Other · DOL Form 5500 · 2023

The Pennington School Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
185
Participants Below avg headcount
84th
Percentile by assets National rank
$232,872
Avg per participant Above avg balance/head
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Official DOL plan name: The Pennington School DC Retirement Plan · Sponsored by The Pennington School · New Jersey · Educational Services

$43M in assets, 185 participants

The Pennington School's The Pennington School DC Retirement Plan reported $43M in total assets and 185 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.

  • #2,660 in Educational Services (3,735 peers)

Coverage in New Jersey

The Pennington School DC Retirement Plan covers 185 participants in New Jersey, about 22% of the average New Jersey filer (state average ~844 per filing). Assets: $43M.

#2,660
in Educational Services (3,735 peers)
+12.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Pennington School DC Retirement Plan's outsized position by total assets

The Pennington School DC Retirement Plan vs every filed plan by assets

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

$43,081,308 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

The Pennington 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. The Pennington School DC Retirement Plan sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Pennington School DC Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Pennington School DC Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • The Pennington School DC Retirement Plan reported participants rose from 171 in the plan year 2022 filing to 185 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 210635004 · The Pennington School PY 2023 · Other

The Pennington School DC Retirement Plan · $43M · 185 · 84th

  • BOY $43M
  • BOY 185
  • BOY 84th
  • BOY Other
  • BOY near John Cooper School Defined Contribution Retirement Plan
  • BOY ind #2660

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 →

The Pennington School DC Retirement Plan in the asset neighbourhood

Bridge Housing Corporation 403(b) Retirement PlanBridge Housing Corporation 4…$43MGreenpath, Inc. 403(b) Retirement PlanGreenpath, Inc. 403(b) Retir…$43MJohn Cooper School Defined Contribution Retirement PlanJohn Cooper School Defined C…$43MLandon School Retirement Plan$43MThe Pennington School DC Retirement PlanThe Pennington School DC Ret…$43M
End-of-year total assets ($M) among The Pennington 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)$38M
Net Assets (End of Year)$43M
Net Income$5M
Employer EIN210635004
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Pennington School)

Sponsor-wide plan assets over time

All The Pennington School plans reported in each filing year

Latest sponsor-wide plan assets
$48M 23.860395091781978% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.4M $47.6M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 171 $38M
2023 1 185 $43M
2024 1 196 $48M

Nearby Other Plans in New Jersey

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

The Pennington 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 ($B) Participants The Pennington School DC Retirement Plan, Total assets ($B): 0.043081308 · Participants: 185The Pennington 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
The Pennington School DC Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare The Pennington School DC Retirement Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest Other by assets is John Cooper School Defined Contribution Retirement Plan in TX ($43M); by covered participants it is Viterbo University, Inc. Tax Deferred Annuity Plan in WI (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 The Pennington School DC Retirement Plan assets move in 2023? ▼
The Pennington School DC Retirement Plan grew at a solid clip - up 12.2% during 2023, from $38M to $43M. Reported net income was $5M.
How have The Pennington School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Pennington School's sponsor-wide assets grew 23.9%, from $38M to $48M.
Where does The Pennington School DC Retirement Plan rank by assets among Form 5500 filers? ▼
The Pennington School DC 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 The Pennington School DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is John Cooper School Defined Contribution Retirement Plan in TX ($43M, 327 participants).
Which Other plans cover a similar participant headcount to The Pennington School DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Viterbo University, Inc. Tax Deferred Annuity Plan in WI (185 participants, N/A 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 210635004.

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.