Other · DOL Form 5500 · 2023

BANCROFT Retirement Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
2,765
Participants Above avg headcount
90th
Percentile by assets National rank
$30,053
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#16,154
in Healthcare & Social Assistance (17,684 peers)
+19.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Bancroft Defined Contribution Retirement Plan's outsized position 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 $2,050,000,000 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

Bancroft Defined Contribution Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bancroft Defined Contribution Retirement Plan lands in the large band (2,765 participants).

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 →

Form 5500 schedule snapshot

Filing strip 210672770 · BANCROFT PY 2023 · Other

Bancroft Defined Contribution Retirement Plan · $83M · 2,765 · 90th

  • RANK $83M
  • PHOTO 2,765
  • IND 90th
  • EOY Other
  • 5500 near Elon University Tax Deferred Annuity Plan
  • ASSETS ind #16154

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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →

Bancroft Defined Contribution Retirement Plan in the asset neighbourhood

Chmc Anesthesia Foundation, Inc. 403(b) PlanChmc Anesthesia Foundation, …$83MIha 401(k) and Retirement Savings PlanIha 401(k) and Retirement Sa…$83MUpmc Western Maryland 403(b) Savings PlanUpmc Western Maryland 403(b)…$83MBancroft Defined Contribution Retirement PlanBancroft Defined Contributio…$83MElon University Tax Deferred Annuity PlanElon University Tax Deferred…$83M
End-of-year total assets ($M) among Bancroft Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All BANCROFT plans reported in each filing year

Latest sponsor-wide plan assets
$97M 39.01456165498861% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $69.5M $96.6M ▲ +39.0%
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 ($B) Participants Bancroft Defined Contribution Retirement Plan, Total assets ($B): 0.083095631 · Participants: 2765Bancroft Defined Contribution Retirement PlanPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
Bancroft Defined Contribution Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Bancroft Defined Contribution Retirement Plan side-by-side with 3 peers →

Bancroft Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Elon University Tax Deferred Annuity Plan in NC ($83M); by covered participants it is 403(b) Savings Plan for Children's Hospital & Research Center Oakland in CA (2,765 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,765 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.

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).
Which Other plans cover a similar participant headcount to Bancroft Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Savings Plan for Children's Hospital & Research Center Oakland in CA (2,765 participants, $391M in assets).

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 210672770.

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.