Other · DOL Form 5500 · 2023

The Wardlaw-Hartridge School Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
117
Participants Small participant base
78th
Percentile by assets National rank
$241,126
Avg per participant Above avg balance/head
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Official DOL plan name: Wardlaw-Hartridge School DC Retirement Plan · Sponsored by The Wardlaw-Hartridge School · New Jersey · Educational Services

$28M in assets, 117 participants

The Wardlaw-Hartridge School's Wardlaw-Hartridge School DC Retirement Plan reported $28M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,347 in Educational Services (3,735 peers)

Coverage in New Jersey

Wardlaw-Hartridge School DC Retirement Plan covers 117 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $28M.

#2,347
in Educational Services (3,735 peers)
+12.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wardlaw-Hartridge School DC Retirement Plan's outsized position by total assets

Wardlaw-Hartridge School DC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$28,211,790 Top 22% higher than 78% of 127,068 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 2023

Wardlaw-Hartridge School DC Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wardlaw-Hartridge School DC Retirement Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wardlaw-Hartridge School DC Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wardlaw-Hartridge School DC Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Wardlaw-Hartridge School DC Retirement Plan reported participants rose from 111 in the plan year 2022 filing to 117 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222109610 · The Wardlaw-Hartridge School PY 2023 · Other

Wardlaw-Hartridge School DC Retirement Plan · $28M · 117 · 78th

  • RANK $28M
  • PHOTO 117
  • IND 78th
  • EOY Other
  • 5500 near The Cambridge School of Weston Tda and DC Retirement Plan
  • ASSETS ind #2347

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 →

Wardlaw-Hartridge School DC Retirement Plan in the asset neighbourhood

Metropolitan College of New York 403(b) DC PlanMetropolitan College of New …$28MAdler University Defined Contribution Retirement PlanAdler University Defined Con…$28MThe Cambridge School of Weston Tda and DC Retirement PlanThe Cambridge School of West…$28MWardlaw-Hartridge School DC Retirement PlanWardlaw-Hartridge School DC …$28M403b Thrift Plan for Goodwill Industries of Orange County, Ca403b Thrift Plan for Goodwil…$28M
End-of-year total assets ($M) among Wardlaw-Hartridge School DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN222109610
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Wardlaw-Hartridge School)

Sponsor-wide plan assets over time

All The Wardlaw-Hartridge School plans reported in each filing year

Latest sponsor-wide plan assets
$28M 12.540260410296824% vs 2022
2024 filing year
$24M$25M$26M$27M$28M$29M 202220232024 $25M $28.1M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 111 $25M
2023 1 117 $28M
2024 1 113 $28M

Nearby Other Plans in New Jersey

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

Wardlaw-Hartridge School DC Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Wardlaw-Hartridge School DC Retirement Plan, Total assets ($B): 0.02821179 · Participants: 117Wardlaw-Hartridge School DC Retirement PlanPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
Wardlaw-Hartridge School DC Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Wardlaw-Hartridge School DC Retirement Plan side-by-side with 3 peers →

Wardlaw-Hartridge School DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is The Cambridge School of Weston Tda and DC Retirement Plan in MA ($28M); by covered participants it is Tlc Operations, Inc. Retirement Plan in NC (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wardlaw-Hartridge School DC Retirement Plan assets move in 2023? ▼
Wardlaw-Hartridge School DC Retirement Plan grew at a solid clip - up 12.9% during 2023, from $25M to $28M. Reported net income was $3M.
How have The Wardlaw-Hartridge School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wardlaw-Hartridge School's sponsor-wide assets grew 12.5%, from $25M to $28M.
Where does Wardlaw-Hartridge School DC Retirement Plan rank by assets among Form 5500 filers? ▼
Wardlaw-Hartridge School DC Retirement Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Wardlaw-Hartridge School DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Cambridge School of Weston Tda and DC Retirement Plan in MA ($28M, 92 participants).
Which Other plans cover a similar participant headcount to Wardlaw-Hartridge School DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tlc Operations, Inc. Retirement Plan in NC (117 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222109610.

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.