Money Purchase · DOL Form 5500 · 2024

Institute for Advanced Study Money Purchase Plan

Data updated 2026-08-11

$90M
Total assets: 202
Participants: 90th
Percentile by assets: $447,430
Avg per participant

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.

90th percentile by assets (of 123,622 plans)
#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.

$90M
total plan assets (2024 EOY): 202
covered participants: 90th
percentile by assets (of 123,622 plans): $447,430
avg assets per participant

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.

See the national 2023→2024 release diff →

State

New Jersey

Industry

Educational Services

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Institute for Advanced Study Defined Contribution Retirement Plan reports 202 participants - about 24% of that state average ($90M EOY assets).

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)

Total plan assets by year, all Institute for Advanced Study plans on file

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.

Institute for Advanced Study Defined Contribution Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants

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

Compare Institute for Advanced Study Defined Con… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Institute for Advanced Study Defined Contribution Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Institute for Advanced Study Defined Contribution Retirement Plan assets move in 2024? ▼

Institute for Advanced Study Defined Contribution Retirement Plan grew at a solid clip - up 8.8% during 2024, from $83M to $90M. Reported net income was $7M.

How have Institute for Advanced Study plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Institute for Advanced Study's sponsor-wide assets grew 22.7%, from $130M to $159M.

Where does Institute for Advanced Study Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Institute for Advanced Study Defined Contribution Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Money Purchase plans are similar in size to Institute for Advanced Study Defined Contribution Retirement Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Augustana College Defined Contribution Retirement Plan in IL ($90M, 231 participants).

Next read for Institute for Advanced Study Defined Con…

Filing takeaways

Ways to act on Institute for Advanced Study Defined Contribution Retirement Plan's numbers.

By total assets, Institute for Advanced Study Defined Contribution Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
Institute for Advanced Study's sponsor-wide assets have grown 22.7% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 210634988.