Other · DOL Form 5500 · 2024
The Elisabeth Morrow School Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $208,186
- Avg per participant Above avg balance/head
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.
- #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.
- #1,967
- in Educational Services (3,638 peers)
- +8.9%
- assets growth YoY
The Elisabeth Morrow School 403(b) Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Elisabeth Morrow School 403(b) 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. The Elisabeth Morrow School 403(b) Retirement Plan sits mid-pack in the medium band (101 participants).
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.
EBSA filing schedule strip
Filing strip 221487171 · The Elisabeth Morrow School PY 2024 · Other
The Elisabeth Morrow School 403(b) Retirement Plan · $21M · 101 · 71st
- IND $21M
- EOY 101
- 5500 71st
- ASSETS Other
- PCT near La Frontera Center, Inc. 403(b) Plan
- EIN ind #1967
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 →
The Elisabeth Morrow School 403(b) Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 221487171 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Elisabeth Morrow School)
Sponsor-wide plan assets over time
All The Elisabeth Morrow School plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 20.726028797251413% vs 2022
- 2024 filing year
| 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.
- 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
The Elisabeth Morrow School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is La Frontera Center, Inc. 403(b) Plan in AZ ($21M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- La Frontera Center, Inc. 403(b) Plan (AZ) $21M · 1,473
- My Community Dental Centers, Inc. 403(b) Plan (MI) $21M · 425
- Oakwood Village University Woods Homes, Inc. 403(b) Plan (WI) $21M · 728
- Sanctuary for Families 403(b) Plan (NY) $21M · 269
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) 101 · 0 off
- Village Community School 403(b) Defined Contribution Plan (NY) 101 · 0 off
- Harvesters 403b Plan (MO) 101 · 0 off
- Milton Gottesman Jewish Day School of the Nation's Capital 403(b) DC Plan (DC) 101 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.