Other · DOL Form 5500 · 2023

Felician University Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
373
Participants Below avg headcount
84th
Percentile by assets National rank
$113,428
Avg per participant Below avg balance/head
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Official DOL plan name: Felician University Retirement Plan · Sponsored by Felician University · New Jersey · Educational Services

$42M in assets, 373 participants

Felician University's Felician University Retirement Plan reported $42M in total assets and 373 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,645 in Educational Services (3,735 peers)

Coverage in New Jersey

Felician University Retirement Plan covers 373 participants in New Jersey, about 44% of the average New Jersey filer (state average ~844 per filing). Assets: $42M.

#2,645
in Educational Services (3,735 peers)
+13.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Felician University Retirement Plan's outsized position by total assets

Felician University Retirement Plan vs every filed plan by assets

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

$42,308,645 Top 16% higher than 84% 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

Felician University 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. Felician University Retirement Plan sits mid-pack in the medium band (373 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Felician University Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Felician University Retirement Plan reported participants rose from 322 in the plan year 2022 filing to 373 in the plan year 2023 filing.
  • Felician University Retirement Plan end-of-year assets rose from $37M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 221912028 · Felician University PY 2023 · Other

Felician University Retirement Plan · $42M · 373 · 84th

  • RANK $42M
  • RANK 373
  • RANK 84th
  • RANK Other
  • RANK near Asbury Theological Seminary 403(b) DC Plan
  • RANK ind #2645

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 →

Felician University Retirement Plan in the asset neighbourhood

Stowers Group 403(b) Savings PlanStowers Group 403(b) Savings…$42MFelician University Retirement PlanFelician University Retireme…$42MAsbury Theological Seminary 403(b) DC PlanAsbury Theological Seminary …$42MPhoenix Country Day School 403b Retirement PlanPhoenix Country Day School 4…$42MThe University of Connecticut Foundation, Inc. Retirement Annuity PlanThe University of Connecticu…$42M
End-of-year total assets ($M) among Felician University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN221912028
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Felician University)

Sponsor-wide plan assets over time

All Felician University plans reported in each filing year

Latest sponsor-wide plan assets
$45M 20.870188544724016% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.3M $45.1M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 322 $37M
2023 1 373 $42M
2024 1 372 $45M

Nearby Other Plans in New Jersey

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

Felician University 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 ($B) Participants Felician University Retirement Plan, Total assets ($B): 0.042308645 · Participants: 373Felician University 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
Felician University Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Felician University Retirement Plan side-by-side with 3 peers →

Felician University Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Asbury Theological Seminary 403(b) DC Plan in KY ($42M); by covered participants it is The Bishop's School 403(b) Plan in CA (373 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (373 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 Felician University Retirement Plan assets move in 2023? ▼
Felician University Retirement Plan grew at a solid clip - up 13.5% during 2023, from $37M to $42M. Reported net income was $5M.
How have Felician University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Felician University's sponsor-wide assets grew 20.9%, from $37M to $45M.
Where does Felician University Retirement Plan rank by assets among Form 5500 filers? ▼
Felician University Retirement Plan ranks in the 84th 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 Felician University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Asbury Theological Seminary 403(b) DC Plan in KY ($42M, 227 participants).
Which Other plans cover a similar participant headcount to Felician University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Bishop's School 403(b) Plan in CA (373 participants, $69M 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 221912028.

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.