Money Purchase
2023 plan-year Money Purchase DOL Form 5500

EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

EDUCATIONAL TESTING SERVICE

This Money Purchase plan holds $577M in total assets and serves 3,310 participants as of 2023. It is sponsored by EDUCATIONAL TESTING SERVICE in New Jersey. The plan reported positive net income of $52M for the year.

Total Assets (2023)
$577M
Participants
3,310
State
Industry
Educational Services

What the Filing Says About EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN

EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN is a Money Purchase retirement plan sponsored by EDUCATIONAL TESTING SERVICE, headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $577M in total end-of-year assets and covers 3,310 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 210634479, and the plan has been effective since 1948-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $525M at the beginning of 2023 to $577M at year-end — a gain of 10.0%. Net assets (after liabilities) closed the year at $577M, with reported net income of $52M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$525M
Total Assets (End of Year)$577M
Net Assets (End of Year)$577M
Net Income$52M
Plan TypeMoney Purchase
Employer EIN210634479
Plan Effective Date1948-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (EDUCATIONAL TESTING SERVICE)

Year Plans Participants Total Assets
2022 2 7,079 $1.3B
2023 2 6,553 $1.5B
2024 2 6,598 $1.6B

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN?
As of the 2023 Form 5500 filing, EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN holds $577M in total assets with 3,310 participants. It is sponsored by EDUCATIONAL TESTING SERVICE.
What type of plan is EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN?
EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN is a Money Purchase plan. It has been effective since 1948-01-01. The plan is filed with the U.S. Department of Labor under EIN 210634479.
Who sponsors the EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN?
EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN is sponsored by EDUCATIONAL TESTING SERVICE, located in New Jersey. The sponsor's EIN is 210634479 and the plan operates in the Educational Services industry.
How did EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN perform in 2023?
EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN grew by 10.0% during 2023, moving from $525M to $577M in total assets. Net income was $52M.
Where can I find official filings for EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN?
Official Form 5500 filings for EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 210634479 or plan name at efast.dol.gov.
How does EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN compare to other plans?
You can compare EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN against other Money Purchase plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 210634479.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.