Defined Benefit (Pension) · DOL Form 5500 · 2022
New Jersey Education Association Pension Plan
Data updated 2026-08-25
- $373M
- Total assets Above avg plan size
- 231
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: New Jersey Education Association Employees' Retirement and Trust Fund · Sponsored by New Jersey Education Association · New Jersey · Educational Services
$373M in assets, 231 participants
New Jersey Education Association's New Jersey Education Association Employees' Retirement and Trust Fund reported $373M in total assets and 231 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.
- #3,864 in Educational Services (4,024 peers)
Coverage in New Jersey
New Jersey Education Association Employees' Retirement and Trust Fund covers 231 participants in New Jersey, about 27% of the average New Jersey filer (state average ~844 per filing). Assets: $373M.
- #3,864
- in Educational Services (4,024 peers)
- -6.9%
- assets change YoY
- 3.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New Jersey Education Association Employees' Retirement and Trust Fund's outsized position by total assets
New Jersey Education Association Employees' Retirement and Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$373,022,945 Top 3% higher than 97% 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
New Jersey Education Association Employees' Retirement and Trust Fund 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 Jersey Education Association Employees' Retirement and Trust Fund sits mid-pack in the medium band (231 participants).
DOL schedule card
Filing strip 210524390 · New Jersey Education Association PY 2022 · Defined Benefit (Pension)
New Jersey Education Association Employees' Retirement and Trust Fund · $373M · 231 · 97th
- TYPE $373M
- NET 231
- BOOK 97th
- VS-ST Defined Benefit (Pension)
- BOY near Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund
- SCH ind #3864
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 →
New Jersey Education Association Employees' Retirement and Trust Fund in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $401M |
|---|---|
| Net Assets (End of Year) | $373M |
| Net Income | -$28M |
| Employer EIN | 210524390 |
| Plan Effective Date | 1953-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Jersey Education Association)
Sponsor-wide plan assets over time
All New Jersey Education Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $440M 2.4162874450128156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 615 | $430M |
| 2023 | 2 | 624 | $453M |
| 2024 | 2 | 628 | $440M |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $19.8B · 38,100
- JPMorgan Chase Retirement Plan $14.8B · 102,340
- Nokia Retirement Income Plan $14.5B · 7,413
- The Prudential Merged Retirement Plan $12.3B · 17,538
- Verizon Pension Plan for Associates $10.9B · 25,746
New Jersey Education Association Employees' Retirement and Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund in WA ($373M); by covered participants it is Non-Contributory Retirement Program for Certain Empl of Bcbs Wyoming in WY (231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($373M here).
- Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund (WA) $373M · 908
- Ceridian Retirement Plan (MN) $373M · 72
- Columbia Energy Group Pension Plan (IN) $372M · 1,325
- Ikon Office Solutions, Inc. Pension Plan (PA) $372M · 3,167
Similar participant headcount
Nearest other-state filings by covered participants (231 participants); asset peers above are excluded.
- Non-Contributory Retirement Program for Certain Empl of Bcbs Wyoming (WY) 231 · 0 off
- Stepan Company Retirement Plan for Salaried Employees (IL) 231 · 0 off
- Armstrong County Memorial Hospital Retirement Income Plan (PA) 231 · 0 off
- Retirement Income Plan for Non-Union Employees of Central Maine Power Company (CT) 231 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.