Other · DOL Form 5500 · 2023
Robert Wood Johnson Foundation Retirement Plan
Data updated 2026-08-11
- $121M
- Total assets
- 310
- Participants
- 92nd
- Percentile by assets
- $390,186
- Avg per participant
Official DOL plan name: Robert Wood Johnson Foundation Matched Savings Plan · Sponsored by Robert Wood Johnson Foundation · New Jersey · Other Services
$121M in assets, 310 participants
Robert Wood Johnson Foundation's Robert Wood Johnson Foundation Matched Savings Plan reported $121M in total assets and 310 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 127,072 plans)
- #7,656 in Other Services (7,857 peers)
Coverage in New Jersey
Robert Wood Johnson Foundation Matched Savings Plan covers 310 participants in New Jersey, about 37% of the average New Jersey filer (state average ~844 per filing). Assets: $121M.
- $121M
- total plan assets (2023 EOY)
- 310
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $390,186
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robert Wood Johnson Foundation Matched Savings Plan reported net income rose from -$16M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Robert Wood Johnson Foundation Matched Savings Plan end-of-year assets rose from $108M in the plan year 2022 filing to $121M in the plan year 2023 filing.
- Robert Wood Johnson Foundation Matched Savings Plan reported participants rose from 293 in the plan year 2022 filing to 310 in the plan year 2023 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Robert Wood Johnson Foundation Matched Savings Plan reports 310 participants - about 37% of that state average ($121M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $108M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | $13M |
| Employer EIN | 226029397 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert Wood Johnson Foundation)
| 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 Matched Savings Plan vs. nearby Other plans in New Jersey, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Robert Wood Johnson Foundation Matched Savings Plan by total assets, not by location.
- Akron Children's Hospital Retirement Security Plan (OH) $121M · 5,400
- Collegiate School Defined Contribution Retirement Plan (NY) $121M · 156
- Woodward Academy, Inc. Retirement Plan (GA) $121M · 722
- Roosevelt University 403(b) Retirement Plan (IL) $121M · 522
Frequently Asked Questions
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Filing takeaways
Ways to act on Robert Wood Johnson Foundation Matched Savings Plan's numbers.
- By total assets, Robert Wood Johnson Foundation Matched Savings 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