Other · DOL Form 5500 · 2022

Robert Wood Johnson Foundation Retirement Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
293
Participants Below avg headcount
93rd
Percentile by assets National rank
$369,755
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Robert Wood Johnson Foundation Matched Savings Plan · Sponsored by Robert Wood Johnson Foundation · New Jersey · Other Services

$108M in assets, 293 participants

Robert Wood Johnson Foundation's Robert Wood Johnson Foundation Matched Savings Plan reported $108M in total assets and 293 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,201 in Other Services (8,398 peers)

Coverage in New Jersey

Robert Wood Johnson Foundation Matched Savings Plan covers 293 participants in New Jersey, about 35% of the average New Jersey filer (state average ~844 per filing). Assets: $108M.

#8,201
in Other Services (8,398 peers)
-12.9%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert Wood Johnson Foundation Matched Savings Plan's outsized position by total assets

Robert Wood Johnson Foundation Matched Savings Plan vs every filed plan by assets

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

$108,338,230 Top 7% higher than 93% 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

Robert Wood Johnson Foundation Matched Savings 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 Matched Savings Plan sits mid-pack in the medium band (293 participants).

DOL schedule card

Filing strip 226029397 · Robert Wood Johnson Foundation PY 2022 · Other

Robert Wood Johnson Foundation Matched Savings Plan · $108M · 293 · 93rd

  • NET $108M
  • BOOK 293
  • VS-ST 93rd
  • BOY Other
  • SCH near Akron General Health System Matched Retirement Savings Plan
  • EBSA ind #8201

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 Matched Savings Plan in the asset neighbourhood

Akron General Health System Matched Retirement Savings PlanAkron General Health System …$109MRobert Wood Johnson Foundation Matched Savings PlanRobert Wood Johnson Foundati…$108MShore Health System, Inc. 401(k) PlanShore Health System, Inc. 40…$108MStaffco of Brooklyn, LLC 403(b) PlanStaffco of Brooklyn, LLC 403…$107MEducation Development Center Supplemental Retirement PlanEducation Development Center…$107M
End-of-year total assets ($M) among Robert Wood Johnson Foundation Matched Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$108M
Net Income-$16M
Employer EIN226029397
Plan Effective Date1972-01-01
Filing StatusFILING 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
$220M$240M$260M$280M$300M 202220232024 $229M $288M ▲ +25.8%
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 Matched Savings Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 00.511.52 Total assets ($B) Participants Robert Wood Johnson Foundation Matched Savings Plan, Total assets ($B): 0.10833823 · Participants: 293Robert Wood Johnson Foundation Matched Savings 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
Robert Wood Johnson Foundation Matched Savings Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Robert Wood Johnson Foundation Matched Savings Plan side-by-side with 3 peers →

Robert Wood Johnson Foundation Matched Savings Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Akron General Health System Matched Retirement Savings Plan in OH ($109M); by covered participants it is California Science Center Foundation 403(b) Tda Plan in CA (293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Robert Wood Johnson Foundation Matched Savings Plan assets move in 2022? ▼
Robert Wood Johnson Foundation Matched Savings Plan pulled back noticeably - down 12.9% during 2022, from $124M to $108M. Reported net income was -$16M.
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 Matched Savings Plan rank by assets among Form 5500 filers? ▼
Robert Wood Johnson Foundation Matched Savings Plan ranks in the 93rd 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 Matched Savings Plan? ▼
Among Other plans in other states, the closest by assets is Akron General Health System Matched Retirement Savings Plan in OH ($109M, 617 participants).
Which Other plans cover a similar participant headcount to Robert Wood Johnson Foundation Matched Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is California Science Center Foundation 403(b) Tda Plan in CA (293 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 226029397.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.