Other · DOL Form 5500 · 2024

Stevens Cooperative School Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
107
Participants Small participant base
57th
Percentile by assets National rank
$99,779
Avg per participant Below avg balance/head
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Official DOL plan name: Stevens Cooperative School 403b Plan · Sponsored by Stevens Cooperative School · New Jersey · Educational Services

$11M in assets, 107 participants

Stevens Cooperative School's Stevens Cooperative School 403b Plan reported $11M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,453 in Educational Services (3,638 peers)

Coverage in New Jersey

Stevens Cooperative School 403b Plan covers 107 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $11M.

#1,453
in Educational Services (3,638 peers)
+19.1%
assets growth YoY

Stevens Cooperative School 403b Plan's mid-pack asset rank among Educational Services and all filers

Stevens Cooperative School 403b Plan vs every filed plan by assets

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

$10,676,377 Top 43% higher than 57% 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

Stevens Cooperative School 403b 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. Stevens Cooperative School 403b Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stevens Cooperative School 403b Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Stevens Cooperative School 403b Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Stevens Cooperative School 403b Plan reported participants rose from 102 in the plan year 2023 filing to 107 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 222209099 · Stevens Cooperative School PY 2024 · Other

Stevens Cooperative School 403b Plan · $11M · 107 · 57th

  • BOOK $11M
  • BOOK 107
  • BOOK 57th
  • BOOK Other
  • BOOK near Judson Non-Union 403(b) Plan
  • BOOK ind #1453

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 →

Stevens Cooperative School 403b Plan in the asset neighbourhood

Rolling Hills Preparatory School Defined Contribution Retirement PlanRolling Hills Preparatory Sc…$11MPeter Becker Community 403(b) PlanPeter Becker Community 403(b…$11MStevens Cooperative School 403b PlanStevens Cooperative School 4…$11MJudson Non-Union 403(b) Plan$11MCarson Valley Childrens Aid 403(b) PlanCarson Valley Childrens Aid …$11M
End-of-year total assets ($M) among Stevens Cooperative School 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN222209099
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stevens Cooperative School)

Sponsor-wide plan assets over time

All Stevens Cooperative School plans reported in each filing year

Latest sponsor-wide plan assets
$11M 37.87519816599919% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.74M $10.7M ▲ +38.0%
Year Plans Participants Total Assets
2022 1 103 $8M
2023 1 102 $9M
2024 1 107 $11M

Nearby Other Plans in New Jersey

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

Stevens Cooperative School 403b Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Stevens Cooperative School 403b Plan, Total assets ($B): 0.010676377 · Participants: 107Stevens Cooperative School 403b 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
Stevens Cooperative School 403b Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Stevens Cooperative School 403b Plan side-by-side with 3 peers →

Stevens Cooperative School 403b Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Judson Non-Union 403(b) Plan in OH ($11M); by covered participants it is Meadowbrook School DC Retirement Plan in MA (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Stevens Cooperative School 403b Plan assets move in 2024? ▼
Stevens Cooperative School 403b Plan grew sharply - up 19.1% during 2024, from $9M to $11M. Reported net income was $2M.
How have Stevens Cooperative School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens Cooperative School's sponsor-wide assets grew 37.9%, from $8M to $11M.
Which Other plans are similar in size to Stevens Cooperative School 403b Plan? ▼
Among Other plans in other states, the closest by assets is Judson Non-Union 403(b) Plan in OH ($11M, 365 participants).
Which Other plans cover a similar participant headcount to Stevens Cooperative School 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Meadowbrook School DC Retirement Plan in MA (107 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222209099.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.