Money Purchase · DOL Form 5500 · 2024
Institute for Advanced Study Money Purchase Plan
Data updated 2026-08-25
- $90M
- Total assets Below avg plan size
- 202
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $447,430
- Avg per participant High balance/head
Official DOL plan name: Institute for Advanced Study Defined Contribution Retirement Plan · Sponsored by Institute for Advanced Study · New Jersey · Educational Services
$90M in assets, 202 participants
Institute for Advanced Study's Institute for Advanced Study Defined Contribution Retirement Plan reported $90M in total assets and 202 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #2,970 in Educational Services (3,638 peers)
Coverage in New Jersey
Institute for Advanced Study Defined Contribution Retirement Plan covers 202 participants in New Jersey, about 24% of the average New Jersey filer (state average ~844 per filing). Assets: $90M.
- #2,970
- in Educational Services (3,638 peers)
- +8.8%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Institute for Advanced Study Defined Contribution Retirement Plan's outsized position by total assets
Institute for Advanced Study Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$90,380,927 Top 10% higher than 90% 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
Institute for Advanced Study 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. Institute for Advanced Study Defined Contribution Retirement Plan sits mid-pack in the medium band (202 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Institute for Advanced Study Defined Contribution Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Institute for Advanced Study Defined Contribution Retirement Plan end-of-year assets rose from $83M in the plan year 2023 filing to $90M in the plan year 2024 filing.
- Institute for Advanced Study Defined Contribution Retirement Plan reported participants rose from 200 in the plan year 2023 filing to 202 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 210634988 · Institute for Advanced Study PY 2024 · Money Purchase
Institute for Advanced Study Defined Contribution Retirement Plan · $90M · 202 · 90th
- EIN $90M
- EIN 202
- EIN 90th
- EIN Money Purchase
- EIN near Augustana College Defined Contribution Retirement Plan
- EIN ind #2970
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 →
Institute for Advanced Study Defined Contribution Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $83M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $7M |
| Employer EIN | 210634988 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Institute for Advanced Study)
Sponsor-wide plan assets over time
All Institute for Advanced Study plans reported in each filing year
- Latest sponsor-wide plan assets
- $159M 22.684800531902592% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 325 | $130M |
| 2023 | 2 | 332 | $146M |
| 2024 | 2 | 346 | $159M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Princeton University Retirement Plan $2.4B · 8,833
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Ironworkers Local 11 Annuity Fund $395M · 1,148
Institute for Advanced Study Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Augustana College Defined Contribution Retirement Plan in IL ($90M); by covered participants it is Tootsie Roll Industries, LLC Employees Pension in IL (203 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90M here).
- Augustana College Defined Contribution Retirement Plan (IL) $90M · 231
- Electricians Local Union No. 606 Pension-Annuity Fund (TN) $91M · 2,069
- Local 804 Annuity Fund (NY) $91M · 5,428
- IBEW Local #972 Pension Plan and Trust (OH) $90M · 594
Similar participant headcount
Nearest other-state filings by covered participants (202 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.