Other · DOL Form 5500 · 2023

Stevens Cooperative School Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
102
Participants Small participant base
56th
Percentile by assets National rank
$87,854
Avg per participant Below avg balance/head
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Official DOL plan name: Stevens Cooperative School 403b Plan · Sponsored by Stevens Cooperative School · New Jersey · Educational Services

$9M in assets, 102 participants

Stevens Cooperative School's Stevens Cooperative School 403b Plan reported $9M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,468 in Educational Services (3,735 peers)

Coverage in New Jersey

Stevens Cooperative School 403b Plan covers 102 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $9M.

#1,468
in Educational Services (3,735 peers)
+15.7%
assets growth YoY

Stevens Cooperative School 403b Plan's mid-pack asset rank among Educational Services and all filers

Stevens Cooperative School 403b Plan vs every filed plan by assets

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

$8,961,110 Top 44% higher than 56% 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

Stevens Cooperative School 403b Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stevens Cooperative School 403b Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stevens Cooperative School 403b Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Stevens Cooperative School 403b Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222209099 · Stevens Cooperative School PY 2023 · Other

Stevens Cooperative School 403b Plan · $9M · 102 · 56th

  • EBSA $9M
  • EBSA 102
  • EBSA 56th
  • EBSA Other
  • EBSA near Rural Health Resources of Jackson County Inc. Dba Holton Community Hospital Tax Deferred Annuity Plan
  • EBSA ind #1468

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 Cooperative School 403b Plan in the asset neighbourhood

Stevens Cooperative School 403b PlanStevens Cooperative School 4…$9MRural Health Resources of Jackson County Inc. Dba Holton Community Hospital Tax Deferred Annuity PlanRural Health Resources of Ja…$9MGreater Chicago Food Depository Retirement Savings PlanGreater Chicago Food Deposit…$9MMaryvale Preparatory School Retirement PlanMaryvale Preparatory School …$9M403(b) Thrift Plan of Easter Seals Dupage and the Fox Valley Region403(b) Thrift Plan of Easter…$9M
End-of-year total assets ($M) among Stevens Cooperative School 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN222209099
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stevens Cooperative School)

Sponsor-wide plan assets over time

All Stevens Cooperative School plans reported in each filing year

Latest sponsor-wide plan assets
$11M 37.87519816599919% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.74M $10.7M ▲ +38.0%
Year Plans Participants Total Assets
2022 1 103 $8M
2023 1 102 $9M
2024 1 107 $11M

Nearby Other Plans in New Jersey

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

Stevens Cooperative School 403b Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Stevens Cooperative School 403b Plan, Total assets ($B): 0.00896111 · Participants: 102Stevens Cooperative School 403b 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
Stevens Cooperative School 403b Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Stevens Cooperative School 403b Plan side-by-side with 3 peers →

Stevens Cooperative School 403b Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Rural Health Resources of Jackson County Inc. Dba Holton Community Hospital Tax Deferred Annuity Plan in KS ($9M); by covered participants it is District 7 Hrdc Retirement Plan in MT (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Stevens Cooperative School 403b Plan assets move in 2023? ▼
Stevens Cooperative School 403b Plan grew sharply - up 15.7% during 2023, from $8M to $9M. Reported net income was $1M.
How have Stevens Cooperative School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens Cooperative School's sponsor-wide assets grew 37.9%, from $8M to $11M.
Which Other plans are similar in size to Stevens Cooperative School 403b Plan? ▼
Among Other plans in other states, the closest by assets is Rural Health Resources of Jackson County Inc. Dba Holton Community Hospital Tax Deferred Annuity Plan in KS ($9M, 162 participants).
Which Other plans cover a similar participant headcount to Stevens Cooperative School 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is District 7 Hrdc Retirement Plan in MT (102 participants, $4M 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 222209099.

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.