Other · DOL Form 5500 · 2022
Institute for Advanced Study Retirement Plan
Data updated 2026-08-11
- $57M
- Total assets
- 130
- Participants
- 89th
- Percentile by assets
- $440,016
- Avg per participant
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.
- 89th percentile by assets (of 139,126 plans)
- #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.
- $57M
- total plan assets (2022 EOY)
- 130
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $440,016
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Institute for Advanced Study Tax Deferred Annuity Plan reports 130 participants - about 15% of that state average ($57M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | -$7M |
| Employer EIN | 210634988 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Institute for Advanced Study)
| 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Institute for Advanced Study Tax Deferred Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Institute for Advanced Study Tax Deferred Annuity Plan assets move in 2022? ▼
How have Institute for Advanced Study plan assets changed over time? ▼
Where does Institute for Advanced Study Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Institute for Advanced Study Tax Deferred Annuity Plan's numbers.
- By total assets, Institute for Advanced Study Tax Deferred Annuity Plan ranks in the top quartile 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
- Institute for Advanced Study's sponsor-wide assets have grown 22.7% since 2022 across 3 plan years on file. More Educational Services plans