Money Purchase · DOL Form 5500 · 2022
Institute for Advanced Study Money Purchase Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 195
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $371,825
- Avg per participant High balance/head
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.
- #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.
- #3,347
- in Educational Services (4,024 peers)
- -12.5%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
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.
Institute for Advanced Study Defined Contribution Retirement Plan's outsized position by total assets
Institute for Advanced Study Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$72,505,937 Top 9% higher than 91% of 139,123 filed plans
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 Defined Contribution Retirement 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 Defined Contribution Retirement Plan sits mid-pack in the medium band (195 participants).
Published 5500 schedule card
Filing strip 210634988 · Institute for Advanced Study PY 2022 · Money Purchase
Institute for Advanced Study Defined Contribution Retirement Plan · $73M · 195 · 91st
- PART $73M
- PART 195
- PART 91st
- PART Money Purchase
- PART near Ingram Marine Group Retirement Plan
- PART ind #3347
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 Defined Contribution Retirement Plan in the asset neighbourhood
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)
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
| 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.
- 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
Institute for Advanced Study Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Ingram Marine Group Retirement Plan in TN ($73M); by covered participants it is Local 210 - Affiliated Annuity Fund in NY (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
Similar participant headcount
Nearest other-state filings by covered participants (195 participants); asset peers above are excluded.
- Local 210 - Affiliated Annuity Fund (NY) 193 · 2 off
- Iron Workers Local 451 Annuity Fund (DE) 193 · 2 off
- Local No. 661 Retirement Plan (KS) 198 · 3 off
- Tootsie Roll Industries, LLC Employees Pension Plan (IL) 198 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.