401(k) · DOL Form 5500 · 2023
Tenacre Foundation 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 182
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $186,957
- Avg per participant Above avg balance/head
Official DOL plan name: Tenacre Foundation 401(k) Plan · Sponsored by Tenacre Foundation · New Jersey · Other Services
$34M in assets, 182 participants
Tenacre Foundation's Tenacre Foundation 401(k) Plan reported $34M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #7,128 in Other Services (7,857 peers)
Coverage in New Jersey
Tenacre Foundation 401(k) Plan covers 182 participants in New Jersey, about 22% of the average New Jersey filer (state average ~844 per filing). Assets: $34M.
- #7,128
- in Other Services (7,857 peers)
- +18.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Tenacre Foundation 401(k) Plan's outsized position by total assets
Tenacre Foundation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,026,180 Top 19% higher than 81% 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
Tenacre Foundation 401(k) 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. Tenacre Foundation 401(k) Plan sits mid-pack in the medium band (182 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tenacre Foundation 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Tenacre Foundation 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Tenacre Foundation 401(k) Plan reported participants rose from 177 in the plan year 2022 filing to 182 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 210577480 · Tenacre Foundation PY 2023 · 401(k)
Tenacre Foundation 401(k) Plan · $34M · 182 · 81st
- EOY $34M
- 5500 182
- ASSETS 81st
- PCT 401(k)
- EIN near Ifg Companies 401(k) Plan
- RANK ind #7128
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 →
Tenacre Foundation 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $5M |
| Employer EIN | 210577480 |
| Plan Effective Date | 1999-07-08 |
| 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 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Tenacre Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Ifg Companies 401(k) Plan in CT ($34M); by covered participants it is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Ifg Companies 401(k) Plan (CT) $34M · 301
- Heron Therapeutics, Inc. 401(k) Plan (CA) $34M · 203
- Corcoran Jennison Companies 401(k) Plan (MA) $34M · 388
- Qvt Financial LP 401(k) Profit Sharing Plan (NY) $34M · 26
Similar participant headcount
Nearest other-state filings by covered participants (182 participants); asset peers above are excluded.
- Broadmoor Management Company 401(k) Profit Sharing Plan (NE) 182 · 0 off
- Mid-States Packaging, Inc 401(k) Plan (MA) 182 · 0 off
- Schoolco Intermediate LLC 401(k) Plan (NY) 182 · 0 off
- Alimed 401(k) Plan (MA) 182 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.