Money Purchase · DOL Form 5500 · 2023

Institute for Advanced Study Money Purchase Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
200
Participants Below avg headcount
90th
Percentile by assets National rank
$415,181
Avg per participant High balance/head
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Official DOL plan name: Institute for Advanced Study Defined Contribution Retirement Plan · Sponsored by Institute for Advanced Study · New Jersey · Educational Services

$83M in assets, 200 participants

Institute for Advanced Study's Institute for Advanced Study Defined Contribution Retirement Plan reported $83M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,068 in Educational Services (3,735 peers)

Coverage in New Jersey

Institute for Advanced Study Defined Contribution Retirement Plan covers 200 participants in New Jersey, about 24% of the average New Jersey filer (state average ~844 per filing). Assets: $83M.

#3,068
in Educational Services (3,735 peers)
+14.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Institute for Advanced Study Defined Contribution Retirement Plan's outsized position by total assets

Institute for Advanced Study Defined Contribution Retirement Plan vs every filed plan by assets

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

$83,036,246 Top 10% higher than 90% 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

Institute for Advanced Study 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. Institute for Advanced Study Defined Contribution Retirement Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Institute for Advanced Study Defined Contribution Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Institute for Advanced Study Defined Contribution Retirement Plan end-of-year assets rose from $73M in the plan year 2022 filing to $83M in the plan year 2023 filing.
  • Institute for Advanced Study Defined Contribution Retirement Plan reported participants rose from 195 in the plan year 2022 filing to 200 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 210634988 · Institute for Advanced Study PY 2023 · Money Purchase

Institute for Advanced Study Defined Contribution Retirement Plan · $83M · 200 · 90th

  • BOY $83M
  • BOY 200
  • BOY 90th
  • BOY Money Purchase
  • BOY near Florida Ubc Supplemental Pension Plan
  • BOY ind #3068

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 →

Institute for Advanced Study Defined Contribution Retirement Plan in the asset neighbourhood

Roosevelt University 401(a) University Retirement Plan for Faculty and AdministratorsRoosevelt University 401(a) …$84MBaker College Employees' Pension TrustBaker College Employees' Pen…$84MInstitute for Advanced Study Defined Contribution Retirement PlanInstitute for Advanced Study…$83MFlorida Ubc Supplemental Pension PlanFlorida Ubc Supplemental Pen…$83MIBEW Local #972 Pension Plan and TrustIBEW Local #972 Pension Plan…$82M
End-of-year total assets ($M) among Institute for Advanced Study Defined Contribution Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$83M
Net Income$11M
Employer EIN210634988
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institute for Advanced Study)

Sponsor-wide plan assets over time

All Institute for Advanced Study plans reported in each filing year

Latest sponsor-wide plan assets
$159M 22.684800531902592% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $130M $159M ▲ +22.7%
Year Plans Participants Total Assets
2022 2 325 $130M
2023 2 332 $146M
2024 2 346 $159M

Nearby Money Purchase Plans in New Jersey

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

Institute for Advanced Study Defined Contribution Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000 02004006008001000 Total assets ($M) Participants Institute for Advanced Study Defined Contribution Retirement Plan, Total assets ($M): 83.036246 · Participants: 200Institute for Advanced Study Defined Contribution Retirement PlanLocal 68 Engineers Union Annuity Plan, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 577.237524 · Participants: 3310Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitters Local 9 Surety Plan
Institute for Advanced Study Defined Contribution Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Institute for Advanced Study Defined Contribution Retirement Plan side-by-side with 3 peers →

Institute for Advanced Study Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Florida Ubc Supplemental Pension Plan in TN ($83M); by covered participants it is Rhode Island Sheet Metal Workers Local 17 Annuity Fund in RI (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Institute for Advanced Study Defined Contribution Retirement Plan assets move in 2023? ▼
Institute for Advanced Study Defined Contribution Retirement Plan grew at a solid clip - up 14.5% during 2023, from $73M to $83M. Reported net income was $11M.
How have Institute for Advanced Study plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute for Advanced Study's sponsor-wide assets grew 22.7%, from $130M to $159M.
Where does Institute for Advanced Study Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Institute for Advanced Study Defined Contribution Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Institute for Advanced Study Defined Contribution Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Florida Ubc Supplemental Pension Plan in TN ($83M, 6,111 participants).
Which Money Purchase plans cover a similar participant headcount to Institute for Advanced Study Defined Contribution Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Rhode Island Sheet Metal Workers Local 17 Annuity Fund in RI (202 participants, $21M 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 210634988.

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.