Other · DOL Form 5500 · 2024
Morristown Beard School Retirement Plan
Data updated 2026-08-11
- $52M
- Total assets
- 226
- Participants
- 85th
- Percentile by assets
- $228,768
- Avg per participant
Official DOL plan name: Morristown-Beard School Defined Contribution Retirement Plan · Sponsored by Morristown Beard School · New Jersey · Educational Services
$52M in assets, 226 participants
Morristown Beard School's Morristown-Beard School Defined Contribution Retirement Plan reported $52M in total assets and 226 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 123,622 plans)
- #2,646 in Educational Services (3,638 peers)
Coverage in New Jersey
Morristown-Beard School Defined Contribution Retirement Plan covers 226 participants in New Jersey, about 27% of the average New Jersey filer (state average ~844 per filing). Assets: $52M.
- $52M
- total plan assets (2024 EOY)
- 226
- covered participants
- 85th
- percentile by assets (of 123,622 plans)
- $228,768
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morristown-Beard School Defined Contribution Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Morristown-Beard School Defined Contribution Retirement Plan reported participants rose from 181 in the plan year 2023 filing to 226 in the plan year 2024 filing.
- Morristown-Beard School Defined Contribution Retirement Plan end-of-year assets rose from $48M in the plan year 2023 filing to $52M in the plan year 2024 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Morristown-Beard School Defined Contribution Retirement Plan reports 226 participants - about 27% of that state average ($52M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $4M |
| Employer EIN | 221487252 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morristown Beard School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 221 | $42M |
| 2023 | 1 | 181 | $48M |
| 2024 | 1 | 226 | $52M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
Morristown-Beard School Defined Contribution Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Morristown-Beard School Defined Contribution Retirement Plan by total assets, not by location.
- 403(b) Thrift Plan for Employees of the Science Museum of Minnesota (MN) $52M · 178
- Southern Environmental Law Center Retirement & Employee Savings Plan (VA) $52M · 212
- The Hathaway Brown School Retirement Plan (OH) $52M · 259
- Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan (MA) $52M · 139
Frequently Asked Questions
How did Morristown-Beard School Defined Contribution Retirement Plan assets move in 2024? ▼
How have Morristown Beard School plan assets changed over time? ▼
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Filing takeaways
Ways to act on Morristown-Beard School Defined Contribution Retirement Plan's numbers.
- By total assets, Morristown-Beard School Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New Jersey. Compare plans
- Morristown Beard School's sponsor-wide assets have grown 24.0% since 2022 across 3 plan years on file. More Educational Services plans