Other · DOL Form 5500 · 2024
Caldwell University Retirement Plan
Data updated 2026-08-11
- $58M
- Total assets
- 176
- Participants
- 86th
- Percentile by assets
- $330,020
- Avg per participant
Official DOL plan name: Caldwell University Defined Contribution Retirement Plan · Sponsored by Caldwell University · New Jersey · Educational Services
$58M in assets, 176 participants
Caldwell University's Caldwell University Defined Contribution Retirement Plan reported $58M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 123,622 plans)
- #2,712 in Educational Services (3,638 peers)
Coverage in New Jersey
Caldwell University Defined Contribution Retirement Plan covers 176 participants in New Jersey, about 21% of the average New Jersey filer (state average ~844 per filing). Assets: $58M.
- $58M
- total plan assets (2024 EOY)
- 176
- covered participants
- 86th
- percentile by assets (of 123,622 plans)
- $330,020
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Caldwell University Defined Contribution Retirement Plan reported net income rose from $768K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Caldwell University Defined Contribution Retirement Plan end-of-year assets rose from $55M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- Caldwell University Defined Contribution Retirement Plan reported participants rose from 170 in the plan year 2023 filing to 176 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. Caldwell University Defined Contribution Retirement Plan reports 176 participants - about 21% of that state average ($58M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $3M |
| Employer EIN | 221500483 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caldwell University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 178 | $54M |
| 2023 | 1 | 170 | $55M |
| 2024 | 1 | 176 | $58M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
Caldwell University Defined Contribution 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 Caldwell University Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Caldwell University Defined Contribution Retirement Plan assets move in 2024? ▼
How have Caldwell University plan assets changed over time? ▼
Where does Caldwell University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Caldwell University Defined Contribution…
Filing takeaways
Ways to act on Caldwell University Defined Contribution Retirement Plan's numbers.
- By total assets, Caldwell University Defined Contribution Retirement Plan ranks in the top quartile 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
- Caldwell University's sponsor-wide assets have grown 7.7% since 2022 across 3 plan years on file. More Educational Services plans