Other · DOL Form 5500 · 2023
Educational Testing Service Retirement Plan
Data updated 2026-08-25
- $929M
- Total assets Above avg plan size
- 3,243
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $286,510
- Avg per participant High balance/head
Official DOL plan name: Educational Testing Service 403(b) Retirement Savings Plan · Sponsored by Educational Testing Service · New Jersey · Educational Services
$929M in assets, 3,243 participants
Educational Testing Service's Educational Testing Service 403(b) Retirement Savings Plan reported $929M in total assets and 3,243 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #3,661 in Educational Services (3,735 peers)
Coverage in New Jersey
Educational Testing Service 403(b) Retirement Savings Plan covers 3,243 participants in New Jersey, 3.8x the typical New Jersey plan (state average ~844 per filing). Assets: $929M.
- #3,661
- in Educational Services (3,735 peers)
- +13.1%
- assets growth YoY
- 9.3×
- vs typical plan assets (national mean)
Educational Testing Service 403(b) Retirement Savings Plan's outsized position by total assets
Educational Testing Service 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$929,151,958 Top 1% higher than 99% 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
Educational Testing Service 403(b) Retirement Savings 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 403(b) Retirement Savings Plan lands in the large band (3,243 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Educational Testing Service 403(b) Retirement Savings Plan reported net income rose from -$181M in the plan year 2022 filing to $107M in the plan year 2023 filing.
- Educational Testing Service 403(b) Retirement Savings Plan reported participants fell from 3,797 in the plan year 2022 filing to 3,243 in the plan year 2023 filing.
- Educational Testing Service 403(b) Retirement Savings Plan end-of-year assets rose from $822M in the plan year 2022 filing to $929M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 210634479 · Educational Testing Service PY 2023 · Other
Educational Testing Service 403(b) Retirement Savings Plan · $929M · 3,243 · 99th
- EOY $929M
- EOY 3,243
- EOY 99th
- EOY Other
- EOY near Geisinger System Services Tax Sheltered Annuity Program
- EOY ind #3661
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 403(b) Retirement Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $822M |
|---|---|
| Net Assets (End of Year) | $929M |
| Net Income | $107M |
| Employer EIN | 210634479 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,079 | $1.3B |
| 2023 | 2 | 6,553 | $1.5B |
| 2024 | 2 | 6,598 | $1.6B |
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
Educational Testing Service 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Geisinger System Services Tax Sheltered Annuity Program in PA ($937M); by covered participants it is Swedishamerican 403(b) Incentivesaver Plan in IL (3,254 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($929M here).
- Geisinger System Services Tax Sheltered Annuity Program (PA) $937M · 24,191
- Argonne National Laboratory 401(a) Retirement Plan (IL) $942M · 3,096
- Maimonides Medical Center Tax Deferred Retirement (NY) $913M · 8,000
- Saint Louis University 403(b) Annuity Plan (MO) $910M · 4,784
Similar participant headcount
Nearest other-state filings by covered participants (3,243 participants); asset peers above are excluded.
- Swedishamerican 403(b) Incentivesaver Plan (IL) 3,254 · 11 off
- Doylestown Hospital 403(b) Retirement Savings Plan (PA) 3,264 · 21 off
- Goodwill of Colorado Retirement Savings 403(b) Plan (CO) 3,220 · 23 off
- 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania (PA) 3,210 · 33 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.