Other · DOL Form 5500 · 2022
Monmouth University, Inc. Retirement Plan
Data updated 2026-08-11
- $307M
- Total assets
- 881
- Participants
- 97th
- Percentile by assets
- $348,395
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $307M
- total plan assets (2022 EOY)
- 881
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $348,395
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Monmouth University Defined Contribution Retirement Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.1x the national average plan size of $100M (721 average participants).
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.)
| 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.
Monmouth University Defined Contribution Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Monmouth University Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Next read for Monmouth University Defined Contribution…
Scale reading
Ways to act on Monmouth University Defined Contribution Retirement Plan's numbers.
- By total assets, Monmouth University Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New Jersey. Compare plans
- Monmouth University, Inc.'s sponsor-wide assets have grown 17.0% since 2022 across 3 plan years on file. More Educational Services plans