Other · DOL Form 5500 · 2022

The Elisabeth Morrow School Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
95
Participants Small participant base
75th
Percentile by assets National rank
$183,336
Avg per participant Above avg balance/head
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Official DOL plan name: The Elisabeth Morrow School 403(b) Retirement Plan · Sponsored by The Elisabeth Morrow School · New Jersey · Educational Services

$17M in assets, 95 participants

The Elisabeth Morrow School's The Elisabeth Morrow School 403(b) Retirement Plan reported $17M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,341 in Educational Services (4,024 peers)

Where The Elisabeth Morrow School 403(b) Retirement Plan sits by assets

The Elisabeth Morrow School 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $17M for 95 participants (~$183,336/participant), down 23.6% in 2022.

#2,341
in Educational Services (4,024 peers)
-23.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Elisabeth Morrow School 403(b) Retirement Plan's outsized position by total assets

The Elisabeth Morrow School 403(b) Retirement Plan vs every filed plan by assets

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

$17,416,940 Top 25% higher than 75% 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

The Elisabeth Morrow School 403(b) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Elisabeth Morrow School 403(b) Retirement Plan is a small filing (95 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 221487171 · The Elisabeth Morrow School PY 2022 · Other

The Elisabeth Morrow School 403(b) Retirement Plan · $17M · 95 · 75th

  • PART $17M
  • TYPE 95
  • NET 75th
  • BOOK Other
  • VS-ST near Snohomish County Public Defender Association 403(b) Plan
  • BOY ind #2341

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 →

The Elisabeth Morrow School 403(b) Retirement Plan in the asset neighbourhood

American Foundation for Suicide Prevention Tax Deferred Annuity Retirement PlanAmerican Foundation for Suic…$17MThe Elisabeth Morrow School 403(b) Retirement PlanThe Elisabeth Morrow School …$17MSnohomish County Public Defender Association 403(b) PlanSnohomish County Public Defe…$17MAmerican Public Health Association Defined Contribution Retirement PlanAmerican Public Health Assoc…$17MValley-Wide Health Systems, Inc. 403(b) PlanValley-Wide Health Systems, …$17M
End-of-year total assets ($M) among The Elisabeth Morrow School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$17M
Net Income-$5M
Employer EIN221487171
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Elisabeth Morrow School)

Sponsor-wide plan assets over time

All The Elisabeth Morrow School plans reported in each filing year

Latest sponsor-wide plan assets
$21M 20.726028797251413% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.4M $21M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 95 $17M
2023 1 101 $19M
2024 1 101 $21M

Nearby Other Plans in New Jersey

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

The Elisabeth Morrow School 403(b) Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants The Elisabeth Morrow School 403(b) Retirement Plan, Total assets ($B): 0.01741694 · Participants: 95The Elisabeth Morrow School 403(b) Retirement PlanConsolidated 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
The Elisabeth Morrow School 403(b) Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants

The Elisabeth Morrow School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Snohomish County Public Defender Association 403(b) Plan in WA ($17M); by covered participants it is Maine Coast Memorial Hospital Retirement Plan in ME (95 participants). Same-state nearby plans are listed separately above.

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 The Elisabeth Morrow School 403(b) Retirement Plan assets move in 2022?
The Elisabeth Morrow School 403(b) Retirement Plan declined sharply - down 23.6% during 2022, from $23M to $17M. Reported net income was -$5M.
How have The Elisabeth Morrow School plan assets changed over time?
Across 3 plan years on file (2022-2024), The Elisabeth Morrow School's sponsor-wide assets grew 20.7%, from $17M to $21M.
Where does The Elisabeth Morrow School 403(b) Retirement Plan rank by assets among Form 5500 filers?
The Elisabeth Morrow School 403(b) Retirement Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Elisabeth Morrow School 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Snohomish County Public Defender Association 403(b) Plan in WA ($17M, 137 participants).
Which Other plans cover a similar participant headcount to The Elisabeth Morrow School 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Maine Coast Memorial Hospital Retirement Plan in ME (95 participants, $834K in assets).