Other · DOL Form 5500 · 2024
Stevens Institute of Technology Retirement Plan
Data updated 2026-08-25
- $466M
- Total assets Above avg plan size
- 1,408
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $331,294
- Avg per participant High balance/head
Official DOL plan name: Stevens Institute of Technology Defined Contributi · Sponsored by Stevens Institute of Technology · New Jersey · Educational Services
$466M in assets, 1,408 participants
Stevens Institute of Technology's Stevens Institute of Technology Defined Contributi reported $466M in total assets and 1,408 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #3,473 in Educational Services (3,638 peers)
Where Stevens Institute of Technology Defined Contributi sits by assets
Stevens Institute of Technology Defined Contributi sits in the top 5% of all filed plans by assets, $466M for 1,408 participants (~$331,294/participant), up 11.1% in 2024.
- #3,473
- in Educational Services (3,638 peers)
- +11.1%
- assets growth YoY
- 4.7×
- vs typical plan assets (national mean)
Stevens Institute of Technology Defined Contributi's outsized position by total assets
Stevens Institute of Technology Defined Contributi vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$466,462,605 Top 3% higher than 97% 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
Stevens Institute of Technology Defined Contributi'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. Stevens Institute of Technology Defined Contributi lands in the large band (1,408 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stevens Institute of Technology Defined Contributi end-of-year assets rose from $420M in the plan year 2023 filing to $466M in the plan year 2024 filing.
- Stevens Institute of Technology Defined Contributi reported net income fell from $51M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Stevens Institute of Technology Defined Contributi reported participants rose from 1,330 in the plan year 2023 filing to 1,408 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 221487354 · Stevens Institute of Technology PY 2024 · Other
Stevens Institute of Technology Defined Contributi · $466M · 1,408 · 97th
- EIN $466M
- EIN 1,408
- EIN 97th
- EIN Other
- EIN near Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)
- EIN ind #3473
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 Institute of Technology Defined Contributi in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $420M |
|---|---|
| Net Assets (End of Year) | $466M |
| Net Income | $46M |
| Employer EIN | 221487354 |
| Plan Effective Date | 1919-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stevens Institute of Technology)
Sponsor-wide plan assets over time
All Stevens Institute of Technology plans reported in each filing year
- Latest sponsor-wide plan assets
- $467M 26.29937169133329% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,254 | $370M |
| 2023 | 3 | 1,349 | $421M |
| 2024 | 3 | 1,425 | $467M |
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
Stevens Institute of Technology Defined Contributi's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) in FL ($467M); by covered participants it is Samaritan Medical Center/Samaritan Keep Home 403(b) Plan in NY (1,408 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($466M here).
- Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) (FL) $467M · 1,542
- Riverside Health System 403(b) Retirement Plan (VA) $463M · 9,871
- Swarthmore College Regular Retirement Plan (PA) $462M · 1,187
- Luminis Health Retirement Plan (MD) $462M · 5,862
Similar participant headcount
Nearest other-state filings by covered participants (1,408 participants); asset peers above are excluded.
- Samaritan Medical Center/Samaritan Keep Home 403(b) Plan (NY) 1,408 · 0 off
- Holland Home Tax Deferred Annuity Retirement Plan (MI) 1,407 · 1 off
- Tj Regional Health Inc. 403(b) Plan (KY) 1,406 · 2 off
- The South County Hospital 403(b) Retirement Plan (RI) 1,406 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.