Other · DOL Form 5500 · 2024

Newark Academy Trustees Retirement Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
154
Participants Small participant base
86th
Percentile by assets National rank
$392,062
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Newark Academy DC Retirement Plan · Sponsored by Newark Academy Trustees · New Jersey · Educational Services

$60M in assets, 154 participants

Newark Academy Trustees's Newark Academy DC Retirement Plan reported $60M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,733 in Educational Services (3,638 peers)

Coverage in New Jersey

Newark Academy DC Retirement Plan covers 154 participants in New Jersey, about 18% of the average New Jersey filer (state average ~844 per filing). Assets: $60M.

#2,733
in Educational Services (3,638 peers)
+10.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Newark Academy DC Retirement Plan's outsized position by total assets

Newark Academy DC Retirement Plan vs every filed plan by assets

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

$60,377,499 Top 14% higher than 86% 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

Newark Academy DC Retirement 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. Newark Academy DC Retirement Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Newark Academy DC Retirement Plan end-of-year assets rose from $55M in the plan year 2023 filing to $60M in the plan year 2024 filing.
  • Newark Academy DC Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Newark Academy DC Retirement Plan reported participants rose from 150 in the plan year 2023 filing to 154 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 221487270 · Newark Academy Trustees PY 2024 · Other

Newark Academy DC Retirement Plan · $60M · 154 · 86th

  • ASSETS $60M
  • PCT 154
  • EIN 86th
  • RANK Other
  • PHOTO near American Board of Internal Medicine Retirement Plan
  • IND ind #2733

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 DC Retirement Plan in the asset neighbourhood

Duncan Regional Hospital 403(b) PlanDuncan Regional Hospital 403…$61MBeloit College Defined Contribution Retirement PlanBeloit College Defined Contr…$61MAmerican Board of Internal Medicine Retirement PlanAmerican Board of Internal M…$60MNewark Academy DC Retirement PlanNewark Academy DC Retirement…$60MPembroke Hill School Defined Contribution Retirement PlanPembroke Hill School Defined…$60M
End-of-year total assets ($M) among Newark Academy DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$60M
Net Income$6M
Employer EIN221487270
Plan Effective Date1945-09-14
Filing StatusFILING 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
$60M$65M$70M$75M$80M$85M 202220232024 $62.8M $78.9M ▲ +25.6%
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.

Newark Academy DC Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Newark Academy DC Retirement Plan, Total assets ($B): 0.060377499 · Participants: 154Newark Academy DC 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
Newark Academy DC Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Newark Academy DC Retirement Plan side-by-side with 3 peers →

Newark Academy DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is American Board of Internal Medicine Retirement Plan in PA ($60M); by covered participants it is Ohio Dominican University Retirement Plan in OH (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Newark Academy DC Retirement Plan assets move in 2024? ▼
Newark Academy DC Retirement Plan grew at a solid clip - up 10.4% during 2024, from $55M to $60M. Reported net income was $6M.
How have Newark Academy Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newark Academy Trustees's sponsor-wide assets grew 25.6%, from $63M to $79M.
Where does Newark Academy DC Retirement Plan rank by assets among Form 5500 filers? ▼
Newark Academy DC Retirement Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Newark Academy DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is American Board of Internal Medicine Retirement Plan in PA ($60M, 239 participants).
Which Other plans cover a similar participant headcount to Newark Academy DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Ohio Dominican University Retirement Plan in OH (154 participants, $43M 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 221487270.

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.