Money Purchase · DOL Form 5500 · 2023

New Jersey Institute for Disabilities Money Purchase Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
291
Participants Below avg headcount
82nd
Percentile by assets National rank
$127,819
Avg per participant Near avg balance/head
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Official DOL plan name: New Jersey Institute for Disabilities Retirement Plan · Sponsored by New Jersey Institute for Disabilities · New Jersey · Other Services

$37M in assets, 291 participants

New Jersey Institute for Disabilities's New Jersey Institute for Disabilities Retirement Plan reported $37M in total assets and 291 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,195 in Other Services (7,857 peers)

Coverage in New Jersey

New Jersey Institute for Disabilities Retirement Plan covers 291 participants in New Jersey, about 34% of the average New Jersey filer (state average ~844 per filing). Assets: $37M.

#7,195
in Other Services (7,857 peers)
+14.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

New Jersey Institute for Disabilities Retirement Plan's outsized position by total assets

New Jersey Institute for Disabilities Retirement Plan vs every filed plan by assets

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

$37,195,221 Top 18% higher than 82% 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

New Jersey Institute for Disabilities 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. New Jersey Institute for Disabilities Retirement Plan sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Jersey Institute for Disabilities Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • New Jersey Institute for Disabilities Retirement Plan end-of-year assets rose from $33M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • New Jersey Institute for Disabilities Retirement Plan reported participants fell from 294 in the plan year 2022 filing to 291 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 221554528 · New Jersey Institute for Disabilities PY 2023 · Money Purchase

New Jersey Institute for Disabilities Retirement Plan · $37M · 291 · 82nd

  • PCT $37M
  • PCT 291
  • PCT 82nd
  • PCT Money Purchase
  • PCT near N.E.L. Corporation Money Purchase Pension Plan
  • PCT ind #7195

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 →

New Jersey Institute for Disabilities Retirement Plan in the asset neighbourhood

I.B.E.W. Local 300 - Unit 1 Pension PlanI.B.E.W. Local 300 - Unit 1 …$37MNew Jersey Institute for Disabilities Retirement PlanNew Jersey Institute for Dis…$37MN.E.L. Corporation Money Purchase Pension PlanN.E.L. Corporation Money Pur…$37MCharlesbank Capital Partners, LLC Money Purchase Pension PlanCharlesbank Capital Partners…$37MResources for the Future, Inc. 401(a) RetirementResources for the Future, In…$37M
End-of-year total assets ($M) among New Jersey Institute for Disabilities Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$37M
Net Income$5M
Employer EIN221554528
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Jersey Institute for Disabilities)

Sponsor-wide plan assets over time

All New Jersey Institute for Disabilities plans reported in each filing year

Latest sponsor-wide plan assets
$39M 21.02939936196692% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.5M $39.4M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 294 $33M
2023 1 291 $37M
2024 1 310 $39M

Nearby Money Purchase Plans in New Jersey

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

New Jersey Institute for Disabilities Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0200040006000 -20002004006008001000 Total assets ($M) Participants New Jersey Institute for Disabilities Retirement Plan, Total assets ($M): 37.195221 · Participants: 291New Jersey Institute for Disabilities Retirement PlanLocal 68 Engineers Union Annuity Plan, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 577.237524 · Participants: 3310Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitters Local 9 Surety Plan
New Jersey Institute for Disabilities Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare New Jersey Institute for Disabilities Retirement Plan side-by-side with 3 peers →

New Jersey Institute for Disabilities Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is N.E.L. Corporation Money Purchase Pension Plan in MA ($37M); by covered participants it is Plumbers & Steamfitters Local 248 Annuity Plan in KY (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 New Jersey Institute for Disabilities Retirement Plan assets move in 2023? ▼
New Jersey Institute for Disabilities Retirement Plan grew at a solid clip - up 14.4% during 2023, from $33M to $37M. Reported net income was $5M.
How have New Jersey Institute for Disabilities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Jersey Institute for Disabilities's sponsor-wide assets grew 21.0%, from $33M to $39M.
Where does New Jersey Institute for Disabilities Retirement Plan rank by assets among Form 5500 filers? ▼
New Jersey Institute for Disabilities Retirement Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to New Jersey Institute for Disabilities Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is N.E.L. Corporation Money Purchase Pension Plan in MA ($37M, 128 participants).
Which Money Purchase plans cover a similar participant headcount to New Jersey Institute for Disabilities Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Plumbers & Steamfitters Local 248 Annuity Plan in KY (291 participants, $11M 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 221554528.

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.