Other · DOL Form 5500 · 2024

Fairleigh Dickinson University Retirement Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
600
Participants Below avg headcount
92nd
Percentile by assets National rank
$230,433
Avg per participant Above avg balance/head
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Official DOL plan name: Fairleigh Dickinson University Tax Deferred Annuity Plan · Sponsored by Fairleigh Dickinson University · New Jersey · Educational Services

$138M in assets, 600 participants

Fairleigh Dickinson University's Fairleigh Dickinson University Tax Deferred Annuity Plan reported $138M in total assets and 600 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,175 in Educational Services (3,638 peers)

Where Fairleigh Dickinson University Tax Deferred Annuity Plan sits by assets

Fairleigh Dickinson University Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $138M for 600 participants (~$230,433/participant), up 3.6% in 2024.

#3,175
in Educational Services (3,638 peers)
+3.6%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Fairleigh Dickinson University Tax Deferred Annuity Plan's outsized position by total assets

Fairleigh Dickinson University Tax Deferred Annuity Plan vs every filed plan by assets

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

$138,259,934 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Fairleigh Dickinson University 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. Fairleigh Dickinson University Tax Deferred Annuity Plan sits mid-pack in the medium band (600 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fairleigh Dickinson University Tax Deferred Annuity Plan reported net income fell from $17M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Fairleigh Dickinson University Tax Deferred Annuity Plan end-of-year assets rose from $133M in the plan year 2023 filing to $138M in the plan year 2024 filing.
  • Fairleigh Dickinson University Tax Deferred Annuity Plan reported participants fell from 609 in the plan year 2023 filing to 600 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 221494434 · Fairleigh Dickinson University PY 2024 · Other

Fairleigh Dickinson University Tax Deferred Annuity Plan · $138M · 600 · 92nd

  • VS-ST $138M
  • VS-ST 600
  • VS-ST 92nd
  • VS-ST Other
  • VS-ST near The College of St. Scholastica 403(b) Retirement Plan
  • VS-ST ind #3175

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 →

Fairleigh Dickinson University Tax Deferred Annuity Plan in the asset neighbourhood

The College of St. Scholastica 403(b) Retirement PlanThe College of St. Scholasti…$138MFairleigh Dickinson University Tax Deferred Annuity PlanFairleigh Dickinson Universi…$138MJuniata College Retirement PlanJuniata College Retirement P…$138MColumbia Grammar and Preparatory School 403(b) DC PlanColumbia Grammar and Prepara…$138MSt. John's College Defined Contribution Retirement PlanSt. John's College Defined C…$138M
End-of-year total assets ($M) among Fairleigh Dickinson University Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$138M
Net Income$5M
Employer EIN221494434
Plan Effective Date1971-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fairleigh Dickinson University)

Sponsor-wide plan assets over time

All Fairleigh Dickinson University plans reported in each filing year

Latest sponsor-wide plan assets
$526M 12.673798582316117% vs 2022
2024 filing year
$460M$480M$500M$520M$540M 202220232024 $466M $526M ▲ +12.7%
Year Plans Participants Total Assets
2022 2 1,722 $466M
2023 2 1,609 $506M
2024 2 1,579 $526M

Nearby Other Plans in New Jersey

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

Fairleigh Dickinson University Tax Deferred Annuity Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.52 Total assets ($B) Participants Fairleigh Dickinson University Tax Deferred Annuity Plan, Total assets ($B): 0.138259934 · Participants: 600Fairleigh Dickinson University Tax Deferred Annuity PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.804837689 · Participants: 16823Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.735336458 · Participants: 8763Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.498394819 · Participants: 28403Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.297256025 · Participants: 21490Atlantic Health System 403(b) Retirement Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.982278507 · Participants: 3501Educational Testing Service 403(b) Retirement Savings Plan
Fairleigh Dickinson University Tax Deferred Annuity Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Fairleigh Dickinson University Tax Deferred Annuity Plan side-by-side with 3 peers →

Fairleigh Dickinson University Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is The College of St. Scholastica 403(b) Retirement Plan in MN ($138M); by covered participants it is Eastern University Defined Contribution Retirement Plan in PA (601 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (600 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.

Frequently Asked Questions

How did Fairleigh Dickinson University Tax Deferred Annuity Plan assets move in 2024? ▼
Fairleigh Dickinson University Tax Deferred Annuity Plan edged up modestly - up 3.6% during 2024, from $133M to $138M. Reported net income was $5M.
How have Fairleigh Dickinson University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fairleigh Dickinson University's sponsor-wide assets grew 12.7%, from $466M to $526M.
Where does Fairleigh Dickinson University Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Fairleigh Dickinson University Tax Deferred Annuity Plan ranks in the 92nd 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 Other plans are similar in size to Fairleigh Dickinson University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The College of St. Scholastica 403(b) Retirement Plan in MN ($138M, 689 participants).
Which Other plans cover a similar participant headcount to Fairleigh Dickinson University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Eastern University Defined Contribution Retirement Plan in PA (601 participants, $87M in assets).

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 221494434.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.