Other · DOL Form 5500 · 2024

BANCROFT Retirement Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
3,081
Participants Above avg headcount
90th
Percentile by assets National rank
$31,359
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bancroft Defined Contribution Retirement Plan · Sponsored by BANCROFT · New Jersey · Healthcare & Social Assistance

$97M in assets, 3,081 participants

BANCROFT's Bancroft Defined Contribution Retirement Plan reported $97M in total assets and 3,081 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,453 in Healthcare & Social Assistance (16,916 peers)

Coverage in New Jersey

Bancroft Defined Contribution Retirement Plan covers 3,081 participants in New Jersey, 3.6x the typical New Jersey plan (state average ~844 per filing). Assets: $97M.

#15,453
in Healthcare & Social Assistance (16,916 peers)
+16.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Bancroft Defined Contribution Retirement Plan's outsized position by total assets

Bancroft Defined Contribution Retirement Plan vs every filed plan by assets

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

$96,617,314 Top 10% higher than 90% 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

Bancroft Defined Contribution 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. Bancroft Defined Contribution Retirement Plan lands in the large band (3,081 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bancroft Defined Contribution Retirement Plan end-of-year assets rose from $83M in the plan year 2023 filing to $97M in the plan year 2024 filing.
  • Bancroft Defined Contribution Retirement Plan reported participants rose from 2,765 in the plan year 2023 filing to 3,081 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 210672770 · BANCROFT PY 2024 · Other

Bancroft Defined Contribution Retirement Plan · $97M · 3,081 · 90th

  • ASSETS $97M
  • PCT 3,081
  • EIN 90th
  • RANK Other
  • PHOTO near The Saint Ann's School Tax Deferred Annuity Plan
  • IND ind #15453

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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →

Bancroft Defined Contribution Retirement Plan in the asset neighbourhood

Agnes Scott College Defined Contribution Retirement PlanAgnes Scott College Defined …$97MStanley Member Stock Bonus PlanStanley Member Stock Bonus P…$97MBancroft Defined Contribution Retirement PlanBancroft Defined Contributio…$97MThe Saint Ann's School Tax Deferred Annuity PlanThe Saint Ann's School Tax D…$97MMercy Housing, Inc. 403(b) PlanMercy Housing, Inc. 403(b) P…$96M
End-of-year total assets ($M) among Bancroft Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$97M
Net Income$14M
Employer EIN210672770
Plan Effective Date1979-01-20
Filing StatusFILING RECEIVED

Sponsor Plan History (BANCROFT)

Sponsor-wide plan assets over time

All BANCROFT plans reported in each filing year

Latest sponsor-wide plan assets
$97M 39.01456165498861% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $69.5M $96.6M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 2,522 $70M
2023 1 2,765 $83M
2024 1 3,081 $97M

Nearby Other Plans in New Jersey

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

Bancroft Defined Contribution Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0100002000030000 00.511.52 Total assets ($B) Participants Bancroft Defined Contribution Retirement Plan, Total assets ($B): 0.096617314 · Participants: 3081Bancroft Defined Contribution Retirement 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
Bancroft Defined Contribution Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants

Bancroft Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is The Saint Ann's School Tax Deferred Annuity Plan in NY ($97M); by covered participants it is Retirement Plus of Memorial Health System Hospitals in OH (3,085 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,081 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 Bancroft Defined Contribution Retirement Plan assets move in 2024?
Bancroft Defined Contribution Retirement Plan grew sharply - up 16.3% during 2024, from $83M to $97M. Reported net income was $14M.
How have BANCROFT plan assets changed over time?
Across 3 plan years on file (2022-2024), BANCROFT's sponsor-wide assets grew 39.0%, from $70M to $97M.
Where does Bancroft Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Bancroft Defined Contribution Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Bancroft Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is The Saint Ann's School Tax Deferred Annuity Plan in NY ($97M, 298 participants).
Which Other plans cover a similar participant headcount to Bancroft Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Retirement Plus of Memorial Health System Hospitals in OH (3,085 participants, $111M in assets).