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Employers › New Jersey

Employer · plans filed under one EIN

New Road Schools of New Jersey, Inc.

Parlin, NJ · Educational services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$25.6Mnet assets across plans
344participant records255 active
$1.1Memployer contributions, latest plan years$4,182 per active record
$42KSchedule C compensation to organisations$122.97 per participant record

New Road Schools of New Jersey, Inc., based in Parlin, New Jersey, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 344 participant records and $25.6M in net assets.

The largest is New Road Schools of New Jersey, Inc. 401(k) Savings Plan, a 401(k) plan with 188 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $1.1M and participant contributions $407K in the latest plan years; benefits paid were $2.5M. Schedule C compensation reported to service provider organisations totalled $42K.

Combined net assets moved from $11.3M in 2009 to $25.6M in 2024 (up 127%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
New Road Schools of New Jersey, Inc. 401(k) Savings Plan401(k) plan2024188$15.0M$79,556$699$42K
New Road Schools of New Jersey, Inc. Employee Stock Ownership Planemployee stock ownership plan2024156$10.7M$68,335$9,320$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $11.3M2010: $13.2M2011: $12.6M2012: $14.1M2013: $16.3M2014: $17.7M2015: $18.7M2016: $20.5M2017: $21.9M2018: $23.1M2019: $24.8M2020: $29.0M2021: $25.4M2022: $23.7M2023: $24.6M2024: $25.6M$11.3M$29.0M$25.6M20092012201620202024
Combined net assets
2009: 3652010: 3522011: 3472012: 3352013: 3112014: 3012015: 3072016: 3202017: 2802018: 3142019: 3312020: 2902021: 3272022: 3302023: 3292024: 34436534420092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242344$25.6M$1.1M$407K
20232329$24.6M$1.1M$379K
20222330$23.7M$1.1M$392K
20212327$25.4M$1.1M$467K
20202290$29.0M$1.1M$491K
20192331$24.8M$1.1M$554K
20182314$23.1M$1.1M$511K
20172280$21.9M$948K$472K
20162320$20.5M$915K$595K
20152307$18.7M$918K$595K
20142301$17.7M$825K$592K
20132311$16.3M$617K$555K
20122335$14.1M$542K$539K
20112347$12.6M$535K$487K
20102352$13.2M$1.0M$504K
20092365$11.3M$1.0M$494K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
UBS Financial Services Inc.Investment advisory (plan)1$28,343
Empower Annuity Insurance Company—1$13,960

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

UBS Financial Services Inc.$28K
Empower Annuity Insurance Company$14K

Questions and answers

How many retirement plans does New Road Schools of New Jersey, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: New Road Schools of New Jersey, Inc. 401(k) Savings Plan and New Road Schools of New Jersey, Inc. Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does New Road Schools of New Jersey, Inc. contribute to its plans?

$1,066,313 in employer contributions across these plans in their latest plan years, about $4,182 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name UBS Financial Services Inc. and Empower Annuity Insurance Company. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.