Other · DOL Form 5500 · 2023

Rutgers Preparatory School Retirement Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
173
Participants Small participant base
86th
Percentile by assets National rank
$312,818
Avg per participant High balance/head
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Official DOL plan name: Rutgers Preparatory School Defined Contribution Plan · Sponsored by Rutgers Preparatory School · New Jersey · Educational Services

$54M in assets, 173 participants

Rutgers Preparatory School's Rutgers Preparatory School Defined Contribution Plan reported $54M in total assets and 173 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.

  • #2,821 in Educational Services (3,735 peers)

Coverage in New Jersey

Rutgers Preparatory School Defined Contribution Plan covers 173 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $54M.

#2,821
in Educational Services (3,735 peers)
+21.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Rutgers Preparatory School Defined Contribution Plan's outsized position by total assets

Rutgers Preparatory School Defined Contribution Plan vs every filed plan by assets

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

$54,117,505 Top 14% higher than 86% 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

Rutgers Preparatory School Defined Contribution 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. Rutgers Preparatory School Defined Contribution Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rutgers Preparatory School Defined Contribution Plan reported net income rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Rutgers Preparatory School Defined Contribution Plan end-of-year assets rose from $45M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Rutgers Preparatory School Defined Contribution Plan reported participants rose from 159 in the plan year 2022 filing to 173 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 221607926 · Rutgers Preparatory School PY 2023 · Other

Rutgers Preparatory School Defined Contribution Plan · $54M · 173 · 86th

  • 5500 $54M
  • ASSETS 173
  • PCT 86th
  • EIN Other
  • RANK near Sagent M&c, LLC 401(k) Plan
  • PHOTO ind #2821

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 →

Rutgers Preparatory School Defined Contribution Plan in the asset neighbourhood

Letourneau University 403(b) Annuity PlanLetourneau University 403(b)…$54MRutgers Preparatory School Defined Contribution PlanRutgers Preparatory School D…$54MSagent M&c, LLC 401(k) Plan$54MFamily Healthcare Network 403(b) PlanFamily Healthcare Network 40…$54MFrancis Parker School 403(b) PlanFrancis Parker School 403(b)…$54M
End-of-year total assets ($M) among Rutgers Preparatory School Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$54M
Net Income$9M
Employer EIN221607926
Plan Effective Date1980-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rutgers Preparatory School)

Sponsor-wide plan assets over time

All Rutgers Preparatory School plans reported in each filing year

Latest sponsor-wide plan assets
$62M 38.08643048306297% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44.7M $61.7M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 159 $45M
2023 1 173 $54M
2024 1 183 $62M

Nearby Other Plans in New Jersey

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

Rutgers Preparatory School Defined Contribution Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Rutgers Preparatory School Defined Contribution Plan, Total assets ($B): 0.054117505 · Participants: 173Rutgers Preparatory School Defined Contribution PlanPrinceton 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
Rutgers Preparatory School Defined Contribution Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Rutgers Preparatory School Defined Contribution Plan side-by-side with 3 peers →

Rutgers Preparatory School Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Sagent M&c, LLC 401(k) Plan in PA ($54M); by covered participants it is Srht 403(b) Plan in CA (173 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Rutgers Preparatory School Defined Contribution Plan assets move in 2023? ▼
Rutgers Preparatory School Defined Contribution Plan grew sharply - up 21.1% during 2023, from $45M to $54M. Reported net income was $9M.
How have Rutgers Preparatory School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rutgers Preparatory School's sponsor-wide assets grew 38.1%, from $45M to $62M.
Where does Rutgers Preparatory School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Rutgers Preparatory School Defined Contribution Plan ranks in the 86th 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 Other plans are similar in size to Rutgers Preparatory School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Sagent M&c, LLC 401(k) Plan in PA ($54M, 271 participants).
Which Other plans cover a similar participant headcount to Rutgers Preparatory School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Srht 403(b) Plan in CA (173 participants, N/A 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 221607926.

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.