Other · DOL Form 5500 · 2024

Robert Wood Johnson Foundation Retirement Plan

Data updated 2026-08-25

$132M
Total assets Near avg plan size
330
Participants Below avg headcount
92nd
Percentile by assets National rank
$400,693
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Robert Wood Johnson Foundation Matched Savings Plan · Sponsored by Robert Wood Johnson Foundation · New Jersey · Other Services

$132M in assets, 330 participants

Robert Wood Johnson Foundation's Robert Wood Johnson Foundation Matched Savings Plan reported $132M in total assets and 330 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.

  • #7,523 in Other Services (7,719 peers)

Coverage in New Jersey

Robert Wood Johnson Foundation Matched Savings Plan covers 330 participants in New Jersey, about 39% of the average New Jersey filer (state average ~844 per filing). Assets: $132M.

#7,523
in Other Services (7,719 peers)
+9.3%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Robert Wood Johnson Foundation Matched Savings Plan's outsized position by total assets

Robert Wood Johnson Foundation Matched Savings Plan vs every filed plan by assets

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

$132,228,697 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

Robert Wood Johnson Foundation Matched Savings 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. Robert Wood Johnson Foundation Matched Savings Plan sits mid-pack in the medium band (330 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robert Wood Johnson Foundation Matched Savings Plan reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Robert Wood Johnson Foundation Matched Savings Plan end-of-year assets rose from $121M in the plan year 2023 filing to $132M in the plan year 2024 filing.
  • Robert Wood Johnson Foundation Matched Savings Plan reported participants rose from 310 in the plan year 2023 filing to 330 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 226029397 · Robert Wood Johnson Foundation PY 2024 · Other

Robert Wood Johnson Foundation Matched Savings Plan · $132M · 330 · 92nd

  • ASSETS $132M
  • PCT 330
  • EIN 92nd
  • RANK Other
  • PHOTO near Pli Retirement Savings Plan
  • IND ind #7523

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 Other Services retirement plans → · Plans in New Jersey →

Robert Wood Johnson Foundation Matched Savings Plan in the asset neighbourhood

Hampton University Defined Contribution Retirement PlanHampton University Defined C…$133MKalamazoo College Defined Contribution Retirement PlanKalamazoo College Defined Co…$133MPli Retirement Savings Plan$133MRobert Wood Johnson Foundation Matched Savings PlanRobert Wood Johnson Foundati…$132MThe Potomac School Tax-Deferred Savings and Retirement PlanThe Potomac School Tax-Defer…$132M
End-of-year total assets ($M) among Robert Wood Johnson Foundation Matched Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$132M
Net Income$11M
Employer EIN226029397
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert Wood Johnson Foundation)

Sponsor-wide plan assets over time

All Robert Wood Johnson Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$288M 25.83581588908957% vs 2022
2024 filing year
$220M$240M$260M$280M$300M 202220232024 $229M $288M ▲ +25.8%
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 Matched Savings Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.52 Total assets ($B) Participants Robert Wood Johnson Foundation Matched Savings Plan, Total assets ($B): 0.132228697 · Participants: 330Robert Wood Johnson Foundation Matched Savings 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
Robert Wood Johnson Foundation Matched Savings Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Robert Wood Johnson Foundation Matched Savings Plan side-by-side with 3 peers →

Robert Wood Johnson Foundation Matched Savings Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Pli Retirement Savings Plan in NY ($133M); by covered participants it is Icahn Charter School Retirement Savings Plan in NY (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 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 Robert Wood Johnson Foundation Matched Savings Plan assets move in 2024? ▼
Robert Wood Johnson Foundation Matched Savings Plan grew at a solid clip - up 9.3% during 2024, from $121M to $132M. Reported net income was $11M.
How have Robert Wood Johnson Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert Wood Johnson Foundation's sponsor-wide assets grew 25.8%, from $229M to $288M.
Where does Robert Wood Johnson Foundation Matched Savings Plan rank by assets among Form 5500 filers? ▼
Robert Wood Johnson Foundation Matched Savings 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 Robert Wood Johnson Foundation Matched Savings Plan? ▼
Among Other plans in other states, the closest by assets is Pli Retirement Savings Plan in NY ($133M, 309 participants).
Which Other plans cover a similar participant headcount to Robert Wood Johnson Foundation Matched Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Icahn Charter School Retirement Savings Plan in NY (330 participants, $22M 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 226029397.

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.