Other · DOL Form 5500 · 2024

Drew University Retirement Plan

Data updated 2026-08-25

$231M
Total assets Near avg plan size
741
Participants Near avg headcount
95th
Percentile by assets National rank
$311,120
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Drew University Defined Contribution and Tax Deferred Plan · Sponsored by Drew University · New Jersey · Educational Services

$231M in assets, 741 participants

Drew University's Drew University Defined Contribution and Tax Deferred Plan reported $231M in total assets and 741 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,326 in Educational Services (3,638 peers)

Where Drew University Defined Contribution and Tax Deferred Plan sits by assets

Drew University Defined Contribution and Tax Deferred Plan sits in the top 5% of all filed plans by assets, $231M for 741 participants (~$311,120/participant), up 6.8% in 2024.

#3,326
in Educational Services (3,638 peers)
+6.8%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Drew University Defined Contribution and Tax Deferred Plan's outsized position by total assets

Drew University Defined Contribution and Tax Deferred Plan vs every filed plan by assets

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

$230,539,565 Top 5% higher than 95% 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

Drew University Defined Contribution and Tax Deferred 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. Drew University Defined Contribution and Tax Deferred Plan sits mid-pack in the medium band (741 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Drew University Defined Contribution and Tax Deferred Plan reported net income fell from $21M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Drew University Defined Contribution and Tax Deferred Plan end-of-year assets rose from $216M in the plan year 2023 filing to $231M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 221487164 · Drew University PY 2024 · Other

Drew University Defined Contribution and Tax Deferred Plan · $231M · 741 · 95th

  • ASSETS $231M
  • PCT 741
  • EIN 95th
  • RANK Other
  • PHOTO near Vandalia Health System 403(b) Plan
  • IND ind #3326

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 →

Drew University Defined Contribution and Tax Deferred Plan in the asset neighbourhood

The Culinary Institute of America Defined Contribution PlanThe Culinary Institute of Am…$232MDrew University Defined Contribution and Tax Deferred PlanDrew University Defined Cont…$231MVandalia Health System 403(b) PlanVandalia Health System 403(b…$230MOpen Society Institute Retirement PlanOpen Society Institute Retir…$230MBaldwin Wallace University Defined Contribution and Tax Deferred SavingsBaldwin Wallace University D…$230M
End-of-year total assets ($M) among Drew University Defined Contribution and Tax Deferred Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$216M
Net Assets (End of Year)$231M
Net Income$15M
Employer EIN221487164
Plan Effective Date1953-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Drew University)

Sponsor-wide plan assets over time

All Drew University plans reported in each filing year

Latest sponsor-wide plan assets
$231M 18.282360896982386% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $195M $231M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 588 $195M
2023 1 748 $216M
2024 1 741 $231M

Nearby Other Plans in New Jersey

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

Drew University Defined Contribution and Tax Deferred Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.52 Total assets ($B) Participants Drew University Defined Contribution and Tax Deferred Plan, Total assets ($B): 0.230539565 · Participants: 741Drew University Defined Contribution and Tax Deferred 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
Drew University Defined Contribution and Tax Deferred Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Drew University Defined Contribution and Tax Deferred Plan side-by-side with 3 peers →

Drew University Defined Contribution and Tax Deferred Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Vandalia Health System 403(b) Plan in WV ($230M); by covered participants it is Roberts Wesleyan University Retirement Plan in NY (741 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (741 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 Drew University Defined Contribution and Tax Deferred Plan assets move in 2024? ▼
Drew University Defined Contribution and Tax Deferred Plan grew at a solid clip - up 6.8% during 2024, from $216M to $231M. Reported net income was $15M.
How have Drew University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Drew University's sponsor-wide assets grew 18.3%, from $195M to $231M.
Where does Drew University Defined Contribution and Tax Deferred Plan rank by assets among Form 5500 filers? ▼
Drew University Defined Contribution and Tax Deferred Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Drew University Defined Contribution and Tax Deferred Plan? ▼
Among Other plans in other states, the closest by assets is Vandalia Health System 403(b) Plan in WV ($230M, N/A participants).
Which Other plans cover a similar participant headcount to Drew University Defined Contribution and Tax Deferred Plan? ▼
Among Other plans in other states, the closest by covered participants is Roberts Wesleyan University Retirement Plan in NY (741 participants, $45M 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 221487164.

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.