Other · DOL Form 5500 · 2023
Caldwell University Retirement Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 170
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $321,813
- Avg per participant High balance/head
Official DOL plan name: Caldwell University Defined Contribution Retirement Plan · Sponsored by Caldwell University · New Jersey · Educational Services
$55M in assets, 170 participants
Caldwell University's Caldwell University Defined Contribution Retirement Plan reported $55M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #2,830 in Educational Services (3,735 peers)
Coverage in New Jersey
Caldwell University Defined Contribution Retirement Plan covers 170 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $55M.
- #2,830
- in Educational Services (3,735 peers)
- +1.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Caldwell University Defined Contribution Retirement Plan's outsized position by total assets
Caldwell University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$54,708,204 Top 14% higher than 86% 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
Caldwell University 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. Caldwell University Defined Contribution Retirement Plan sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Caldwell University Defined Contribution Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $768K in the plan year 2023 filing.
- Caldwell University Defined Contribution Retirement Plan reported participants fell from 178 in the plan year 2022 filing to 170 in the plan year 2023 filing.
- Caldwell University Defined Contribution Retirement Plan end-of-year assets rose from $54M in the plan year 2022 filing to $55M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 221500483 · Caldwell University PY 2023 · Other
Caldwell University Defined Contribution Retirement Plan · $55M · 170 · 86th
- PCT $55M
- EIN 170
- RANK 86th
- PHOTO Other
- IND near Maret School Section 403(b) Retirement Savings Plan
- EOY ind #2830
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 →
Caldwell University Defined Contribution Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $768K |
| Employer EIN | 221500483 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caldwell University)
Sponsor-wide plan assets over time
All Caldwell University plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 7.682116555789629% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 178 | $54M |
| 2023 | 1 | 170 | $55M |
| 2024 | 1 | 176 | $58M |
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
Caldwell University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Maret School Section 403(b) Retirement Savings Plan in DC ($55M); by covered participants it is Peninsula Institute for Community Health Inc 403(b) Plan in VA (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
- Maret School Section 403(b) Retirement Savings Plan (DC) $55M · 149
- Rfe/Rl, Inc. US Retirement Savings Plan (DC) $55M · 206
- St. Andrew's School of Delaware 403(b) Plan (DE) $55M · 178
- Oup USA Tax Deferred Annuity Plan (NY) $55M · 555
Similar participant headcount
Nearest other-state filings by covered participants (170 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.