Defined Benefit (Pension) · DOL Form 5500 · 2023
Tenacre Foundation Pension Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 153
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $375,064
- Avg per participant High balance/head
Official DOL plan name: The Tenacre Foundation Pension Plan · Sponsored by Tenacre Foundation · New Jersey · Other Services
$57M in assets, 153 participants
Tenacre Foundation's The Tenacre Foundation Pension Plan reported $57M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #7,412 in Other Services (7,857 peers)
Coverage in New Jersey
The Tenacre Foundation Pension Plan covers 153 participants in New Jersey, about 18% of the average New Jersey filer (state average ~844 per filing). Assets: $57M.
- #7,412
- in Other Services (7,857 peers)
- +14.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Tenacre Foundation Pension Plan's outsized position by total assets
The Tenacre Foundation Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$57,384,816 Top 13% higher than 87% 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
The Tenacre Foundation Pension 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. The Tenacre Foundation Pension Plan sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Tenacre Foundation Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- The Tenacre Foundation Pension Plan end-of-year assets rose from $50M in the plan year 2022 filing to $57M in the plan year 2023 filing.
- The Tenacre Foundation Pension Plan reported participants rose from 151 in the plan year 2022 filing to 153 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 210577480 · Tenacre Foundation PY 2023 · Defined Benefit (Pension)
The Tenacre Foundation Pension Plan · $57M · 153 · 87th
- EIN $57M
- EIN 153
- EIN 87th
- EIN Defined Benefit (Pension)
- EIN near Wec Energy Group Retirement Plan for Michigan Gas Utilities Corporation
- EIN ind #7412
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 Other Services retirement plans → · Plans in New Jersey →
The Tenacre Foundation Pension Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $7M |
| Employer EIN | 210577480 |
| Plan Effective Date | 1972-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tenacre Foundation)
Sponsor-wide plan assets over time
All Tenacre Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $96M 22.35528066270876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 328 | $79M |
| 2023 | 2 | 335 | $91M |
| 2024 | 2 | 281 | $96M |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
The Tenacre Foundation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Wec Energy Group Retirement Plan for Michigan Gas Utilities Corporation in WI ($57M); by covered participants it is Penn Mutual Retirement Plan in PA (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- Penn Mutual Retirement Plan (PA) 153 · 0 off
- Indian River Memorial Hospital, Inc. Pension Plan (FL) 153 · 0 off
- Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan (WI) 153 · 0 off
- Fenwick & West LLP Partners' Pension Plan II (CA) 153 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.