-Beard School Defined Contribution Retirement Plan covers 221 participants in New Jersey, about 26% of the average New Jersey filer (state average ~844 per filing). Assets: $42M.
- #3,013
- in Educational Services (4,024 peers)
- -16.4%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morristown-Beard School Defined Contribution Retirement Plan's outsized position by total assets
Morristown-Beard School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$41,694,391 Top 14% higher than 86% 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
Morristown-Beard 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. Morristown-Beard School Defined Contribution Retirement Plan sits mid-pack in the medium band (221 participants).
DOL schedule card
Filing strip 221487252 · Morristown-Beard School PY 2022 · Other
Morristown-Beard School Defined Contribution Retirement Plan · $42M · 221 · 86th
- PART $42M
- TYPE 221
- NET 86th
- BOOK Other
- VS-ST near Nonprofit Association of the Midlands 403(b) Plan
- BOY ind #3013
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 →
Morristown-Beard School Defined Contribution Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | -$8M |
| Employer EIN | 221487252 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morristown-Beard School)
Sponsor-wide plan assets over time
All Morristown-Beard School plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 24.00129792038454% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 221 | $42M |
| 2023 | 1 | 181 | $48M |
| 2024 | 1 | 226 | $52M |
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
Morristown-Beard School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Nonprofit Association of the Midlands 403(b) Plan in NE ($42M); by covered participants it is Brownsville Community Health Center Pension Plan in TX (221 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
Similar participant headcount
Nearest other-state filings by covered participants (221 participants); asset peers above are excluded.
- Brownsville Community Health Center Pension Plan (TX) 221 · 0 off
- Shares, Inc. 403b Plan (IN) 221 · 0 off
- Eastern Star Masonic Home Tax Deferred Annuity Plan (IA) 221 · 0 off
- Careersource Central Florida 403(b) Plan (FL) 221 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.