Other · DOL Form 5500 · 2024
Caldwell University Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 176
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $330,020
- Avg per participant High balance/head
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.
- #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.
- #2,712
- in Educational Services (3,638 peers)
- +6.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Caldwell University Defined Contribution Retirement Plan's outsized position by total assets
Caldwell University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,083,500 Top 14% higher than 86% 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
Caldwell University Defined Contribution Retirement 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. Caldwell University Defined Contribution Retirement Plan sits mid-pack in the medium band (176 participants).
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.
Plan-year Form 5500 strip
Filing strip 221500483 · Caldwell University PY 2024 · Other
Caldwell University Defined Contribution Retirement Plan · $58M · 176 · 86th
- EIN $58M
- EIN 176
- EIN 86th
- EIN Other
- EIN near The Harvard Management Company 403(b) Tax-Deferred Annuity Plan
- EIN ind #2712
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 →
Caldwell University Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Caldwell University plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 7.682116555789629% vs 2022
- 2024 filing year
| 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.
- 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
Caldwell University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is The Harvard Management Company 403(b) Tax-Deferred Annuity Plan in MA ($58M); by covered participants it is City Union Mission Inc. Employees Retirement Plan in MO (176 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (176 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.