Other · DOL Form 5500 · 2023
Robert Wood Johnson Foundation Retirement Plan
Data updated 2026-08-25
- $139M
- Total assets Near avg plan size
- 317
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $439,119
- Avg per participant High balance/head
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.
- #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.
- #7,683
- in Other Services (7,857 peers)
- +15.5%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Robert Wood Johnson Foundation Qualified Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Robert Wood Johnson Foundation Qualified 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. Robert Wood Johnson Foundation Qualified Retirement Plan sits mid-pack in the medium band (317 participants).
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.
Plan-year Form 5500 strip
Filing strip 226029397 · Robert Wood Johnson Foundation PY 2023 · Other
Robert Wood Johnson Foundation Qualified Retirement Plan · $139M · 317 · 93rd
- ASSETS $139M
- PCT 317
- EIN 93rd
- RANK Other
- PHOTO near Whittier College 403(b) Plan
- IND ind #7683
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 Other Services retirement plans → · Plans in New Jersey →
Robert Wood Johnson Foundation Qualified Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $139M |
| Net Income | $19M |
| Employer EIN | 226029397 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert Wood Johnson Foundation)
Sponsor-wide plan assets over time
All Robert Wood Johnson Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $288M 25.83581588908957% vs 2022
- 2024 filing year
| 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.
- 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
Robert Wood Johnson Foundation Qualified Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Whittier College 403(b) Plan in CA ($139M); by covered participants it is Acrmc 403(b) Plan in OH (317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($139M here).
- Whittier College 403(b) Plan (CA) $139M · 428
- High Point University Retirement Plan (NC) $139M · 919
- King's College Defined Contribution Retirement Plan (PA) $139M · 357
- Ursinus College Defined Contribution Retirement Plan (PA) $139M · 447
Similar participant headcount
Nearest other-state filings by covered participants (317 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.