Other · DOL Form 5500 · 2024

Mccarter Theatre Company Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
84
Participants Small participant base
68th
Percentile by assets National rank
$210,141
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mccarter Theatre Retirement Plan · Sponsored by Mccarter Theatre Company · New Jersey · Arts, Entertainment & Recreation

$18M in assets, 84 participants

Mccarter Theatre Company's Mccarter Theatre Retirement Plan reported $18M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,359 in Arts, Entertainment & Recreation (2,921 peers)

Mccarter Theatre Company multi-year trail

Mccarter Theatre Company's plans moved +31.2% in assets from 2022 to 2024; this filing shows Mccarter Theatre Retirement Plan at $18M / 84 participants.

#2,359
in Arts, Entertainment & Recreation (2,921 peers)
+11.0%
assets growth YoY

Mccarter Theatre Retirement Plan's outsized position by total assets

Mccarter Theatre Retirement Plan vs every filed plan by assets

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

$17,651,869 Top 32% higher than 68% 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

Mccarter Theatre Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mccarter Theatre Retirement Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mccarter Theatre Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mccarter Theatre Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Mccarter Theatre Retirement Plan reported participants rose from 80 in the plan year 2023 filing to 84 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 210724198 · Mccarter Theatre Company PY 2024 · Other

Mccarter Theatre Retirement Plan · $18M · 84 · 68th

  • VS-ST $18M
  • BOY 84
  • SCH 68th
  • EBSA Other
  • PART near Judson University Retirement Plan
  • TYPE ind #2359

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 Arts, Entertainment & Recreation retirement plans → · Plans in New Jersey →

Mccarter Theatre Retirement Plan in the asset neighbourhood

Lamprey Health Care 403(b) PlanLamprey Health Care 403(b) P…$18MBrodstone Memorial Hospital Tax Deferred Annuity PlanBrodstone Memorial Hospital …$18MRedwood Day School Defined Contribution Retirement PlanRedwood Day School Defined C…$18MMccarter Theatre Retirement PlanMccarter Theatre Retirement …$18MJudson University Retirement PlanJudson University Retirement…$18M
End-of-year total assets ($M) among Mccarter Theatre Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Mccarter Theatre Company multi-year asset trail

Sponsor-wide plan assets over time

All Mccarter Theatre Company plans reported in each filing year

Latest sponsor-wide plan assets
$18M 31.22580246117856% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.5M $17.7M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 64 $13M
2023 1 80 $16M
2024 1 84 $18M

Mccarter Theatre Company filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN210724198
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Jersey

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

Mccarter Theatre Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Mccarter Theatre Retirement Plan, Total assets ($B): 0.017651869 · Participants: 84Mccarter Theatre Retirement 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
Mccarter Theatre Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants

Mccarter Theatre Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Judson University Retirement Plan in IL ($18M); by covered participants it is Grid Alternatives, Inc. 403(b) Plan in CA (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Mccarter Theatre Retirement Plan assets move in 2024?
Mccarter Theatre Retirement Plan grew at a solid clip - up 11.0% during 2024, from $16M to $18M. Reported net income was $2M.
How have Mccarter Theatre Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Mccarter Theatre Company's sponsor-wide assets grew 31.2%, from $13M to $18M.
Which Other plans are similar in size to Mccarter Theatre Retirement Plan?
Among Other plans in other states, the closest by assets is Judson University Retirement Plan in IL ($18M, 114 participants).
Which Other plans cover a similar participant headcount to Mccarter Theatre Retirement Plan?
Among Other plans in other states, the closest by covered participants is Grid Alternatives, Inc. 403(b) Plan in CA (84 participants, $3M in assets).