Other · DOL Form 5500 · 2022

Robert Wood Johnson Foundation Retirement Plan

Data updated 2026-08-11

$120M
Total assets
298
Participants
94th
Percentile by assets
$404,318
Avg per participant
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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.

  • 94th percentile by assets (of 139,126 plans)
  • #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.

$120M
total plan assets (2022 EOY)
298
covered participants
94th
percentile by assets (of 139,126 plans)
$404,318
avg assets per participant

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.

State
Industry

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Robert Wood Johnson Foundation Qualified Retirement Plan reports 298 participants - about 35% of that state average ($120M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$136M
Net Assets (End of Year)$120M
Net Income-$15M
Employer EIN226029397
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert Wood Johnson Foundation)

$220M$240M$260M$280M$300M 202220232024 $229M $288M ▲ +25.8%
Total plan assets by year, all Robert Wood Johnson Foundation plans on file
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.

Robert Wood Johnson Foundation Qualified Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants

Robert Wood Johnson Foundation Qualified Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 00.511.52 Total assets ($B) Participants Robert Wood Johnson …Consolidated 403(b) …Princeton University…Rwjbarnabas Health 4…Educational Testing …Atlantic Health Syst…
Robert Wood Johnson Foundation Qualified Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Robert Wood Johnson Foundation Qualified Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Robert Wood Johnson Foundation Qualified Retirement Plan assets move in 2022?
Robert Wood Johnson Foundation Qualified Retirement Plan pulled back noticeably - down 11.2% during 2022, from $136M to $120M. Reported net income was -$15M.
How have Robert Wood Johnson Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), Robert Wood Johnson Foundation's sponsor-wide assets grew 25.8%, from $229M to $288M.
Where does Robert Wood Johnson Foundation Qualified Retirement Plan rank by assets among Form 5500 filers?
Robert Wood Johnson Foundation Qualified Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Robert Wood Johnson Foundation Qualified Retirement Plan?
Among Other plans in other states, the closest by assets is Memorial Health System 403(b) Plan in IL ($120M, 2,406 participants).

Next read for Robert Wood Johnson Foundation Qualified…

Filing takeaways

Ways to act on Robert Wood Johnson Foundation Qualified Retirement Plan's numbers.

  • By total assets, Robert Wood Johnson Foundation Qualified Retirement Plan ranks in the top 10% 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
  • Robert Wood Johnson Foundation's sponsor-wide assets have grown 25.8% since 2022 across 3 plan years on file. More Other Services plans