ESOP · DOL Form 5500 · 2024

New Road Schools of New Jersey Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
104
Participants Small participant base
57th
Percentile by assets National rank
$102,502
Avg per participant Below avg balance/head
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Official DOL plan name: New Road Schools of New Jersey, Inc Employee Stock Ownership Plan · Sponsored by New Road Schools of New Jersey Inc. · New Jersey · Educational Services

$11M in assets, 104 participants

New Road Schools of New Jersey Inc.'s New Road Schools of New Jersey, Inc Employee Stock Ownership Plan reported $11M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,448 in Educational Services (3,638 peers)

Coverage in New Jersey

New Road Schools of New Jersey, Inc Employee Stock Ownership Plan covers 104 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $11M.

#1,448
in Educational Services (3,638 peers)
+1.1%
assets growth YoY

New Road Schools of New Jersey, Inc Employee Stock Ownership Plan's mid-pack asset rank among Educational Services and all filers

New Road Schools of New Jersey, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$10,660,193 Top 43% higher than 57% 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

New Road Schools of New Jersey, Inc Employee Stock Ownership 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. New Road Schools of New Jersey, Inc Employee Stock Ownership Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New Road Schools of New Jersey, Inc Employee Stock Ownership Plan reported net income fell from $144K in the plan year 2023 filing to $113K in the plan year 2024 filing.
  • New Road Schools of New Jersey, Inc Employee Stock Ownership Plan reported participants rose from 101 in the plan year 2023 filing to 104 in the plan year 2024 filing.
  • New Road Schools of New Jersey, Inc Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 223449747 · New Road Schools of New Jersey Inc. PY 2024 · ESOP

New Road Schools of New Jersey, Inc Employee Stock Ownership Plan · $11M · 104 · 57th

  • RANK $11M
  • RANK 104
  • RANK 57th
  • RANK ESOP
  • RANK near Georgia Theatre Company Employee Stock Ownership Plan
  • RANK ind #1448

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 What is an ESOP? → · Plans in New Jersey →

New Road Schools of New Jersey, Inc Employee Stock Ownership Plan in the asset neighbourhood

Quirk Wire Co., Inc. Employee Stock Ownership PlanQuirk Wire Co., Inc. Employe…$11MNew Road Schools of New Jersey, Inc Employee Stock Ownership PlanNew Road Schools of New Jers…$11MGeorgia Theatre Company Employee Stock Ownership PlanGeorgia Theatre Company Empl…$11MCrystal Heating & Cooling Service, Inc. Employee Stock Ownership PlanCrystal Heating & Cooling Se…$11MThe Farmers and Merchants Bankshares, Inc. Employee Stock Ownership PlanThe Farmers and Merchants Ba…$11M
End-of-year total assets ($M) among New Road Schools of New Jersey, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$113K
Employer EIN223449747
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Road Schools of New Jersey Inc.)

Sponsor-wide plan assets over time

All New Road Schools of New Jersey Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 8.219204471203161% vs 2022
2024 filing year
$23M$24M$25M$26M 202220232024 $23.7M $25.6M ▲ +8.2%
Year Plans Participants Total Assets
2022 2 238 $24M
2023 2 234 $25M
2024 2 246 $26M

Nearby ESOP Plans in New Jersey

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

New Road Schools of New Jersey, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants New Road Schools of New Jersey, Inc Employee Stock Ownership Plan, Total assets ($M): 10.660193 · Participants: 104New Road Schools of New Jersey, Inc Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 446.25 · Participants: 1176Okonite Company Employees Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 302.820247 · Participants: 1275Conair LLC Savings and Investment PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 280.534757 · Participants: 1740Mathematica Group Holding Inc. Employee Stock Ownership PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 105.2481 · Participants: 199Amboy Bancorporation Employee Stock Ownership PlanRailroad Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 87.816327 · Participants: 144Railroad Construction Company, Inc. Employee Stock Ownership Plan
New Road Schools of New Jersey, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants

New Road Schools of New Jersey, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Georgia Theatre Company Employee Stock Ownership Plan in GA ($11M); by covered participants it is New Glarus Brewing Company Employee Stock Ownership Plan in WI (104 participants). Same-state nearby plans are listed separately above.

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 New Road Schools of New Jersey, Inc Employee Stock Ownership Plan assets move in 2024?
New Road Schools of New Jersey, Inc Employee Stock Ownership Plan edged up modestly - up 1.1% during 2024, from $11M to $11M. Reported net income was $113K.
How have New Road Schools of New Jersey Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), New Road Schools of New Jersey Inc.'s sponsor-wide assets grew 8.2%, from $24M to $26M.
Which ESOP plans are similar in size to New Road Schools of New Jersey, Inc Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Georgia Theatre Company Employee Stock Ownership Plan in GA ($11M, 140 participants).
Which ESOP plans cover a similar participant headcount to New Road Schools of New Jersey, Inc Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is New Glarus Brewing Company Employee Stock Ownership Plan in WI (104 participants, $27M in assets).