Other · DOL Form 5500 · 2022
Robert Wood Johnson Foundation Retirement Plan
Data updated 2026-08-25
- $120M
- Total assets Near avg plan size
- 298
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $404,318
- Avg per participant High balance/head
Official DOL plan name: Robert Wood Johnson Foundation Qualified Retirement Plan · Sponsored by Robert Wood Johnson Foundation · New Jersey · Other Services
$120M in assets, 298 participants
Robert Wood Johnson Foundation's Robert Wood Johnson Foundation Qualified Retirement Plan reported $120M in total assets and 298 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #8,215 in Other Services (8,398 peers)
Coverage in New Jersey
Robert Wood Johnson Foundation Qualified Retirement Plan covers 298 participants in New Jersey, about 35% of the average New Jersey filer (state average ~844 per filing). Assets: $120M.
- #8,215
- in Other Services (8,398 peers)
- -11.2%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robert Wood Johnson Foundation Qualified Retirement Plan's outsized position by total assets
Robert Wood Johnson Foundation Qualified Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$120,486,775 Top 6% higher than 94% 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
Robert Wood Johnson Foundation Qualified 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. Robert Wood Johnson Foundation Qualified Retirement Plan sits mid-pack in the medium band (298 participants).
DOL schedule card
Filing strip 226029397 · Robert Wood Johnson Foundation PY 2022 · Other
Robert Wood Johnson Foundation Qualified Retirement Plan · $120M · 298 · 94th
- RANK $120M
- RANK 298
- RANK 94th
- RANK Other
- RANK near Memorial Health System 403(b) Plan
- RANK ind #8215
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 Other Services retirement plans → · Plans in New Jersey →
Robert Wood Johnson Foundation Qualified Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $136M |
|---|---|
| Net Assets (End of Year) | $120M |
| Net Income | -$15M |
| Employer EIN | 226029397 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert Wood Johnson Foundation)
Sponsor-wide plan assets over time
All Robert Wood Johnson Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $288M 25.83581588908957% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 591 | $229M |
| 2023 | 2 | 627 | $260M |
| 2024 | 2 | 668 | $288M |
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
Robert Wood Johnson Foundation Qualified Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Memorial Health System 403(b) Plan in IL ($120M); by covered participants it is Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan in CT (298 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120M here).
Similar participant headcount
Nearest other-state filings by covered participants (298 participants); asset peers above are excluded.
- Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan (CT) 298 · 0 off
- Northwest Justice Project 403(b)Plan (WA) 298 · 0 off
- Imagine! 403(b) Plan (CO) 298 · 0 off
- Second Harvest of Silicon Valley 403(b) Plan (CA) 298 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.