Other · DOL Form 5500 · 2022

Stevens Institute of Technology Retirement Plan

Data updated 2026-08-25

$369M
Total assets Above avg plan size
1,235
Participants Near avg headcount
97th
Percentile by assets National rank
$299,075
Avg per participant High balance/head
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Official DOL plan name: Stevens Institute of Technology Defined Contributi · Sponsored by Stevens Institute of Technology · New Jersey · Educational Services

$369M in assets, 1,235 participants

Stevens Institute of Technology's Stevens Institute of Technology Defined Contributi reported $369M in total assets and 1,235 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,861 in Educational Services (4,024 peers)

Where Stevens Institute of Technology Defined Contributi sits by assets

Stevens Institute of Technology Defined Contributi sits in the top 5% of all filed plans by assets, $369M for 1,235 participants (~$299,075/participant), down 11.2% in 2022.

#3,861
in Educational Services (4,024 peers)
-11.2%
assets change YoY
3.7×
vs typical plan assets (national mean)

The plan reported a net loss of $47M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stevens Institute of Technology Defined Contributi's outsized position by total assets

Stevens Institute of Technology Defined Contributi vs every filed plan by assets

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

$369,357,514 Top 3% higher than 97% 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

Stevens Institute of Technology Defined Contributi's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stevens Institute of Technology Defined Contributi lands in the large band (1,235 participants).

EBSA filing schedule strip

Filing strip 221487354 · Stevens Institute of Technology PY 2022 · Other

Stevens Institute of Technology Defined Contributi · $369M · 1,235 · 97th

  • ASSETS $369M
  • PCT 1,235
  • EIN 97th
  • RANK Other
  • PHOTO near The University of Tulsa Defined Contribution Retirement Plan
  • IND ind #3861

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 →

Stevens Institute of Technology Defined Contributi in the asset neighbourhood

Penn State Health Tax Sheltered Annuity ProgramPenn State Health Tax Shelte…$373MWidener University Defined Contribution Retirement PlanWidener University Defined C…$373MBjc 403(b) Plan$371MStevens Institute of Technology Defined ContributiStevens Institute of Technol…$369MThe University of Tulsa Defined Contribution Retirement PlanThe University of Tulsa Defi…$368M
End-of-year total assets ($M) among Stevens Institute of Technology Defined Contributi and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$416M
Net Assets (End of Year)$369M
Net Income-$47M
Employer EIN221487354
Plan Effective Date1919-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stevens Institute of Technology)

Sponsor-wide plan assets over time

All Stevens Institute of Technology plans reported in each filing year

Latest sponsor-wide plan assets
$467M 26.29937169133329% vs 2022
2024 filing year
$350M$400M$450M$500M 202220232024 $370M $467M ▲ +26.3%
Year Plans Participants Total Assets
2022 3 1,254 $370M
2023 3 1,349 $421M
2024 3 1,425 $467M

Nearby Other Plans in New Jersey

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

Stevens Institute of Technology Defined Contributi vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 00.511.52 Total assets ($B) Participants Stevens Institute of Technology Defined Contributi, Total assets ($B): 0.369357514 · Participants: 1235Stevens Institute of Technology Defined ContributiConsolidated 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
Stevens Institute of Technology Defined Contributi vs. nearby Other plans in New Jersey, assets vs. participants
Compare Stevens Institute of Technology Defined Contributi side-by-side with 3 peers →

Stevens Institute of Technology Defined Contributi's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is The University of Tulsa Defined Contribution Retirement Plan in OK ($368M); by covered participants it is Centerlight Health System 403(b) Retirement Plan in NY (1,234 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($369M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,235 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 Stevens Institute of Technology Defined Contributi assets move in 2022? ▼
Stevens Institute of Technology Defined Contributi pulled back noticeably - down 11.2% during 2022, from $416M to $369M. Reported net income was -$47M.
How have Stevens Institute of Technology plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens Institute of Technology's sponsor-wide assets grew 26.3%, from $370M to $467M.
Where does Stevens Institute of Technology Defined Contributi rank by assets among Form 5500 filers? ▼
Stevens Institute of Technology Defined Contributi ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Stevens Institute of Technology Defined Contributi? ▼
Among Other plans in other states, the closest by assets is The University of Tulsa Defined Contribution Retirement Plan in OK ($368M, 1,164 participants).
Which Other plans cover a similar participant headcount to Stevens Institute of Technology Defined Contributi? ▼
Among Other plans in other states, the closest by covered participants is Centerlight Health System 403(b) Retirement Plan in NY (1,234 participants, $87M 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 221487354.

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.