ESOP · DOL Form 5500 · 2022

New Road Schools of New Jersey Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
113
Participants Small participant base
66th
Percentile by assets National rank
$92,065
Avg per participant Below avg balance/head
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Official DOL plan name: New Road Schools of New Jersey, Inc Employee Stock Ownership Plan · Sponsored by New Road Schools of New Jersey Inc. · New Jersey · Educational Services

$10M in assets, 113 participants

New Road Schools of New Jersey Inc.'s New Road Schools of New Jersey, Inc Employee Stock Ownership Plan reported $10M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #1,945 in Educational Services (4,024 peers)

Coverage in New Jersey

New Road Schools of New Jersey, Inc Employee Stock Ownership Plan covers 113 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $10M.

#1,945
in Educational Services (4,024 peers)
+5.3%
assets growth YoY

New Road Schools of New Jersey, Inc Employee Stock Ownership Plan's mid-pack asset rank among Educational Services and all filers

New Road Schools of New Jersey, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$10,403,372 Top 34% higher than 66% 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

New Road Schools of New Jersey, Inc Employee Stock Ownership 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. New Road Schools of New Jersey, Inc Employee Stock Ownership Plan sits mid-pack in the medium band (113 participants).

Plan-year Form 5500 strip

Filing strip 223449747 · New Road Schools of New Jersey Inc. PY 2022 · ESOP

New Road Schools of New Jersey, Inc Employee Stock Ownership Plan · $10M · 113 · 66th

  • IND $10M
  • IND 113
  • IND 66th
  • IND ESOP
  • IND near Gifford Bancorp, Inc. Employee Stock Ownership Plan
  • IND ind #1945

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 What is an ESOP? → · Plans in New Jersey →

New Road Schools of New Jersey, Inc Employee Stock Ownership Plan in the asset neighbourhood

New Road Schools of New Jersey, Inc Employee Stock Ownership PlanNew Road Schools of New Jers…$10MGifford Bancorp, Inc. Employee Stock Ownership PlanGifford Bancorp, Inc. Employ…$10MPodmore Manufacturing, Inc. Employee Stock Ownership PlanPodmore Manufacturing, Inc. …$10MWexco Incorporated Employee Stock Ownership PlanWexco Incorporated Employee …$10MInland Fresh Seafood Corporation of America, Inc. Employee Stock Ownership PlanInland Fresh Seafood Corpora…$10M
End-of-year total assets ($M) among New Road Schools of New Jersey, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$526K
Employer EIN223449747
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Road Schools of New Jersey Inc.)

Sponsor-wide plan assets over time

All New Road Schools of New Jersey Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 8.219204471203161% vs 2022
2024 filing year
$23M$24M$25M$26M 202220232024 $23.7M $25.6M ▲ +8.2%
Year Plans Participants Total Assets
2022 2 238 $24M
2023 2 234 $25M
2024 2 246 $26M

Nearby ESOP Plans in New Jersey

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

New Road Schools of New Jersey, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants New Road Schools of New Jersey, Inc Employee Stock Ownership Plan, Total assets ($M): 10.403372 · Participants: 113New Road Schools of New Jersey, Inc Employee Stock Ownership PlanJohnson and Johnson Retirement Savings Plan, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson Retirement Savings PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 375.8 · Participants: 1111Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings and Investment PlanInvestors Bank Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amended and Restated Employee Stock Ownership Plan
New Road Schools of New Jersey, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare New Road Schools of New Jersey, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

New Road Schools of New Jersey, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Gifford Bancorp, Inc. Employee Stock Ownership Plan in IL ($10M); by covered participants it is Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 New Road Schools of New Jersey, Inc Employee Stock Ownership Plan assets move in 2022? ▼
New Road Schools of New Jersey, Inc Employee Stock Ownership Plan grew at a solid clip - up 5.3% during 2022, from $10M to $10M. Reported net income was $526K.
How have New Road Schools of New Jersey Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Road Schools of New Jersey Inc.'s sponsor-wide assets grew 8.2%, from $24M to $26M.
Which ESOP plans are similar in size to New Road Schools of New Jersey, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gifford Bancorp, Inc. Employee Stock Ownership Plan in IL ($10M, 42 participants).
Which ESOP plans cover a similar participant headcount to New Road Schools of New Jersey, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan in MO (113 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 223449747.

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.