Other · DOL Form 5500 · 2022
Elwyn New Jersey Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 342
- Participants Below avg headcount
- 34th
- Percentile by assets National rank
- $6,139
- Avg per participant Low balance/head
Official DOL plan name: Elwyn New Jersey 403(b) Plan · Sponsored by Elwyn New Jersey · Pennsylvania · Public Administration
$2M in assets, 342 participants
Elwyn New Jersey's Elwyn New Jersey 403(b) Plan reported $2M in total assets and 342 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #10 in Public Administration (93 peers)
Coverage in Pennsylvania
Elwyn New Jersey 403(b) Plan covers 342 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.
- #10
- in Public Administration (93 peers)
- -10.6%
- assets change YoY
The plan reported a net loss of $249K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Elwyn New Jersey 403(b) Plan's mid-pack asset rank among Public Administration and all filers
Elwyn New Jersey 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,099,642 34th percentile higher than 34% 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
Elwyn New Jersey 403(b) 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. Elwyn New Jersey 403(b) Plan sits mid-pack in the medium band (342 participants).
Plan-year Form 5500 strip
Filing strip 221801227 · Elwyn New Jersey PY 2022 · Other
Elwyn New Jersey 403(b) Plan · $2M · 342 · 34th
- PCT $2M
- EIN 342
- RANK 34th
- PHOTO Other
- IND near Revere Copper Products, Inc. Employees' Stock Bonus Plan
- EOY ind #10
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 Public Administration retirement plans → · Plans in Pennsylvania →
Elwyn New Jersey 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$249K |
| Employer EIN | 221801227 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Elwyn New Jersey)
Sponsor-wide plan assets over time
All Elwyn New Jersey plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 19.797960677511405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 538 | $18M |
| 2023 | 2 | 577 | $17M |
| 2024 | 2 | 529 | $14M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Elwyn New Jersey 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Revere Copper Products, Inc. Employees' Stock Bonus Plan in NY ($2M); by covered participants it is Lutheran Homes of Oconomowoc Retirement Plan in WI (342 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (342 participants); asset peers above are excluded.
- Lutheran Homes of Oconomowoc Retirement Plan (WI) 342 · 0 off
- Population Services International 403(b) Plan (DC) 342 · 0 off
- Central Valley Medical Center 403(b) Retirement Plan (UT) 341 · 1 off
- The Carol Woods Retirement Plan (NC) 343 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.