Other · DOL Form 5500 · 2023
Mccarter Theatre Company Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $198,840
- Avg per participant Above avg balance/head
Official DOL plan name: Mccarter Theatre Retirement Plan · Sponsored by Mccarter Theatre Company · New Jersey · Arts, Entertainment & Recreation
$16M in assets, 80 participants
Mccarter Theatre Company's Mccarter Theatre Retirement Plan reported $16M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #2,381 in Arts, Entertainment & Recreation (2,945 peers)
Mccarter Theatre Company multi-year trail
Mccarter Theatre Company's plans moved +31.2% in assets from 2022 to 2024; this filing shows Mccarter Theatre Retirement Plan at $16M / 80 participants.
- #2,381
- in Arts, Entertainment & Recreation (2,945 peers)
- +18.3%
- assets growth YoY
Mccarter Theatre Retirement Plan's outsized position by total assets
Mccarter Theatre Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,907,179 Top 32% higher than 68% 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
Mccarter Theatre Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mccarter Theatre Retirement Plan is a small filing (80 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mccarter Theatre Retirement Plan reported net income rose from -$183K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Mccarter Theatre Retirement Plan reported participants rose from 64 in the plan year 2022 filing to 80 in the plan year 2023 filing.
- Mccarter Theatre Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 210724198 · Mccarter Theatre Company PY 2023 · Other
Mccarter Theatre Retirement Plan · $16M · 80 · 68th
- EBSA $16M
- PART 80
- TYPE 68th
- NET Other
- BOOK near Cornwall Manor Retirement Community Internal Revenue Code Section 403(b)
- VS-ST ind #2381
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 Arts, Entertainment & Recreation retirement plans → · Plans in New Jersey →
Mccarter Theatre Retirement Plan in the asset neighbourhood
Mccarter Theatre Company multi-year asset trail
Sponsor-wide plan assets over time
All Mccarter Theatre Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 31.22580246117856% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 64 | $13M |
| 2023 | 1 | 80 | $16M |
| 2024 | 1 | 84 | $18M |
Mccarter Theatre Company filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 210724198 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
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
Mccarter Theatre Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Cornwall Manor Retirement Community Internal Revenue Code Section 403(b) in PA ($16M); by covered participants it is Ford Foundation Retirement Plan in NY (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Cornwall Manor Retirement Community Internal Revenue Code Section 403(b) (PA) $16M · 268
- Confederated Tribes of Siletz Indians Enterprise 401(k) Retirement Plan (OR) $16M · 625
- Midway University Retirement Plan (KY) $16M · 300
- Cook Area Health Services, Inc. Tax Sheltered Annuity Plan (MN) $16M · 146
Similar participant headcount
Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.
- Ford Foundation Retirement Plan (NY) 80 · 0 off
- Trillium Employment Services Retirement Plan (WA) 80 · 0 off
- Vail Mountain School 403(b) DC Plan (CO) 80 · 0 off
- The Marshall School DC Plan (MN) 80 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.