Other · DOL Form 5500 · 2022
Monmouth University, Inc. Retirement Plan
Data updated 2026-08-25
- $307M
- Total assets Above avg plan size
- 881
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $348,395
- Avg per participant High balance/head
Official DOL plan name: Monmouth University Defined Contribution Retirement Plan · Sponsored by Monmouth University, Inc. · New Jersey · Educational Services
$307M in assets, 881 participants
Monmouth University, Inc.'s Monmouth University Defined Contribution Retirement Plan reported $307M in total assets and 881 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #3,824 in Educational Services (4,024 peers)
Where Monmouth University Defined Contribution Retirement Plan sits by assets
Monmouth University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $307M for 881 participants (~$348,395/participant), down 12.4% in 2022.
- #3,824
- in Educational Services (4,024 peers)
- -12.4%
- assets change YoY
- 3.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $44M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Monmouth University Defined Contribution Retirement Plan's outsized position by total assets
Monmouth University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$306,935,564 Top 3% higher than 97% 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
Monmouth University 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. Monmouth University Defined Contribution Retirement Plan sits mid-pack in the medium band (881 participants).
DOL schedule card
Filing strip 210634584 · Monmouth University, Inc. PY 2022 · Other
Monmouth University Defined Contribution Retirement Plan · $307M · 881 · 97th
- TYPE $307M
- NET 881
- BOOK 97th
- VS-ST Other
- BOY near University Health System, Inc. 403(b) Plan
- SCH ind #3824
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 →
Monmouth University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $351M |
|---|---|
| Net Assets (End of Year) | $307M |
| Net Income | -$44M |
| Employer EIN | 210634584 |
| Plan Effective Date | 1952-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monmouth University, Inc.)
Sponsor-wide plan assets over time
All Monmouth University, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $359M 16.953795227196284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 881 | $307M |
| 2023 | 1 | 907 | $337M |
| 2024 | 1 | 1,042 | $359M |
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
Monmouth University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is University Health System, Inc. 403(b) Plan in TN ($306M); by covered participants it is Mcr Health, Inc. 403(b) Plan in FL (881 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($307M here).
- University Health System, Inc. 403(b) Plan (TN) $306M · 4,918
- Baptist Health 403(b) Plan (AR) $308M · 10,693
- Butler University Retirement Plan (IN) $306M · 985
- Trinity University 403(b) Retirement Plan (TX) $305M · 831
Similar participant headcount
Nearest other-state filings by covered participants (881 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.