Other · DOL Form 5500 · 2023

BANCROFT Retirement Plan

Data updated 2026-08-11

$83M
Total assets
2,765
Participants
90th
Percentile by assets
$30,053
Avg per participant
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Official DOL plan name: Bancroft Defined Contribution Retirement Plan · Sponsored by BANCROFT · New Jersey · Healthcare & Social Assistance

$83M in assets, 2,765 participants

BANCROFT's Bancroft Defined Contribution Retirement Plan reported $83M in total assets and 2,765 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 127,072 plans)
  • #16,154 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

Bancroft Defined Contribution Retirement Plan covers 2,765 participants in New Jersey, 3.3x the typical New Jersey plan (state average ~844 per filing). Assets: $83M.

$83M
total plan assets (2023 EOY)
2,765
covered participants
90th
percentile by assets (of 127,072 plans)
$30,053
avg assets per participant

Where Bancroft Defined Contribution Retirement Plan sits by total assets

Bancroft Defined Contribution Retirement Plan vs every filed plan by assets

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

$83,095,631 Top 10% higher than 90% 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

  • Bancroft Defined Contribution Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Bancroft Defined Contribution Retirement Plan end-of-year assets rose from $70M in the plan year 2022 filing to $83M in the plan year 2023 filing.
  • Bancroft Defined Contribution Retirement Plan reported participants rose from 2,522 in the plan year 2022 filing to 2,765 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Bancroft Defined Contribution Retirement Plan reports 2,765 participants - 3.3x that state average ($83M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$83M
Net Income$14M
Employer EIN210672770
Plan Effective Date1979-01-20
Filing StatusFILING RECEIVED

Sponsor Plan History (BANCROFT)

$60M$70M$80M$90M$100M 202220232024 $69.5M $96.6M ▲ +39.0%
Total plan assets by year, all BANCROFT plans on file
Year Plans Participants Total Assets
2022 1 2,522 $70M
2023 1 2,765 $83M
2024 1 3,081 $97M

Nearby Other Plans in New Jersey

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

Bancroft Defined Contribution Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -0.500.511.522.5 Total assets ($B) Participants Bancroft Defined Con…, Total assets ($B): 0.083095631 · Participants: 2765Bancroft Defined Con…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…
Bancroft Defined Contribution Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Bancroft Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Bancroft Defined Contribution Retirement Plan assets move in 2023?
Bancroft Defined Contribution Retirement Plan grew sharply - up 19.6% during 2023, from $70M to $83M. Reported net income was $14M.
How have BANCROFT plan assets changed over time?
Across 3 plan years on file (2022-2024), BANCROFT's sponsor-wide assets grew 39.0%, from $70M to $97M.
Where does Bancroft Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Bancroft Defined Contribution Retirement Plan ranks in the 90th 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 Bancroft Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Elon University Tax Deferred Annuity Plan in NC ($83M, 800 participants).

Next read for Bancroft Defined Contribution Retirement…

Filing takeaways

Ways to act on Bancroft Defined Contribution Retirement Plan's numbers.