Money Purchase · DOL Form 5500 · 2024
Educational Testing Service Money Purchase Plan
Data updated 2026-08-25
- $593M
- Total assets Above avg plan size
- 3,097
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $191,496
- Avg per participant Above avg balance/head
Official DOL plan name: Educational Testing Service 401(a) Retirement Plan · Sponsored by Educational Testing Service · New Jersey · Educational Services
$593M in assets, 3,097 participants
Educational Testing Service's Educational Testing Service 401(a) Retirement Plan reported $593M in total assets and 3,097 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,509 in Educational Services (3,638 peers)
Coverage in New Jersey
Educational Testing Service 401(a) Retirement Plan covers 3,097 participants in New Jersey, 3.7x the typical New Jersey plan (state average ~844 per filing). Assets: $593M.
- #3,509
- in Educational Services (3,638 peers)
- +2.7%
- assets growth YoY
- 6.0×
- vs typical plan assets (national mean)
Educational Testing Service 401(a) Retirement Plan's outsized position by total assets
Educational Testing Service 401(a) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$593,062,355 Top 2% higher than 98% 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
Educational Testing Service 401(a) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Educational Testing Service 401(a) Retirement Plan lands in the large band (3,097 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Educational Testing Service 401(a) Retirement Plan reported net income fell from $52M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Educational Testing Service 401(a) Retirement Plan reported participants fell from 3,310 in the plan year 2023 filing to 3,097 in the plan year 2024 filing.
- Educational Testing Service 401(a) Retirement Plan end-of-year assets rose from $577M in the plan year 2023 filing to $593M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 210634479 · Educational Testing Service PY 2024 · Money Purchase
Educational Testing Service 401(a) Retirement Plan · $593M · 3,097 · 98th
- BOOK $593M
- VS-ST 3,097
- BOY 98th
- SCH Money Purchase
- EBSA near Middlebury College Core Retirement Plan
- PART ind #3509
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 →
Educational Testing Service 401(a) Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $577M |
|---|---|
| Net Assets (End of Year) | $593M |
| Net Income | $16M |
| Employer EIN | 210634479 |
| Plan Effective Date | 1948-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Educational Testing Service)
Sponsor-wide plan assets over time
All Educational Testing Service plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 16.964195701836417% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,079 | $1.3B |
| 2023 | 2 | 6,553 | $1.5B |
| 2024 | 2 | 6,598 | $1.6B |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Princeton University Retirement Plan $2.4B · 8,833
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Ironworkers Local 11 Annuity Fund $395M · 1,148
- Plumbers & Pipefitters Local 9 Surety Plan $311M · 2,205
Educational Testing Service 401(a) Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Middlebury College Core Retirement Plan in VT ($574M); by covered participants it is Alro Steel Corporation and Subsidiaries Retirement/401(k) Plan (Money Purchase Portion) in MI (3,087 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($593M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,097 participants); asset peers above are excluded.
- Alro Steel Corporation and Subsidiaries Retirement/401(k) Plan (Money Purchase Portion) (MI) 3,087 · 10 off
- Iatse Local 8 Annuity Fund (PA) 3,078 · 19 off
- IBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan B (NE) 3,130 · 33 off
- University of Dayton Defined Contribution Retirement Plan (OH) 3,130 · 33 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.