Other · DOL Form 5500 · 2024
Morristown Beard School Retirement Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 226
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $228,768
- Avg per participant Above avg balance/head
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.
- #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.
- #2,646
- in Educational Services (3,638 peers)
- +8.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Morristown-Beard School Defined Contribution Retirement Plan's outsized position by total assets
Morristown-Beard School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$51,701,586 Top 15% higher than 85% 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
Morristown-Beard School Defined Contribution 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. Morristown-Beard School Defined Contribution Retirement Plan sits mid-pack in the medium band (226 participants).
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.
EBSA filing schedule strip
Filing strip 221487252 · Morristown Beard School PY 2024 · Other
Morristown-Beard School Defined Contribution Retirement Plan · $52M · 226 · 85th
- EBSA $52M
- EBSA 226
- EBSA 85th
- EBSA Other
- EBSA near 403(b) Thrift Plan for Employees of the Science Museum of Minnesota
- EBSA ind #2646
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 →
Morristown-Beard School Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Morristown Beard School plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 24.00129792038454% vs 2022
- 2024 filing year
| 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.
- 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
Morristown-Beard School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is 403(b) Thrift Plan for Employees of the Science Museum of Minnesota in MN ($52M); by covered participants it is Communities in Schools of Houston Inc 403(b) Tda Plan in TX (226 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (226 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.