401(k) · DOL Form 5500 · 2023
New Jersey Innovation Institute Inc 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 108
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $67,232
- Avg per participant Below avg balance/head
Official DOL plan name: New Jersey Innovation Institute Inc. Retirement Plan · Sponsored by New Jersey Innovation Institute Inc · New Jersey · Professional & Technical Services
$7M in assets, 108 participants
New Jersey Innovation Institute Inc's New Jersey Innovation Institute Inc. Retirement Plan reported $7M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,185 in Professional & Technical Services (20,321 peers)
Coverage in New Jersey
New Jersey Innovation Institute Inc. Retirement Plan covers 108 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $7M.
- #10,185
- in Professional & Technical Services (20,321 peers)
- +22.3%
- assets growth YoY
New Jersey Innovation Institute Inc. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
New Jersey Innovation Institute Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,261,039 Top 48% higher than 52% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
New Jersey Innovation Institute Inc. Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Jersey Innovation Institute Inc. Retirement Plan sits mid-pack in the medium band (108 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New Jersey Innovation Institute Inc. Retirement Plan reported net income rose from -$699K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- New Jersey Innovation Institute Inc. Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- New Jersey Innovation Institute Inc. Retirement Plan reported participants rose from 93 in the plan year 2022 filing to 108 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 471042118 · New Jersey Innovation Institute Inc PY 2023 · 401(k)
New Jersey Innovation Institute Inc. Retirement Plan · $7M · 108 · 52nd
- TYPE $7M
- NET 108
- BOOK 52nd
- VS-ST 401(k)
- BOY near Castle Resorts & Hotels 401(k) Retirement Plan
- SCH ind #10185
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 Professional & Technical Services retirement plans → · Plans in New Jersey →
New Jersey Innovation Institute Inc. Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 471042118 |
| Plan Effective Date | 2015-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Jersey Innovation Institute Inc)
Sponsor-wide plan assets over time
All New Jersey Innovation Institute Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 58.721058802070324% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 93 | $6M |
| 2023 | 1 | 108 | $7M |
| 2024 | 1 | 118 | $9M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
New Jersey Innovation Institute Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Castle Resorts & Hotels 401(k) Retirement Plan in HI ($7M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.
- Winstar Farm 401(k) Plan (KY) 108 · 0 off
- University Athletic Association 403b Plan (FL) 108 · 0 off
- Wayne Densch, Inc. 401(k) Plan (FL) 108 · 0 off
- Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust (WA) 108 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.