Other · DOL Form 5500 · 2023
Stevens Institute of Technology Retirement Plan
Data updated 2026-08-25
- $420M
- Total assets Above avg plan size
- 1,330
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $315,798
- Avg per participant High balance/head
Official DOL plan name: Stevens Institute of Technology Defined Contributi · Sponsored by Stevens Institute of Technology · New Jersey · Educational Services
$420M in assets, 1,330 participants
Stevens Institute of Technology's Stevens Institute of Technology Defined Contributi reported $420M in total assets and 1,330 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #3,570 in Educational Services (3,735 peers)
Where Stevens Institute of Technology Defined Contributi sits by assets
Stevens Institute of Technology Defined Contributi sits in the top 5% of all filed plans by assets, $420M for 1,330 participants (~$315,798/participant), up 13.7% in 2023.
- #3,570
- in Educational Services (3,735 peers)
- +13.7%
- assets growth YoY
- 4.2×
- vs typical plan assets (national mean)
Stevens Institute of Technology Defined Contributi's outsized position by total assets
Stevens Institute of Technology Defined Contributi vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$420,010,803 Top 3% higher than 97% 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
Stevens Institute of Technology Defined Contributi'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. Stevens Institute of Technology Defined Contributi lands in the large band (1,330 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stevens Institute of Technology Defined Contributi reported net income rose from -$47M in the plan year 2022 filing to $51M in the plan year 2023 filing.
- Stevens Institute of Technology Defined Contributi end-of-year assets rose from $369M in the plan year 2022 filing to $420M in the plan year 2023 filing.
- Stevens Institute of Technology Defined Contributi reported participants rose from 1,235 in the plan year 2022 filing to 1,330 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 221487354 · Stevens Institute of Technology PY 2023 · Other
Stevens Institute of Technology Defined Contributi · $420M · 1,330 · 97th
- VS-ST $420M
- VS-ST 1,330
- VS-ST 97th
- VS-ST Other
- VS-ST near Middlesex Retirement Savings and Investment Plan
- VS-ST ind #3570
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 Educational Services retirement plans → · Plans in New Jersey →
Stevens Institute of Technology Defined Contributi in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $369M |
|---|---|
| Net Assets (End of Year) | $420M |
| Net Income | $51M |
| Employer EIN | 221487354 |
| Plan Effective Date | 1919-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stevens Institute of Technology)
Sponsor-wide plan assets over time
All Stevens Institute of Technology plans reported in each filing year
- Latest sponsor-wide plan assets
- $467M 26.29937169133329% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,254 | $370M |
| 2023 | 3 | 1,349 | $421M |
| 2024 | 3 | 1,425 | $467M |
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
Stevens Institute of Technology Defined Contributi's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Middlesex Retirement Savings and Investment Plan in CT ($420M); by covered participants it is The Rockefeller University Retirement Plan in NY (1,330 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($420M here).
- Middlesex Retirement Savings and Investment Plan (CT) $420M · 4,477
- Solutionhealth & Elliot Health System 403(b) Savings Plan (NH) $421M · 4,668
- University of St. Thomas Retirement Plan (MN) $422M · 2,481
- Assoc of Independent Colleges and Universities of Ohio Mep (OH) $425M · 1,696
Similar participant headcount
Nearest other-state filings by covered participants (1,330 participants); asset peers above are excluded.
- The Rockefeller University Retirement Plan (NY) 1,330 · 0 off
- Legacy Lifecare 403(b) Plan (MA) 1,330 · 0 off
- Regis University Defined Contribution Plan (CO) 1,329 · 1 off
- New England Baptist Hospital 403(b) Plan (MA) 1,331 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.