How big is Invest Newark's plan?

Invest Newark's plan reported $3.0M in assets and 20 participants for 2025.

Original filing (PDF)20260401105236NAL0001707602001

Invest Newark

Name: Invest Newark — Invest Newark 403(b) Plan, Form 5500 (2025)
Creator: Invest Newark
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Invest Newark 403(b) Plan

403(b) retirement plan · Invest Newark's Invest Newark 403(b) Plan held $3.0M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Jereri Edwards signed Invest Newark's 2025 Form 5500 as plan administrator.

Jereri Edwards — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Invest Newark's EIN is 26-0829057.

EIN 26-0829057

Plan number 001

Plan year 2025

ACK ID 20260401105236NAL0001707602001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Invest Newark from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Invest Newark's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INVEST NEWARK.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

INVEST NEWARK

EIN

all filings

Address

111 MULBERRY ST · SUITE 1 · NEWARK, NJ · 071024008

Phone

(973) 273-1040

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-01

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

American India Foundation

American India Foundation 403(b) Plan

$3.0M · 23 participants

M.R. & Evelyn Hudson Foundation

M.R. & Evelyn Hudson Foundation Money Purchase Plan

$3.0M · 5 participants

Downtown Sacramento Partnership Inc.

Downtown Sacramento 401(k) Plan

$3.0M · 44 participants

Research Corporation

Research Corporation Defined Contribution Retirement Plan

$3.0M · 13 participants

Paul & Daisy Soros Foundation

Paul & Daisy Soros Fellowships for New Americans 403(b) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.