Other · DOL Form 5500 · 2024
Educational Testing Service Retirement Plan
Data updated 2026-08-25
- $982M
- Total assets Above avg plan size
- 3,501
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $280,571
- Avg per participant High balance/head
Official DOL plan name: Educational Testing Service 403(b) Retirement Savings Plan · Sponsored by Educational Testing Service · New Jersey · Educational Services
$982M in assets, 3,501 participants
Educational Testing Service's Educational Testing Service 403(b) Retirement Savings Plan reported $982M in total assets and 3,501 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.
- #3,562 in Educational Services (3,638 peers)
Coverage in New Jersey
Educational Testing Service 403(b) Retirement Savings Plan covers 3,501 participants in New Jersey, 4.1x the typical New Jersey plan (state average ~844 per filing). Assets: $982M.
- #3,562
- in Educational Services (3,638 peers)
- +5.7%
- assets growth YoY
- 9.9×
- vs typical plan assets (national mean)
Educational Testing Service 403(b) Retirement Savings Plan's outsized position by total assets
Educational Testing Service 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$982,278,507 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 403(b) Retirement Savings 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 403(b) Retirement Savings Plan lands in the large band (3,501 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Educational Testing Service 403(b) Retirement Savings Plan reported net income fell from $107M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- Educational Testing Service 403(b) Retirement Savings Plan reported participants rose from 3,243 in the plan year 2023 filing to 3,501 in the plan year 2024 filing.
- Educational Testing Service 403(b) Retirement Savings Plan end-of-year assets rose from $929M in the plan year 2023 filing to $982M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 210634479 · Educational Testing Service PY 2024 · Other
Educational Testing Service 403(b) Retirement Savings Plan · $982M · 3,501 · 98th
- 5500 $982M
- 5500 3,501
- 5500 98th
- 5500 Other
- 5500 near Georgetown University Voluntary Contribution Retirement Plan
- 5500 ind #3562
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 403(b) Retirement Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $929M |
|---|---|
| Net Assets (End of Year) | $982M |
| Net Income | $53M |
| Employer EIN | 210634479 |
| Plan Effective Date | 1964-01-01 |
| 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 Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- The Cooper Health System 403(b) Plan $944M · 8,416
Educational Testing Service 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Georgetown University Voluntary Contribution Retirement Plan in DC ($979M); by covered participants it is The Members Retirement Plan in IL (3,501 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($982M here).
- Georgetown University Voluntary Contribution Retirement Plan (DC) $979M · 14,512
- El Camino Hospital 403(b) Retirement Plan (CA) $976M · 4,277
- Brown University Defined Contribution Deferred Vesting Retirement Plan (RI) $974M · 6,202
- Tufts University Voluntary Retirement Plan (MA) $996M · 5,554
Similar participant headcount
Nearest other-state filings by covered participants (3,501 participants); asset peers above are excluded.
- The Members Retirement Plan (IL) 3,501 · 0 off
- St. Mary's Medical Center 403(b) Plan (WV) 3,522 · 21 off
- Retirement Plan of Creighton University (NE) 3,534 · 33 off
- Huntington Memorial Hospital Savings Plan (CA) 3,549 · 48 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.