Other · DOL Form 5500 · 2024
Institute for Advanced Study Retirement Plan
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 144
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $477,438
- Avg per participant High balance/head
Official DOL plan name: Institute for Advanced Study Tax Deferred Annuity Plan · Sponsored by Institute for Advanced Study · New Jersey · Educational Services
$69M in assets, 144 participants
Institute for Advanced Study's Institute for Advanced Study Tax Deferred Annuity Plan reported $69M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #2,817 in Educational Services (3,638 peers)
Coverage in New Jersey
Institute for Advanced Study Tax Deferred Annuity Plan covers 144 participants in New Jersey, about 17% of the average New Jersey filer (state average ~844 per filing). Assets: $69M.
- #2,817
- in Educational Services (3,638 peers)
- +8.8%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Institute for Advanced Study Tax Deferred Annuity Plan's outsized position by total assets
Institute for Advanced Study Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$68,751,025 Top 13% higher than 87% 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 Tax Deferred Annuity 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 Tax Deferred Annuity Plan sits mid-pack in the medium band (144 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Institute for Advanced Study Tax Deferred Annuity Plan reported participants rose from 132 in the plan year 2023 filing to 144 in the plan year 2024 filing.
- Institute for Advanced Study Tax Deferred Annuity Plan end-of-year assets rose from $63M in the plan year 2023 filing to $69M in the plan year 2024 filing.
- Institute for Advanced Study Tax Deferred Annuity Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 210634988 · Institute for Advanced Study PY 2024 · Other
Institute for Advanced Study Tax Deferred Annuity Plan · $69M · 144 · 87th
- ASSETS $69M
- ASSETS 144
- ASSETS 87th
- ASSETS Other
- ASSETS near Westminster School Defined Contribution Plan
- ASSETS ind #2817
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 Tax Deferred Annuity Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $6M |
| 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 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
Institute for Advanced Study Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Westminster School Defined Contribution Plan in CT ($69M); by covered participants it is Homesafe 403(b) Retirement Plan in FL (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Homesafe 403(b) Retirement Plan (FL) 144 · 0 off
- Hebrew Academy of Nassau County Defined Contribution Plan (NY) 144 · 0 off
- Kootenai Clinic 403(b) Plan (ID) 144 · 0 off
- Carf 403(b) Plan (AZ) 144 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.