Defined Benefit (Pension) · DOL Form 5500 · 2023
New Jersey Education Association Pension Plan
Data updated 2026-08-25
- $385M
- Total assets Above avg plan size
- 233
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $1.7M
- Avg per participant High balance/head
Official DOL plan name: New Jersey Education Association Employees' Retirement and Trust Fund · Sponsored by New Jersey Education Association · New Jersey · Educational Services
$385M in assets, 233 participants
New Jersey Education Association's New Jersey Education Association Employees' Retirement and Trust Fund reported $385M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #3,555 in Educational Services (3,735 peers)
Coverage in New Jersey
New Jersey Education Association Employees' Retirement and Trust Fund covers 233 participants in New Jersey, about 28% of the average New Jersey filer (state average ~844 per filing). Assets: $385M.
- #3,555
- in Educational Services (3,735 peers)
- +3.2%
- assets growth YoY
- 3.9×
- vs typical plan assets (national mean)
New Jersey Education Association Employees' Retirement and Trust Fund's outsized position by total assets
New Jersey Education Association Employees' Retirement and Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$385,063,877 Top 3% higher than 97% 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
New Jersey Education Association Employees' Retirement and Trust Fund 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 Education Association Employees' Retirement and Trust Fund sits mid-pack in the medium band (233 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New Jersey Education Association Employees' Retirement and Trust Fund reported net income rose from -$28M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- New Jersey Education Association Employees' Retirement and Trust Fund end-of-year assets rose from $373M in the plan year 2022 filing to $385M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 210524390 · New Jersey Education Association PY 2023 · Defined Benefit (Pension)
New Jersey Education Association Employees' Retirement and Trust Fund · $385M · 233 · 97th
- IND $385M
- IND 233
- IND 97th
- IND Defined Benefit (Pension)
- IND near Arizona Pipe Trades Pension Plan
- IND ind #3555
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 →
New Jersey Education Association Employees' Retirement and Trust Fund in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $373M |
|---|---|
| Net Assets (End of Year) | $385M |
| Net Income | $12M |
| Employer EIN | 210524390 |
| Plan Effective Date | 1953-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Jersey Education Association)
Sponsor-wide plan assets over time
All New Jersey Education Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $440M 2.4162874450128156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 615 | $430M |
| 2023 | 2 | 624 | $453M |
| 2024 | 2 | 628 | $440M |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
New Jersey Education Association Employees' Retirement and Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Arizona Pipe Trades Pension Plan in AZ ($384M); by covered participants it is Employees' Retirement Plan of Bank of Hawaii in HI (233 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($385M here).
- Arizona Pipe Trades Pension Plan (AZ) $384M · 1,921
- Tuckpointer Local 52 Pension Plan (IL) $384M · 1,098
- Ywca Retirement Fund, Inc. (NY) $387M · 4,483
- International Association Pension Plan (IL) $383M · 856
Similar participant headcount
Nearest other-state filings by covered participants (233 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.