Other · DOL Form 5500 · 2024
The Wardlaw-Hartridge School Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 113
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $248,940
- Avg per participant Above avg balance/head
Official DOL plan name: Wardlaw-Hartridge School DC Retirement Plan · Sponsored by The Wardlaw-Hartridge School · New Jersey · Educational Services
$28M in assets, 113 participants
The Wardlaw-Hartridge School's Wardlaw-Hartridge School DC Retirement Plan reported $28M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #2,204 in Educational Services (3,638 peers)
Coverage in New Jersey
Wardlaw-Hartridge School DC Retirement Plan covers 113 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $28M.
- #2,204
- in Educational Services (3,638 peers)
- -0.3%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $82K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wardlaw-Hartridge School DC Retirement Plan's outsized position by total assets
Wardlaw-Hartridge School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,130,236 Top 24% higher than 76% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Wardlaw-Hartridge School DC Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wardlaw-Hartridge School DC Retirement Plan sits mid-pack in the medium band (113 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wardlaw-Hartridge School DC Retirement Plan reported net income fell from $3M in the plan year 2023 filing to -$82K in the plan year 2024 filing.
- Wardlaw-Hartridge School DC Retirement Plan reported participants fell from 117 in the plan year 2023 filing to 113 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 222109610 · The Wardlaw-Hartridge School PY 2024 · Other
Wardlaw-Hartridge School DC Retirement Plan · $28M · 113 · 76th
- IND $28M
- IND 113
- IND 76th
- IND Other
- IND near Mt. Graham Regional Medical Center, Inc.403(b) Savings Plan
- IND ind #2204
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 →
Wardlaw-Hartridge School DC Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$82K |
| Employer EIN | 222109610 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Wardlaw-Hartridge School)
Sponsor-wide plan assets over time
All The Wardlaw-Hartridge School plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 12.540260410296824% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $25M |
| 2023 | 1 | 117 | $28M |
| 2024 | 1 | 113 | $28M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
Wardlaw-Hartridge School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Mt. Graham Regional Medical Center, Inc.403(b) Savings Plan in AZ ($28M); by covered participants it is Msn Air Service in NY (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.
- Msn Air Service (NY) 113 · 0 off
- Davidson Academy 403(b)Plan (TN) 113 · 0 off
- National Institute of Aerospace Associates Defined Contribution and Tda Plan (VA) 113 · 0 off
- 403(b) Thrift Plan for Employees of Health Choice Network, Inc. (FL) 113 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.