Other · DOL Form 5500 · 2023
The Peddie School Retirement Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 323
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $245,671
- Avg per participant Above avg balance/head
Official DOL plan name: Peddie School 403(b) Tda & DC Plan · Sponsored by The Peddie School · New Jersey · Educational Services
$79M in assets, 323 participants
The Peddie School's Peddie School 403(b) Tda & DC Plan reported $79M in total assets and 323 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #3,046 in Educational Services (3,735 peers)
Coverage in New Jersey
Peddie School 403(b) Tda & DC Plan covers 323 participants in New Jersey, about 38% of the average New Jersey filer (state average ~844 per filing). Assets: $79M.
- #3,046
- in Educational Services (3,735 peers)
- +14.4%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Peddie School 403(b) Tda & DC Plan's outsized position by total assets
Peddie School 403(b) Tda & DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$79,351,611 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Peddie School 403(b) Tda & DC 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. Peddie School 403(b) Tda & DC Plan sits mid-pack in the medium band (323 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Peddie School 403(b) Tda & DC Plan reported net income rose from -$8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Peddie School 403(b) Tda & DC Plan end-of-year assets rose from $69M in the plan year 2022 filing to $79M in the plan year 2023 filing.
- Peddie School 403(b) Tda & DC Plan reported participants rose from 315 in the plan year 2022 filing to 323 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 210634492 · The Peddie School PY 2023 · Other
Peddie School 403(b) Tda & DC Plan · $79M · 323 · 90th
- TYPE $79M
- TYPE 323
- TYPE 90th
- TYPE Other
- TYPE near Cranbrook Educational Community Section 403(b) Plan
- TYPE ind #3046
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 →
Peddie School 403(b) Tda & DC Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | $10M |
| Employer EIN | 210634492 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Peddie School)
Sponsor-wide plan assets over time
All The Peddie School plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 26.60098929911608% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 315 | $69M |
| 2023 | 1 | 323 | $79M |
| 2024 | 1 | 331 | $88M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Princeton University Retirement Plan $2.1B · 8,456
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.7B · 17,739
- Princeton University Retirement Savings Plan $1.5B · 7,955
- Rwjbarnabas Health 403(b) Savings Plan $1.3B · 28,672
- Atlantic Health System 403(b) Retirement Savings Plan $1.0B · 19,936
Peddie School 403(b) Tda & DC Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Cranbrook Educational Community Section 403(b) Plan in MI ($79M); by covered participants it is Federation of American Societies for Experimental Biology Defined Contribution Plan in MD (323 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
Similar participant headcount
Nearest other-state filings by covered participants (323 participants); asset peers above are excluded.
- Federation of American Societies for Experimental Biology Defined Contribution Plan (MD) 323 · 0 off
- Bronx Charter School for Excellence 403(b) Deferred Compensation Plan (NY) 323 · 0 off
- Cerebral Palsy Research Foundation of Kansas, Inc. Tax Deferred Annuity Plan (KS) 323 · 0 off
- New Horizons Resources, Inc. 403(b) Plan (NY) 323 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.