Money Purchase · DOL Form 5500 · 2022
Institute for Advanced Study Money Purchase Plan
Data updated 2026-08-11
- $73M
- Total assets
- 195
- Participants
- 91st
- Percentile by assets
- $371,825
- Avg per participant
Official DOL plan name: Institute for Advanced Study Defined Contribution Retirement Plan · Sponsored by Institute for Advanced Study · New Jersey · Educational Services
$73M in assets, 195 participants
Institute for Advanced Study's Institute for Advanced Study Defined Contribution Retirement Plan reported $73M in total assets and 195 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #3,347 in Educational Services (4,024 peers)
Coverage in New Jersey
Institute for Advanced Study Defined Contribution Retirement Plan covers 195 participants in New Jersey, about 23% of the average New Jersey filer (state average ~844 per filing). Assets: $73M.
- $73M
- total plan assets (2022 EOY)
- 195
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $371,825
- avg assets per participant
The plan reported a net loss of $10M 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 Defined Contribution Retirement Plan reports 195 participants - about 23% of that state average ($73M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $83M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | -$10M |
| 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 Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Institute for Advanced Study Defined Contribution Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- Local 68 Engineers Union Annuity Plan $871M · 5,455
- Nysa-Ila Money Purchase Pension Fund and Plan $659M · 4,255
- Educational Testing Service 401(a) Retirement Plan $525M · 3,282
- Ironworkers Local 11 Annuity Fund $384M · 1,139
- Plumbers & Pipefitters Local 9 Surety Plan $257M · 1,957
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Institute for Advanced Study Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Institute for Advanced Study Defined Contribution Retirement Plan assets move in 2022? ▼
How have Institute for Advanced Study plan assets changed over time? ▼
Where does Institute for Advanced Study Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Institute for Advanced Study Defined Contribution Retirement Plan? ▼
Next read for Institute for Advanced Study Defined Con…
Filing takeaways
Ways to act on Institute for Advanced Study Defined Contribution Retirement Plan's numbers.
- By total assets, Institute for Advanced Study Defined Contribution 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 Money Purchase 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