Other · DOL Form 5500 · 2022

Institute for Advanced Study Retirement Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
130
Participants Small participant base
89th
Percentile by assets National rank
$440,016
Avg per participant High balance/head
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Official DOL plan name: Institute for Advanced Study Tax Deferred Annuity Plan · Sponsored by Institute for Advanced Study · New Jersey · Educational Services

$57M in assets, 130 participants

Institute for Advanced Study's Institute for Advanced Study Tax Deferred Annuity Plan reported $57M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,209 in Educational Services (4,024 peers)

Coverage in New Jersey

Institute for Advanced Study Tax Deferred Annuity Plan covers 130 participants in New Jersey, about 15% of the average New Jersey filer (state average ~844 per filing). Assets: $57M.

#3,209
in Educational Services (4,024 peers)
-11.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Institute for Advanced Study Tax Deferred Annuity Plan's outsized position by total assets

Institute for Advanced Study Tax Deferred Annuity Plan vs every filed plan by assets

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

$57,202,023 Top 11% higher than 89% 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

Institute for Advanced Study Tax Deferred Annuity 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. Institute for Advanced Study Tax Deferred Annuity Plan sits mid-pack in the medium band (130 participants).

Published 5500 schedule card

Filing strip 210634988 · Institute for Advanced Study PY 2022 · Other

Institute for Advanced Study Tax Deferred Annuity Plan · $57M · 130 · 89th

  • EIN $57M
  • EIN 130
  • EIN 89th
  • EIN Other
  • EIN near North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan
  • EIN ind #3209

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 →

Institute for Advanced Study Tax Deferred Annuity Plan in the asset neighbourhood

North Country Health System, Inc. Contributory Tax Sheltered Retirement PlanNorth Country Health System,…$57MInstitute for Advanced Study Tax Deferred Annuity PlanInstitute for Advanced Study…$57MHelen Ross Mcnabb Center, Inc., Retirement PlanHelen Ross Mcnabb Center, In…$57MHiram College Retirement Plan$57MTower Hill School Defined Contribution Retirement PlanTower Hill School Defined Co…$57M
End-of-year total assets ($M) among Institute for Advanced Study Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$57M
Net Income-$7M
Employer EIN210634988
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institute for Advanced Study)

Sponsor-wide plan assets over time

All Institute for Advanced Study plans reported in each filing year

Latest sponsor-wide plan assets
$159M 22.684800531902592% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $130M $159M ▲ +22.7%
Year Plans Participants Total Assets
2022 2 325 $130M
2023 2 332 $146M
2024 2 346 $159M

Nearby Other Plans in New Jersey

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

Institute for Advanced Study Tax Deferred Annuity Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Institute for Advanced Study Tax Deferred Annuity Plan, Total assets ($B): 0.057202023 · Participants: 130Institute for Advanced Study Tax Deferred Annuity 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
Institute for Advanced Study Tax Deferred Annuity Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Institute for Advanced Study Tax Deferred Annuity Plan side-by-side with 3 peers →

Institute for Advanced Study Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan in VT ($57M); by covered participants it is Albany Community Action Partnership 403(b) Plan in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Institute for Advanced Study Tax Deferred Annuity Plan assets move in 2022? ▼
Institute for Advanced Study Tax Deferred Annuity Plan pulled back noticeably - down 11.3% during 2022, from $64M to $57M. Reported net income was -$7M.
How have Institute for Advanced Study plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute for Advanced Study's sponsor-wide assets grew 22.7%, from $130M to $159M.
Where does Institute for Advanced Study Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Institute for Advanced Study Tax Deferred Annuity Plan ranks in the 89th 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 Institute for Advanced Study Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan in VT ($57M, 589 participants).
Which Other plans cover a similar participant headcount to Institute for Advanced Study Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Albany Community Action Partnership 403(b) Plan in NY (130 participants, $3M 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 210634988.

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.