Other · DOL Form 5500 · 2023
Elwyn New Jersey Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 432
- Participants Below avg headcount
- 33rd
- Percentile by assets National rank
- $5,623
- Avg per participant Low balance/head
Official DOL plan name: Elwyn New Jersey 403(b) Plan · Sponsored by Elwyn New Jersey · Pennsylvania · Public Administration
$2M in assets, 432 participants
Elwyn New Jersey's Elwyn New Jersey 403(b) Plan reported $2M in total assets and 432 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #8 in Public Administration (80 peers)
Public Administration sector rank
Within Public Administration, Elwyn New Jersey 403(b) Plan ranks #8 of 80 2023 filers by assets (1374% of the sector average)-$2M for 432 participants.
- #8
- in Public Administration (80 peers)
- +15.7%
- assets growth YoY
Elwyn New Jersey 403(b) Plan among the smaller filed plans by assets
Elwyn New Jersey 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,429,040 33rd percentile higher than 33% 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
Elwyn New Jersey 403(b) 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. Elwyn New Jersey 403(b) Plan sits mid-pack in the medium band (432 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Elwyn New Jersey 403(b) Plan reported net income rose from -$249K in the plan year 2022 filing to $329K in the plan year 2023 filing.
- Elwyn New Jersey 403(b) Plan reported participants rose from 342 in the plan year 2022 filing to 432 in the plan year 2023 filing.
- Elwyn New Jersey 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 221801227 · Elwyn New Jersey PY 2023 · Other
Elwyn New Jersey 403(b) Plan · $2M · 432 · 33rd
- BOOK $2M
- BOOK 432
- BOOK 33rd
- BOOK Other
- BOOK near National Science Teachers Association Tax-Deferred Plan
- BOOK ind #8
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 Public Administration retirement plans → · Plans in Pennsylvania →
Elwyn New Jersey 403(b) Plan in the asset neighbourhood
Public Administration filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $329K |
| Employer EIN | 221801227 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Elwyn New Jersey)
Sponsor-wide plan assets over time
All Elwyn New Jersey plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 19.797960677511405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 538 | $18M |
| 2023 | 2 | 577 | $17M |
| 2024 | 2 | 529 | $14M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Elwyn New Jersey 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is National Science Teachers Association Tax-Deferred Plan in VA ($2M); by covered participants it is Northeast Kingdom Human Services, Inc. DC Plan in VT (432 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (432 participants); asset peers above are excluded.
- Northeast Kingdom Human Services, Inc. DC Plan (VT) 432 · 0 off
- Hamline University 403(b) Retirement Plan (MN) 432 · 0 off
- 403(b) Thrift Plan of Stanley Street Treatment and Resources, Inc. (MA) 432 · 0 off
- Ccc Retirement Savings Plan (MO) 431 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.