Other · DOL Form 5500 · 2023

Blair Academy Retirement Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
157
Participants Small participant base
89th
Percentile by assets National rank
$454,678
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Blair Academy DC Retirement Plan · Sponsored by Blair Academy · New Jersey · Educational Services

$71M in assets, 157 participants

Blair Academy's Blair Academy DC Retirement Plan reported $71M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,985 in Educational Services (3,735 peers)

Coverage in New Jersey

Blair Academy DC Retirement Plan covers 157 participants in New Jersey, about 19% of the average New Jersey filer (state average ~844 per filing). Assets: $71M.

#2,985
in Educational Services (3,735 peers)
+14.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Blair Academy DC Retirement Plan's outsized position by total assets

Blair Academy DC Retirement Plan vs every filed plan by assets

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

$71,384,523 Top 11% higher than 89% 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

Blair Academy DC 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. Blair Academy DC Retirement Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blair Academy DC Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Blair Academy DC Retirement Plan end-of-year assets rose from $62M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • Blair Academy DC Retirement Plan reported participants fell from 164 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 221500475 · Blair Academy PY 2023 · Other

Blair Academy DC Retirement Plan · $71M · 157 · 89th

  • EOY $71M
  • EOY 157
  • EOY 89th
  • EOY Other
  • EOY near Ascension Healthcare Legacy ERISA 403(b) Plan
  • EOY ind #2985

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 →

Blair Academy DC Retirement Plan in the asset neighbourhood

Baylor School DC Plan$71MNational Endowment for Democracy 403(b) Retirement PlanNational Endowment for Democ…$71MBlair Academy DC Retirement PlanBlair Academy DC Retirement …$71MAscension Healthcare Legacy ERISA 403(b) PlanAscension Healthcare Legacy …$71MCarnegie Institution of Washington Supplemental Retirement Annuity (Sra) PlanCarnegie Institution of Wash…$71M
End-of-year total assets ($M) among Blair Academy DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$71M
Net Income$9M
Employer EIN221500475
Plan Effective Date1948-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blair Academy)

Sponsor-wide plan assets over time

All Blair Academy plans reported in each filing year

Latest sponsor-wide plan assets
$78M 25.9990340301474% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $62.2M $78.3M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 164 $62M
2023 1 157 $71M
2024 1 156 $78M

Nearby Other Plans in New Jersey

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

Blair Academy DC 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 ($B) Participants Blair Academy DC Retirement Plan, Total assets ($B): 0.071384523 · Participants: 157Blair Academy DC 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
Blair Academy DC Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants

Blair Academy DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Ascension Healthcare Legacy ERISA 403(b) Plan in MO ($71M); by covered participants it is Mount Aloysius College Consolidated Retirement Pla in PA (157 participants). Same-state nearby plans are listed separately above.

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 Blair Academy DC Retirement Plan assets move in 2023? ▼
Blair Academy DC Retirement Plan grew at a solid clip - up 14.8% during 2023, from $62M to $71M. Reported net income was $9M.
How have Blair Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blair Academy's sponsor-wide assets grew 26.0%, from $62M to $78M.
Where does Blair Academy DC Retirement Plan rank by assets among Form 5500 filers? ▼
Blair Academy DC Retirement Plan ranks in the 89th 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 Blair Academy DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Ascension Healthcare Legacy ERISA 403(b) Plan in MO ($71M, 1,014 participants).
Which Other plans cover a similar participant headcount to Blair Academy DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Mount Aloysius College Consolidated Retirement Pla in PA (157 participants, $39M in assets).