Plan5500

Robert Wood Johnson Foundation — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Robert Wood Johnson Foundation (EIN 22-6029397) is a plan sponsor located in Princeton, NJ with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
22-6029397
Location
Princeton, NJ
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Robert Wood Johnson Foundation

  • 3 loaded plans hold $260.2M in reported assets.
  • The largest, Robert Wood Johnson Foundation Qualified Retirement Plan, holds 54% of this company's reported plan assets.
  • Plans cover 1,657 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$260.2MSummed across loaded plans$260,158,325
Total reported assets$260.2M$260,158,325
Total reported participants1.7K1,657
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$260.2M total assets
Net assets$260.2MLiabilities$0
Contributions & income
Employer contributions$8.6M
Participant contributions$3.8M
Total income / additions$46.2M
Expenses & distributions
Benefits paid / distributions$14.8M
Total expenses$14.9M
Net increase / (decrease)$31.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets54%Robert Wood Johnson Foundation Qualified Retirement Plan
Participants per plan552Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Robert Wood Johnson Foundation Qualified Retirement Plan$139.2M
    Plan #003 · 539 participants · 2023
  2. 2
    Robert Wood Johnson Foundation Matched Savings Plan$121M
    Plan #001 · 660 participants · 2023
  3. 3
    Robert Wood Johnson Foundation Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 458 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Robert Wood Johnson Foundation. Open one for its full reported snapshot.

  1. 2023
    Robert Wood Johnson Foundation Qualified Retirement Plan539 participants · 2Sch HSch C
    View filing →
  2. 2023
    Robert Wood Johnson Foundation Matched Savings Plan660 participants · 2Sch HSch C
    View filing →
  3. 2023
    Robert Wood Johnson Foundation Health & Welfare Plan458 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Robert Wood Johnson Foundation report on Form 5500?
Robert Wood Johnson Foundation (EIN 22-6029397) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Robert Wood Johnson Foundation?
The Employer Identification Number (EIN) reported for Robert Wood Johnson Foundation is 22-6029397.
What is the latest Form 5500 filing year for Robert Wood Johnson Foundation?
The latest loaded Form 5500 filing year for Robert Wood Johnson Foundation is 2023.

Related Form 5500 pages