Other · DOL Form 5500 · 2022

Children S Aid and Family Services, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
62
Participants Small participant base
61st
Percentile by assets National rank
$132,781
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc. · Sponsored by Children S Aid and Family Services, Inc. · New Jersey · Healthcare & Social Assistance

$8M in assets, 62 participants

Children S Aid and Family Services, Inc.'s Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc. reported $8M in total assets and 62 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #13,374 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc. pulled back noticeably 10.1% in 2022 ($9M → $8M) for 62 participants.

#13,374
in Healthcare & Social Assistance (20,060 peers)
-10.1%
assets change YoY

The plan reported a net loss of $923K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,232,432 Top 39% higher than 61% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc. is a small filing (62 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 221487147 · Children S Aid and Family Services, Inc. PY 2022 · Other

Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc. · $8M · 62 · 61st

  • SCH $8M
  • EBSA 62
  • PART 61st
  • TYPE Other
  • NET near Ncphs Tax Sheltered Annuity Plan
  • BOOK ind #13374

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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →

Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc. in the asset neighbourhood

Ncphs Tax Sheltered Annuity PlanNcphs Tax Sheltered Annuity …$8MClarion Hospital 403(b) Plan$8MBronxworks 403(b) Plan$8MInternational Medical Corps Salary Deferral PlanInternational Medical Corps …$8MTax Deferred Annuity Plan of Children S Aid and Family Services, Inc.Tax Deferred Annuity Plan of…$8M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Children S Aid and Family Services, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Children S Aid and Family Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 9.388814684049555% vs 2022
2024 filing year
$14M$14.5M$15M$15.5M$16M 202220232024 $14.2M $15.6M ▲ +9.4%
Year Plans Participants Total Assets
2022 2 247 $14M
2023 2 220 $14M
2024 2 580 $16M

2022 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$923K
Employer EIN221487147
Plan Effective Date1982-03-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc. vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc., Total assets ($B): 0.008232432 · Participants: 62Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc.Consolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.561034783 · Participants: 18619Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.313612581 · Participants: 7627Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.156327651 · Participants: 29563Rwjbarnabas Health 403(b) Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.821857381 · Participants: 3797Educational Testing Service 403(b) Retirement Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 0.759079123 · Participants: 19041Atlantic Health System 403(b) Retirement Savings Plan
Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc. vs. nearby Other plans in New Jersey, assets vs. participants

Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc.'s out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Ncphs Tax Sheltered Annuity Plan in CA ($8M); by covered participants it is Montana State University Foundation 403(b) DC Plan in MT (62 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (62 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.

Frequently Asked Questions

How did Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc. assets move in 2022?
Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc. pulled back noticeably - down 10.1% during 2022, from $9M to $8M. Reported net income was -$923K.
How have Children S Aid and Family Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Children S Aid and Family Services, Inc.'s sponsor-wide assets grew 9.4%, from $14M to $16M.
Which Other plans are similar in size to Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc.?
Among Other plans in other states, the closest by assets is Ncphs Tax Sheltered Annuity Plan in CA ($8M, 45 participants).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan of Children S Aid and Family Services, Inc.?
Among Other plans in other states, the closest by covered participants is Montana State University Foundation 403(b) DC Plan in MT (62 participants, $9M in assets).