Other · DOL Form 5500 · 2023
Monmouth University, Inc. Retirement Plan
Data updated 2026-08-25
- $337M
- Total assets Above avg plan size
- 907
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $371,737
- Avg per participant High balance/head
Official DOL plan name: Monmouth University Defined Contribution Retirement Plan · Sponsored by Monmouth University, Inc. · New Jersey · Educational Services
$337M in assets, 907 participants
Monmouth University, Inc.'s Monmouth University Defined Contribution Retirement Plan reported $337M in total assets and 907 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,530 in Educational Services (3,735 peers)
Where Monmouth University Defined Contribution Retirement Plan sits by assets
Monmouth University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $337M for 907 participants (~$371,737/participant), up 9.8% in 2023.
- #3,530
- in Educational Services (3,735 peers)
- +9.8%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Monmouth University Defined Contribution Retirement Plan's outsized position by total assets
Monmouth University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$337,165,862 Top 4% higher than 96% 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
Monmouth 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. Monmouth University Defined Contribution Retirement Plan sits mid-pack in the medium band (907 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Monmouth University Defined Contribution Retirement Plan reported net income rose from -$44M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Monmouth University Defined Contribution Retirement Plan end-of-year assets rose from $307M in the plan year 2022 filing to $337M in the plan year 2023 filing.
- Monmouth University Defined Contribution Retirement Plan reported participants rose from 881 in the plan year 2022 filing to 907 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 210634584 · Monmouth University, Inc. PY 2023 · Other
Monmouth University Defined Contribution Retirement Plan · $337M · 907 · 96th
- NET $337M
- NET 907
- NET 96th
- NET Other
- NET near Excela Health 403(b) Retirement Plan
- NET ind #3530
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 →
Monmouth University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $307M |
|---|---|
| Net Assets (End of Year) | $337M |
| Net Income | $30M |
| Employer EIN | 210634584 |
| Plan Effective Date | 1952-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monmouth University, Inc.)
Sponsor-wide plan assets over time
All Monmouth University, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $359M 16.953795227196284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 881 | $307M |
| 2023 | 1 | 907 | $337M |
| 2024 | 1 | 1,042 | $359M |
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
Monmouth University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Excela Health 403(b) Retirement Plan in PA ($338M); by covered participants it is Mmss 403b Plan in MS (908 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($337M here).
- Excela Health 403(b) Retirement Plan (PA) $338M · 4,063
- Franklin and Marshall College Retirement Plan (PA) $338M · 737
- Roger Williams University Retirement Plan (RI) $336M · 2,740
- Oak Ridge Associated Universities 403(b) Retirement Plan (TN) $336M · 1,041
Similar participant headcount
Nearest other-state filings by covered participants (907 participants); asset peers above are excluded.
- Mmss 403b Plan (MS) 908 · 1 off
- Wood County Hospital 403(b) Plan (OH) 909 · 2 off
- Genesee Education Consultant Svcs, Inc. 403b (MI) 905 · 2 off
- Horizon House 403(b) Retirement Plan (PA) 909 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.