Other · DOL Form 5500 · 2023

Morristown Beard School Retirement Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
181
Participants Below avg headcount
85th
Percentile by assets National rank
$263,413
Avg per participant High balance/head
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Official DOL plan name: Morristown-Beard School Defined Contribution Retirement Plan · Sponsored by Morristown Beard School · New Jersey · Educational Services

$48M in assets, 181 participants

Morristown Beard School's Morristown-Beard School Defined Contribution Retirement Plan reported $48M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,741 in Educational Services (3,735 peers)

Coverage in New Jersey

Morristown-Beard School Defined Contribution Retirement Plan covers 181 participants in New Jersey, about 21% of the average New Jersey filer (state average ~844 per filing). Assets: $48M.

#2,741
in Educational Services (3,735 peers)
+14.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Morristown-Beard School Defined Contribution Retirement Plan's outsized position by total assets

Morristown-Beard School Defined Contribution Retirement Plan vs every filed plan by assets

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

$47,677,836 Top 15% higher than 85% 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

Morristown-Beard School Defined Contribution 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. Morristown-Beard School Defined Contribution Retirement Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morristown-Beard School Defined Contribution Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Morristown-Beard School Defined Contribution Retirement Plan reported participants fell from 221 in the plan year 2022 filing to 181 in the plan year 2023 filing.
  • Morristown-Beard School Defined Contribution Retirement Plan end-of-year assets rose from $42M in the plan year 2022 filing to $48M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 221487252 · Morristown Beard School PY 2023 · Other

Morristown-Beard School Defined Contribution Retirement Plan · $48M · 181 · 85th

  • IND $48M
  • EOY 181
  • 5500 85th
  • ASSETS Other
  • PCT near The Town School Defined Contribution Retirement Plan
  • EIN ind #2741

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 →

Morristown-Beard School Defined Contribution Retirement Plan in the asset neighbourhood

The Town School Defined Contribution Retirement PlanThe Town School Defined Cont…$48MMorristown-Beard School Defined Contribution Retirement PlanMorristown-Beard School Defi…$48MRoland Park Country School Retirement PlanRoland Park Country School R…$48MWestern Michigan University Homer Stryker M.D. School of Medicine 403(b) PlanWestern Michigan University …$48MBurrell Behavioral Health Tax Deferred Annuity PlanBurrell Behavioral Health Ta…$47M
End-of-year total assets ($M) among Morristown-Beard School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$48M
Net Income$6M
Employer EIN221487252
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morristown Beard School)

Sponsor-wide plan assets over time

All Morristown Beard School plans reported in each filing year

Latest sponsor-wide plan assets
$52M 24.00129792038454% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $41.7M $51.7M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 221 $42M
2023 1 181 $48M
2024 1 226 $52M

Nearby Other Plans in New Jersey

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

Morristown-Beard School Defined Contribution 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 ($B) Participants Morristown-Beard School Defined Contribution Retirement Plan, Total assets ($B): 0.047677836 · Participants: 181Morristown-Beard School Defined Contribution 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
Morristown-Beard School Defined Contribution Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Morristown-Beard School Defined Contribution Retirement Plan side-by-side with 3 peers →

Morristown-Beard School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is The Town School Defined Contribution Retirement Plan in NY ($48M); by covered participants it is Miss Porter's School 403(b) Retirement Plan in CT (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Morristown-Beard School Defined Contribution Retirement Plan assets move in 2023? ▼
Morristown-Beard School Defined Contribution Retirement Plan grew at a solid clip - up 14.4% during 2023, from $42M to $48M. Reported net income was $6M.
How have Morristown Beard School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morristown Beard School's sponsor-wide assets grew 24.0%, from $42M to $52M.
Where does Morristown-Beard School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Morristown-Beard School Defined Contribution Retirement Plan ranks in the 85th 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 Morristown-Beard School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Town School Defined Contribution Retirement Plan in NY ($48M, 245 participants).
Which Other plans cover a similar participant headcount to Morristown-Beard School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Miss Porter's School 403(b) Retirement Plan in CT (181 participants, $54M 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 221487252.

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.