Other · DOL Form 5500 · 2023

Robert Wood Johnson Foundation Retirement Plan

Data updated 2026-08-11

$139M
Total assets
317
Participants
93rd
Percentile by assets
$439,119
Avg per participant
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Official DOL plan name: Robert Wood Johnson Foundation Qualified Retirement Plan · Sponsored by Robert Wood Johnson Foundation · New Jersey · Other Services

$139M in assets, 317 participants

Robert Wood Johnson Foundation's Robert Wood Johnson Foundation Qualified Retirement Plan reported $139M in total assets and 317 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #7,683 in Other Services (7,857 peers)

Coverage in New Jersey

Robert Wood Johnson Foundation Qualified Retirement Plan covers 317 participants in New Jersey, about 38% of the average New Jersey filer (state average ~844 per filing). Assets: $139M.

$139M
total plan assets (2023 EOY)
317
covered participants
93rd
percentile by assets (of 127,072 plans)
$439,119
avg assets per participant

Where Robert Wood Johnson Foundation Qualified Retirement Plan sits by total assets

Robert Wood Johnson Foundation Qualified Retirement Plan vs every filed plan by assets

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

$139,200,806 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert Wood Johnson Foundation Qualified Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Robert Wood Johnson Foundation Qualified Retirement Plan end-of-year assets rose from $120M in the plan year 2022 filing to $139M in the plan year 2023 filing.
  • Robert Wood Johnson Foundation Qualified Retirement Plan reported participants rose from 298 in the plan year 2022 filing to 317 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New Jersey
Industry
Other Services

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Robert Wood Johnson Foundation Qualified Retirement Plan reports 317 participants - about 38% of that state average ($139M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$139M
Net Income$19M
Employer EIN226029397
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert Wood Johnson Foundation)

$220M$240M$260M$280M$300M 202220232024 $229M $288M ▲ +25.8%
Total plan assets by year, all Robert Wood Johnson Foundation plans on file
Year Plans Participants Total Assets
2022 2 591 $229M
2023 2 627 $260M
2024 2 668 $288M

Nearby Other Plans in New Jersey

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

Robert Wood Johnson Foundation Qualified Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 00.511.522.5 Total assets ($B) Participants Robert Wood Johnson …, Total assets ($B): 0.139200806 · Participants: 317Robert Wood Johnson …Princeton University…, Total assets ($B): 2.131527701 · Participants: 8456Princeton University…Consolidated 403(b) …, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) …Princeton University…, Total assets ($B): 1.532776551 · Participants: 7955Princeton University…Rwjbarnabas Health 4…, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 4…Atlantic Health Syst…, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health Syst…
Robert Wood Johnson Foundation Qualified Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Robert Wood Johnson Foundation Qualified… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Robert Wood Johnson Foundation Qualified Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Robert Wood Johnson Foundation Qualified Retirement Plan assets move in 2023? ▼
Robert Wood Johnson Foundation Qualified Retirement Plan grew sharply - up 15.5% during 2023, from $120M to $139M. Reported net income was $19M.
How have Robert Wood Johnson Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert Wood Johnson Foundation's sponsor-wide assets grew 25.8%, from $229M to $288M.
Where does Robert Wood Johnson Foundation Qualified Retirement Plan rank by assets among Form 5500 filers? ▼
Robert Wood Johnson Foundation Qualified Retirement Plan ranks in the 93rd 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 Other plans are similar in size to Robert Wood Johnson Foundation Qualified Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Whittier College 403(b) Plan in CA ($139M, 428 participants).

Next read for Robert Wood Johnson Foundation Qualified…

Filing takeaways

Ways to act on Robert Wood Johnson Foundation Qualified Retirement Plan's numbers.

  • By total assets, Robert Wood Johnson Foundation Qualified Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in New Jersey. Compare plans
  • Robert Wood Johnson Foundation's sponsor-wide assets have grown 25.8% since 2022 across 3 plan years on file. More Other Services plans

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 226029397.

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.