Other · DOL Form 5500 · 2024
Newark Academy Trustees Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $123,544
- Avg per participant Near avg balance/head
Official DOL plan name: Newark Academy Tda · Sponsored by Newark Academy Trustees · New Jersey · Educational Services
$19M in assets, 150 participants
Newark Academy Trustees's Newark Academy Tda reported $19M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #1,883 in Educational Services (3,638 peers)
Coverage in New Jersey
Newark Academy Tda covers 150 participants in New Jersey, about 18% of the average New Jersey filer (state average ~844 per filing). Assets: $19M.
- #1,883
- in Educational Services (3,638 peers)
- +10.7%
- assets growth YoY
Newark Academy Tda's outsized position by total assets
Newark Academy Tda vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,531,575 Top 31% higher than 69% 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
Newark Academy Tda 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. Newark Academy Tda sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Newark Academy Tda reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Newark Academy Tda end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Newark Academy Tda reported participants rose from 147 in the plan year 2023 filing to 150 in the plan year 2024 filing.
DOL schedule card
Filing strip 221487270 · Newark Academy Trustees PY 2024 · Other
Newark Academy Tda · $19M · 150 · 69th
- IND $19M
- IND 150
- IND 69th
- IND Other
- IND near Cns Healthcare 403(b) Plan
- IND ind #1883
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 →
Newark Academy Tda in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 221487270 |
| Plan Effective Date | 1975-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Newark Academy Trustees)
Sponsor-wide plan assets over time
All Newark Academy Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $79M 25.61667311154145% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 297 | $63M |
| 2023 | 2 | 297 | $71M |
| 2024 | 2 | 304 | $79M |
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
Newark Academy Tda's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Cns Healthcare 403(b) Plan in MI ($19M); by covered participants it is Tyrone Hospital 403(b) Plan in PA (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Cns Healthcare 403(b) Plan (MI) $19M · 446
- Met Council 403(b) Retirement Savings Plan (NY) $19M · 209
- Goodwill Northern New England 403(b) Plan (ME) $19M · 1,562
- Westside Neighborhood School 403(b) DC Plan (CA) $19M · 156
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- Tyrone Hospital 403(b) Plan (PA) 150 · 0 off
- Resurrection Christian School 403(b) Plan (CO) 150 · 0 off
- Friendship Place Retirement and Employee Savings Plan (DC) 150 · 0 off
- Local Government Corporation Retirement Plan (TN) 150 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.