Other · DOL Form 5500 · 2023
Newark Academy Trustees Retirement Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 150
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $364,592
- Avg per participant High balance/head
Official DOL plan name: Newark Academy DC Retirement Plan · Sponsored by Newark Academy Trustees · New Jersey · Educational Services
$55M in assets, 150 participants
Newark Academy Trustees's Newark Academy DC Retirement Plan reported $55M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #2,828 in Educational Services (3,735 peers)
Coverage in New Jersey
Newark Academy DC Retirement Plan covers 150 participants in New Jersey, about 18% of the average New Jersey filer (state average ~844 per filing). Assets: $55M.
- #2,828
- in Educational Services (3,735 peers)
- +12.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Newark Academy DC Retirement Plan's outsized position by total assets
Newark Academy DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$54,688,747 Top 14% higher than 86% 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
Newark Academy DC Retirement 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. Newark Academy DC Retirement Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Newark Academy DC Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Newark Academy DC Retirement Plan end-of-year assets rose from $48M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Newark Academy DC Retirement Plan reported participants rose from 146 in the plan year 2022 filing to 150 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 221487270 · Newark Academy Trustees PY 2023 · Other
Newark Academy DC Retirement Plan · $55M · 150 · 86th
- RANK $55M
- PHOTO 150
- IND 86th
- EOY Other
- 5500 near Maret School Section 403(b) Retirement Savings Plan
- ASSETS ind #2828
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 DC Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $6M |
| Employer EIN | 221487270 |
| Plan Effective Date | 1945-09-14 |
| Filing Status | FILING 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
| 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.
- Princeton University Retirement Plan $2.1B · 8,456
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.7B · 17,739
- Princeton University Retirement Savings Plan $1.5B · 7,955
- Rwjbarnabas Health 403(b) Savings Plan $1.3B · 28,672
- Atlantic Health System 403(b) Retirement Savings Plan $1.0B · 19,936
Newark Academy DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Maret School Section 403(b) Retirement Savings Plan in DC ($55M); by covered participants it is Training Education and Manpower, Inc. Retirement Plan in CT (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
- Maret School Section 403(b) Retirement Savings Plan (DC) $55M · 149
- Rfe/Rl, Inc. US Retirement Savings Plan (DC) $55M · 206
- St. Andrew's School of Delaware 403(b) Plan (DE) $55M · 178
- Oup USA Tax Deferred Annuity Plan (NY) $55M · 555
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- Training Education and Manpower, Inc. Retirement Plan (CT) 150 · 0 off
- Community Health Partners, Inc. 403(b) Tax-Deferred Plan (MT) 150 · 0 off
- Pact 403(b) Retirement Plan (DC) 150 · 0 off
- Annandale at Suwanee, Inc. 403(b) Plan (GA) 150 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.