Other · DOL Form 5500 · 2023
Children's Aid and Family Services, Inc. Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 63
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $133,857
- Avg per participant Near avg balance/head
Official DOL plan name: Tax Deferred Annuity Plan of Children's Aid and Family Services, Inc. · Sponsored by Children's Aid and Family Services, Inc. · New Jersey · Healthcare & Social Assistance
$8M in assets, 63 participants
Children's Aid and Family Services, Inc.'s Tax Deferred Annuity Plan of Children's Aid and Family Services, Inc. reported $8M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #10,694 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Tax Deferred Annuity Plan of Children's Aid and Family Services, Inc. holds $8M for 63 participants - about $133,857 per participant, above the median plan by assets.
- #10,694
- in Healthcare & Social Assistance (17,684 peers)
- +2.4%
- assets growth YoY
Tax Deferred Annuity Plan of Children's Aid and Family Services, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Tax Deferred Annuity Plan of Children's Aid and Family Services, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,433,004 Top 45% higher than 55% 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
Tax Deferred Annuity Plan of Children's Aid and Family Services, Inc. among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan of Children's Aid and Family Services, Inc. is a small filing (63 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tax Deferred Annuity Plan of Children's Aid and Family Services, Inc. reported net income rose from -$923K in the plan year 2022 filing to $201K in the plan year 2023 filing.
- Tax Deferred Annuity Plan of Children's Aid and Family Services, Inc. end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Tax Deferred Annuity Plan of Children's Aid and Family Services, Inc. reported participants rose from 62 in the plan year 2022 filing to 63 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 221487147 · Children's Aid and Family Services, Inc. PY 2023 · Other
Tax Deferred Annuity Plan of Children's Aid and Family Services, Inc. · $8M · 63 · 55th
- SCH $8M
- EBSA 63
- PART 55th
- TYPE Other
- NET near Midland Christian School Retirement Plan
- BOOK ind #10694
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 →
Tax Deferred Annuity Plan of Children's Aid and Family Services, Inc. in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $201K |
| Employer EIN | 221487147 |
| Plan Effective Date | 1982-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Children's Aid and Family Services, Inc.)
Sponsor-wide plan assets over time
All Children's Aid and Family Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 9.388814684049555% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 247 | $14M |
| 2023 | 2 | 220 | $14M |
| 2024 | 2 | 580 | $16M |
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
Tax Deferred Annuity Plan of Children's Aid and Family Services, Inc.'s out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Midland Christian School Retirement Plan in TX ($8M); by covered participants it is Oregon Museum of Science and Industry Retirement Plan in OR (63 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (63 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.