Money Purchase · DOL Form 5500 · 2023

Educational Testing Service Money Purchase Plan

Data updated 2026-08-25

$577M
Total assets Above avg plan size
3,310
Participants Above avg headcount
98th
Percentile by assets National rank
$174,392
Avg per participant Above avg balance/head
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Official DOL plan name: Educational Testing Service 401(a) Retirement Plan · Sponsored by Educational Testing Service · New Jersey · Educational Services

$577M in assets, 3,310 participants

Educational Testing Service's Educational Testing Service 401(a) Retirement Plan reported $577M in total assets and 3,310 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,616 in Educational Services (3,735 peers)

Coverage in New Jersey

Educational Testing Service 401(a) Retirement Plan covers 3,310 participants in New Jersey, 3.9x the typical New Jersey plan (state average ~844 per filing). Assets: $577M.

#3,616
in Educational Services (3,735 peers)
+10.0%
assets growth YoY
5.8×
vs typical plan assets (national mean)

Educational Testing Service 401(a) Retirement Plan's outsized position by total assets

Educational Testing Service 401(a) Retirement Plan vs every filed plan by assets

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

$577,237,524 Top 2% higher than 98% 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

Educational Testing Service 401(a) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Educational Testing Service 401(a) Retirement Plan lands in the large band (3,310 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Educational Testing Service 401(a) Retirement Plan reported net income rose from -$107M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Educational Testing Service 401(a) Retirement Plan end-of-year assets rose from $525M in the plan year 2022 filing to $577M in the plan year 2023 filing.
  • Educational Testing Service 401(a) Retirement Plan reported participants rose from 3,282 in the plan year 2022 filing to 3,310 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 210634479 · Educational Testing Service PY 2023 · Money Purchase

Educational Testing Service 401(a) Retirement Plan · $577M · 3,310 · 98th

  • SCH $577M
  • EBSA 3,310
  • PART 98th
  • TYPE Money Purchase
  • NET near Hawaii Carpenters Financial Security Fund
  • BOOK ind #3616

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 →

Educational Testing Service 401(a) Retirement Plan in the asset neighbourhood

San Mateo County Electrical Construction Industry Retiremt PlanSan Mateo County Electrical …$600MThe Rand Corporation 401(a) Qualified Retirement PlanThe Rand Corporation 401(a) …$593MEducational Testing Service 401(a) Retirement PlanEducational Testing Service …$577MHawaii Carpenters Financial Security FundHawaii Carpenters Financial …$577MIron Workers District Council of New England Annuity FundIron Workers District Counci…$567M
End-of-year total assets ($M) among Educational Testing Service 401(a) Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

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

Sponsor Plan History (Educational Testing Service)

Sponsor-wide plan assets over time

All Educational Testing Service plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 16.964195701836417% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B 202220232024 $1.35B $1.58B ▲ +17.0%
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.

Educational Testing Service 401(a) Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0200040006000 2004006008001000 Total assets ($M) Participants Educational Testing Service 401(a) Retirement Plan, Total assets ($M): 577.237524 · Participants: 3310Educational Testing Service 401(a) Retirement PlanLocal 68 Engineers Union Annuity Plan, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purchase Pension Fund and PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitters Local 9 Surety PlanKpmg Personal Account for Retirement Plan, Total assets ($M): 279.310363 · Participants: 550Kpmg Personal Account for Retirement Plan
Educational Testing Service 401(a) Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Educational Testing Service 401(a) Retirement Plan side-by-side with 3 peers →

Educational Testing Service 401(a) Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Hawaii Carpenters Financial Security Fund in HI ($577M); by covered participants it is Billings Clinic Pension Plan in MT (3,355 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,310 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 Educational Testing Service 401(a) Retirement Plan assets move in 2023? ▼
Educational Testing Service 401(a) Retirement Plan grew at a solid clip - up 10.0% during 2023, from $525M to $577M. Reported net income was $52M.
How have Educational Testing Service plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Educational Testing Service's sponsor-wide assets grew 17.0%, from $1.3B to $1.6B.
Where does Educational Testing Service 401(a) Retirement Plan rank by assets among Form 5500 filers? ▼
Educational Testing Service 401(a) Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Educational Testing Service 401(a) Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Hawaii Carpenters Financial Security Fund in HI ($577M, 3,972 participants).
Which Money Purchase plans cover a similar participant headcount to Educational Testing Service 401(a) Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Billings Clinic Pension Plan in MT (3,355 participants, $237M 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 210634479.

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.