Other · DOL Form 5500 · 2024

The Elisabeth Morrow School Retirement Plan

Data updated 2026-08-11

$21M
Total assets
101
Participants
71st
Percentile by assets
$208,186
Avg per participant
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Official DOL plan name: The Elisabeth Morrow School 403(b) Retirement Plan · Sponsored by The Elisabeth Morrow School · New Jersey · Educational Services

$21M in assets, 101 participants

The Elisabeth Morrow School's The Elisabeth Morrow School 403(b) Retirement Plan reported $21M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • 71st percentile by assets (of 123,622 plans)
  • #1,967 in Educational Services (3,638 peers)

Coverage in New Jersey

The Elisabeth Morrow School 403(b) Retirement Plan covers 101 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $21M.

$21M
total plan assets (2024 EOY)
101
covered participants
71st
percentile by assets (of 123,622 plans)
$208,186
avg assets per participant

Where The Elisabeth Morrow School 403(b) Retirement Plan sits by total assets

The Elisabeth Morrow School 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,026,780 Top 29% higher than 71% of 123,620 filed plans

This plan $0 $2,010,000,000 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Elisabeth Morrow School 403(b) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Elisabeth Morrow School 403(b) Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. The Elisabeth Morrow School 403(b) Retirement Plan reports 101 participants - about 12% of that state average ($21M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN221487171
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Elisabeth Morrow School)

$16M$18M$20M$22M 202220232024 $17.4M $21M ▲ +20.7%
Total plan assets by year, all The Elisabeth Morrow School plans on file
Year Plans Participants Total Assets
2022 1 95 $17M
2023 1 101 $19M
2024 1 101 $21M

Nearby Other Plans in New Jersey

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

The Elisabeth Morrow School 403(b) Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants

The Elisabeth Morrow School 403(b) Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants The Elisabeth Morrow…Consolidated 403(b) …Princeton University…Rwjbarnabas Health 4…Atlantic Health Syst…Educational Testing …
The Elisabeth Morrow School 403(b) Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Elisabeth Morrow School 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Elisabeth Morrow School 403(b) Retirement Plan assets move in 2024?
The Elisabeth Morrow School 403(b) Retirement Plan grew at a solid clip - up 8.9% during 2024, from $19M to $21M. Reported net income was $2M.
How have The Elisabeth Morrow School plan assets changed over time?
Across 3 plan years on file (2022-2024), The Elisabeth Morrow School's sponsor-wide assets grew 20.7%, from $17M to $21M.
Which Other plans are similar in size to The Elisabeth Morrow School 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is La Frontera Center, Inc. 403(b) Plan in AZ ($21M, 1,473 participants).

Next read for The Elisabeth Morrow School 403(b) Retir…

Filing takeaways

Ways to act on The Elisabeth Morrow School 403(b) Retirement Plan's numbers.