ESOP · DOL Form 5500 · 2023
New Road Schools of New Jersey Inc. ESOP
Data updated 2026-08-11
- $11M
- Total assets
- 101
- Participants
- 60th
- Percentile by assets
- $104,446
- Avg per participant
Official DOL plan name: New Road Schools of New Jersey, Inc Employee Stock Ownership Plan · Sponsored by New Road Schools of New Jersey Inc. · New Jersey · Educational Services
$11M in assets, 101 participants
New Road Schools of New Jersey Inc.'s New Road Schools of New Jersey, Inc Employee Stock Ownership Plan reported $11M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- 60th percentile by assets (of 127,072 plans)
- #1,607 in Educational Services (3,735 peers)
Coverage in New Jersey
New Road Schools of New Jersey, Inc Employee Stock Ownership Plan covers 101 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $11M.
- $11M
- total plan assets (2023 EOY)
- 101
- covered participants
- 60th
- percentile by assets (of 127,072 plans)
- $104,446
- avg assets per participant
Where New Road Schools of New Jersey, Inc Employee Stock Ownership Plan sits by total assets
New Road Schools of New Jersey, Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,549,096 Top 40% higher than 60% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New Road Schools of New Jersey, Inc Employee Stock Ownership Plan reported net income fell from $526K in the plan year 2022 filing to $144K in the plan year 2023 filing.
- New Road Schools of New Jersey, Inc Employee Stock Ownership Plan reported participants fell from 113 in the plan year 2022 filing to 101 in the plan year 2023 filing.
- New Road Schools of New Jersey, Inc Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. New Road Schools of New Jersey, Inc Employee Stock Ownership Plan reports 101 participants - about 12% of that state average ($11M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $144K |
| Employer EIN | 223449747 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Road Schools of New Jersey Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 238 | $24M |
| 2023 | 2 | 234 | $25M |
| 2024 | 2 | 246 | $26M |
Nearby ESOP Plans in New Jersey
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Okonite Company Employees Stock Ownership Plan $421M · 1,127
- Mathematica Group Holding Inc. Employee Stock Ownership Plan $309M · 1,571
- Conair LLC Savings and Investment Plan $301M · 1,050
- Amboy Bancorporation Employee Stock Ownership Plan $107M · 193
- Columbia Bank Employee Stock Ownership Plan $86M · 729
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to New Road Schools of New Jersey, Inc Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on New Road Schools of New Jersey, Inc Employee Stock Ownership Plan's numbers.
- By total assets, New Road Schools of New Jersey, Inc Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New Jersey. Compare plans
- New Road Schools of New Jersey Inc.'s sponsor-wide assets have grown 8.2% since 2022 across 3 plan years on file. More Educational Services plans