Other · DOL Form 5500 · 2023

Newark Academy Trustees Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
147
Participants Small participant base
69th
Percentile by assets National rank
$113,925
Avg per participant Below avg balance/head
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Official DOL plan name: Newark Academy Tda · Sponsored by Newark Academy Trustees · New Jersey · Educational Services

$17M in assets, 147 participants

Newark Academy Trustees's Newark Academy Tda reported $17M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #1,938 in Educational Services (3,735 peers)

Coverage in New Jersey

Newark Academy Tda covers 147 participants in New Jersey, about 17% of the average New Jersey filer (state average ~844 per filing). Assets: $17M.

#1,938
in Educational Services (3,735 peers)
+16.9%
assets growth YoY

Newark Academy Tda's outsized position by total assets

Newark Academy Tda vs every filed plan by assets

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

$16,747,021 Top 31% higher than 69% 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

Newark Academy Tda 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. Newark Academy Tda sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Newark Academy Tda reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Newark Academy Tda end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Newark Academy Tda reported participants fell from 151 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 221487270 · Newark Academy Trustees PY 2023 · Other

Newark Academy Tda · $17M · 147 · 69th

  • EIN $17M
  • RANK 147
  • PHOTO 69th
  • IND Other
  • EOY near Cumberland Healthcare 403(b) Plan
  • 5500 ind #1938

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 →

Newark Academy Tda in the asset neighbourhood

Calumet College of Saint Joseph 403(b) DC PlanCalumet College of Saint Jos…$17MCenter for Energy and Environment Tax Deferred Annuity PlanCenter for Energy and Enviro…$17MCumberland Healthcare 403(b) PlanCumberland Healthcare 403(b)…$17MCeom Stock Bonus Plan and TrustCeom Stock Bonus Plan and Tr…$17MNewark Academy Tda$17M
End-of-year total assets ($M) among Newark Academy Tda and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN221487270
Plan Effective Date1975-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newark Academy Trustees)

Sponsor-wide plan assets over time

All Newark Academy Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$79M 25.61667311154145% vs 2022
2024 filing year
$60M$65M$70M$75M$80M$85M 202220232024 $62.8M $78.9M ▲ +25.6%
Year Plans Participants Total Assets
2022 2 297 $63M
2023 2 297 $71M
2024 2 304 $79M

Nearby Other Plans in New Jersey

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

Newark Academy Tda vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Newark Academy Tda, Total assets ($B): 0.016747021 · Participants: 147Newark Academy TdaPrinceton 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
Newark Academy Tda vs. nearby Other plans in New Jersey, assets vs. participants
Compare Newark Academy Tda side-by-side with 3 peers →

Newark Academy Tda's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Cumberland Healthcare 403(b) Plan in WI ($17M); by covered participants it is Autry Museum of the American West 403(b) Plan in CA (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Newark Academy Tda assets move in 2023? ▼
Newark Academy Tda grew sharply - up 16.9% during 2023, from $14M to $17M. Reported net income was $2M.
How have Newark Academy Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newark Academy Trustees's sponsor-wide assets grew 25.6%, from $63M to $79M.
Which Other plans are similar in size to Newark Academy Tda? ▼
Among Other plans in other states, the closest by assets is Cumberland Healthcare 403(b) Plan in WI ($17M, 235 participants).
Which Other plans cover a similar participant headcount to Newark Academy Tda? ▼
Among Other plans in other states, the closest by covered participants is Autry Museum of the American West 403(b) Plan in CA (147 participants, $10M 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 221487270.

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.