Other · DOL Form 5500 · 2023

The Elisabeth Morrow School Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
101
Participants Small participant base
72nd
Percentile by assets National rank
$191,158
Avg per participant Above avg balance/head
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Official DOL plan name: The Elisabeth Morrow School 403(b) Retirement Plan · Sponsored by The Elisabeth Morrow School · New Jersey · Educational Services

$19M in assets, 101 participants

The Elisabeth Morrow School's The Elisabeth Morrow School 403(b) Retirement Plan reported $19M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,048 in Educational Services (3,735 peers)

Coverage in New Jersey

The Elisabeth Morrow School 403(b) Retirement Plan covers 101 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $19M.

#2,048
in Educational Services (3,735 peers)
+10.9%
assets growth YoY

The Elisabeth Morrow School 403(b) Retirement Plan's outsized position by total assets

The Elisabeth Morrow School 403(b) Retirement Plan vs every filed plan by assets

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

$19,306,909 Top 28% higher than 72% 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 Elisabeth Morrow School 403(b) 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 Elisabeth Morrow School 403(b) Retirement Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Elisabeth Morrow School 403(b) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Elisabeth Morrow School 403(b) Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • The Elisabeth Morrow School 403(b) Retirement Plan reported participants rose from 95 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 221487171 · The Elisabeth Morrow School PY 2023 · Other

The Elisabeth Morrow School 403(b) Retirement Plan · $19M · 101 · 72nd

  • 5500 $19M
  • 5500 101
  • 5500 72nd
  • 5500 Other
  • 5500 near Employee Benefit Plan of Mobridge Regional Hospital
  • 5500 ind #2048

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 Elisabeth Morrow School 403(b) Retirement Plan in the asset neighbourhood

Knight Foundation Section 403(b) PlanKnight Foundation Section 40…$19MApla Health & Wellness 403(b) PlanApla Health & Wellness 403(b…$19MThe Elisabeth Morrow School 403(b) Retirement PlanThe Elisabeth Morrow School …$19MEmployee Benefit Plan of Mobridge Regional HospitalEmployee Benefit Plan of Mob…$19MThe Steward School Defined Contribution Retirement PlanThe Steward School Defined C…$19M
End-of-year total assets ($M) among The Elisabeth Morrow School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN221487171
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Elisabeth Morrow School)

Sponsor-wide plan assets over time

All The Elisabeth Morrow School plans reported in each filing year

Latest sponsor-wide plan assets
$21M 20.726028797251413% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.4M $21M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 95 $17M
2023 1 101 $19M
2024 1 101 $21M

Nearby Other Plans in New Jersey

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

The Elisabeth Morrow School 403(b) 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 ($B) Participants The Elisabeth Morrow School 403(b) Retirement Plan, Total assets ($B): 0.019306909 · Participants: 101The Elisabeth Morrow School 403(b) 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 Elisabeth Morrow School 403(b) Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare The Elisabeth Morrow School 403(b) Retirement Plan side-by-side with 3 peers →

The Elisabeth Morrow School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Employee Benefit Plan of Mobridge Regional Hospital in SD ($19M); by covered participants it is Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan in NC (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Elisabeth Morrow School 403(b) Retirement Plan assets move in 2023? ▼
The Elisabeth Morrow School 403(b) Retirement Plan grew at a solid clip - up 10.9% during 2023, from $17M to $19M. Reported net income was $2M.
How have The Elisabeth Morrow School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Elisabeth Morrow School's sponsor-wide assets grew 20.7%, from $17M to $21M.
Which Other plans are similar in size to The Elisabeth Morrow School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Mobridge Regional Hospital in SD ($19M, 247 participants).
Which Other plans cover a similar participant headcount to The Elisabeth Morrow School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan in NC (101 participants, $7M 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 221487171.

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.