Other · DOL Form 5500 · 2024
Robert Wood Johnson Foundation Retirement Plan
Data updated 2026-08-11
- $156M
- Total assets
- 338
- Participants
- 93rd
- Percentile by assets
- $460,696
- Avg per participant
Official DOL plan name: Robert Wood Johnson Foundation Qualified Retirement Plan · Sponsored by Robert Wood Johnson Foundation · New Jersey · Other Services
$156M in assets, 338 participants
Robert Wood Johnson Foundation's Robert Wood Johnson Foundation Qualified Retirement Plan reported $156M in total assets and 338 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 123,622 plans)
- #7,552 in Other Services (7,719 peers)
Coverage in New Jersey
Robert Wood Johnson Foundation Qualified Retirement Plan covers 338 participants in New Jersey, about 40% of the average New Jersey filer (state average ~844 per filing). Assets: $156M.
- $156M
- total plan assets (2024 EOY)
- 338
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $460,696
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robert Wood Johnson Foundation Qualified Retirement Plan end-of-year assets rose from $139M in the plan year 2023 filing to $156M in the plan year 2024 filing.
- Robert Wood Johnson Foundation Qualified Retirement Plan reported net income fell from $19M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Robert Wood Johnson Foundation Qualified Retirement Plan reported participants rose from 317 in the plan year 2023 filing to 338 in the plan year 2024 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Robert Wood Johnson Foundation Qualified Retirement Plan reports 338 participants - about 40% of that state average ($156M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $139M |
|---|---|
| Net Assets (End of Year) | $156M |
| Net Income | $17M |
| Employer EIN | 226029397 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert Wood Johnson Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 591 | $229M |
| 2023 | 2 | 627 | $260M |
| 2024 | 2 | 668 | $288M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
Robert Wood Johnson Foundation Qualified Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Robert Wood Johnson Foundation Qualified Retirement Plan by total assets, not by location.
- The Cooper Union Defined Contribution Retirement Plan (NY) $156M · 313
- High Point University Retirement Plan (NC) $156M · 987
- Milton Academy Retirement Plan (MA) $156M · 398
- Childrens Hospital Los Angeles Employees 403 (B) Plan (CA) $156M · 1,211
Frequently Asked Questions
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Filing takeaways
Ways to act on Robert Wood Johnson Foundation Qualified Retirement Plan's numbers.
- By total assets, Robert Wood Johnson Foundation Qualified 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 Other plans in New Jersey. Compare plans
- Robert Wood Johnson Foundation's sponsor-wide assets have grown 25.8% since 2022 across 3 plan years on file. More Other Services plans