Defined Benefit (Pension) · DOL Form 5500 · 2024
New Jersey Education Association Pension Plan
Data updated 2026-08-25
- $371M
- Total assets Above avg plan size
- 236
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: New Jersey Education Association Employees' Retirement and Trust Fund · Sponsored by New Jersey Education Association · New Jersey · Educational Services
$371M in assets, 236 participants
New Jersey Education Association's New Jersey Education Association Employees' Retirement and Trust Fund reported $371M in total assets and 236 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,435 in Educational Services (3,638 peers)
Coverage in New Jersey
New Jersey Education Association Employees' Retirement and Trust Fund covers 236 participants in New Jersey, about 28% of the average New Jersey filer (state average ~844 per filing). Assets: $371M.
- #3,435
- in Educational Services (3,638 peers)
- -3.6%
- assets change YoY
- 3.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New Jersey Education Association Employees' Retirement and Trust Fund's outsized position by total assets
New Jersey Education Association Employees' Retirement and Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$371,311,054 Top 4% higher than 96% 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
New Jersey Education Association Employees' Retirement and Trust Fund 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 Jersey Education Association Employees' Retirement and Trust Fund sits mid-pack in the medium band (236 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New Jersey Education Association Employees' Retirement and Trust Fund reported net income fell from $12M in the plan year 2023 filing to -$14M in the plan year 2024 filing.
- New Jersey Education Association Employees' Retirement and Trust Fund end-of-year assets fell from $385M in the plan year 2023 filing to $371M in the plan year 2024 filing.
- New Jersey Education Association Employees' Retirement and Trust Fund reported participants rose from 233 in the plan year 2023 filing to 236 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 210524390 · New Jersey Education Association PY 2024 · Defined Benefit (Pension)
New Jersey Education Association Employees' Retirement and Trust Fund · $371M · 236 · 96th
- SCH $371M
- SCH 236
- SCH 96th
- SCH Defined Benefit (Pension)
- SCH near Munson Retirement Plan
- SCH ind #3435
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 →
New Jersey Education Association Employees' Retirement and Trust Fund in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $385M |
|---|---|
| Net Assets (End of Year) | $371M |
| Net Income | -$14M |
| Employer EIN | 210524390 |
| Plan Effective Date | 1953-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Jersey Education Association)
Sponsor-wide plan assets over time
All New Jersey Education Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $440M 2.4162874450128156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 615 | $430M |
| 2023 | 2 | 624 | $453M |
| 2024 | 2 | 628 | $440M |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.1B · 37,882
- JPMorgan Chase Retirement Plan $16.1B · 83,812
- Nokia Retirement Income Plan $12.9B · 7,280
- The Prudential Merged Retirement Plan $12.0B · 16,233
- Merck US Pension Plan $10.1B · 26,843
New Jersey Education Association Employees' Retirement and Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Munson Retirement Plan in MI ($371M); by covered participants it is Preformed Line Products Company Hourly Employees Retirement Plan in OH (236 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($371M here).
- Munson Retirement Plan (MI) $371M · 826
- Pension Plan for Employees of the Service Employee Int'l Union (DC) $371M · 3,097
- Dover Corporation Pension Plan (IL) $372M · 644
- Chicago Area Ib of T Pension Trust Fund (IL) $373M · 421
Similar participant headcount
Nearest other-state filings by covered participants (236 participants); asset peers above are excluded.
- Preformed Line Products Company Hourly Employees Retirement Plan (OH) 236 · 0 off
- Iron Workers No 28 Pension Fund (VA) 236 · 0 off
- Lexmark Retirement Growth Account Plan II (KY) 236 · 0 off
- Southern Star Retirement Plan (Non-Union) (KY) 236 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.