Other · DOL Form 5500 · 2022

United Methodist Homes of New Jersey Retirement Plan

Data updated 2026-08-11

$19M
Total assets
945
Participants
76th
Percentile by assets
$20,102
Avg per participant
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Official DOL plan name: The United Methodist Homes of New Jersey 403(b) Savings and Retirement · Sponsored by United Methodist Homes of New Jersey · New Jersey · Other Services

$19M in assets, 945 participants

United Methodist Homes of New Jersey's The United Methodist Homes of New Jersey 403(b) Savings and Retirement reported $19M in total assets and 945 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • 76th percentile by assets (of 139,126 plans)
  • #7,325 in Other Services (8,398 peers)

Where The United Methodist Homes of New Jersey 403(b) Savings and Retirement sits by assets

The United Methodist Homes of New Jersey 403(b) Savings and Retirement sits in the top quartile of all filed plans by assets, $19M for 945 participants (~$20,102/participant), down 14.0% in 2022.

$19M
total plan assets (2022 EOY)
945
covered participants
76th
percentile by assets (of 139,126 plans)
$20,102
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where The United Methodist Homes of New Jersey 403(b) Savings and Retirement sits by total assets

The United Methodist Homes of New Jersey 403(b) Savings and Retirement vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,996,586 Top 24% higher than 76% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
Industry

The United Methodist Homes of New Jersey 403(b) Savings and Retirement vs the 2022 asset distribution

By assets, The United Methodist Homes of New Jersey 403(b) Savings and Retirement outranks 76% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN210634464
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Methodist Homes of New Jersey)

$18M$20M$22M$24M$26M 202220232024 $19M $24.4M ▲ +28.5%
Total plan assets by year, all United Methodist Homes of New Jersey plans on file
Year Plans Participants Total Assets
2022 1 945 $19M
2023 1 1,011 $21M
2024 1 1,027 $24M

Nearby Other Plans in New Jersey

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

The United Methodist Homes of New Jersey 403(b) Savings and Retirement vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants The United Methodist…, Total assets ($B): 0.018996586 · Participants: 945The United Methodist…Consolidated 403(b) …, Total assets ($B): 1.561034783 · Participants: 18619Consolidated 403(b) …Princeton University…, Total assets ($B): 1.313612581 · Participants: 7627Princeton University…Rwjbarnabas Health 4…, Total assets ($B): 1.156327651 · Participants: 29563Rwjbarnabas Health 4…Educational Testing …, Total assets ($B): 0.821857381 · Participants: 3797Educational Testing …Atlantic Health Syst…, Total assets ($B): 0.759079123 · Participants: 19041Atlantic Health Syst…
The United Methodist Homes of New Jersey 403(b) Savings and Retirement vs. nearby Other plans in New Jersey, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to The United Methodist Homes of New Jersey 403(b) Savings and Retirement by total assets, not by location.

Frequently Asked Questions

How did The United Methodist Homes of New Jersey 403(b) Savings and Retirement assets move in 2022?
The United Methodist Homes of New Jersey 403(b) Savings and Retirement pulled back noticeably - down 14.0% during 2022, from $22M to $19M. Reported net income was -$3M.
How have United Methodist Homes of New Jersey plan assets changed over time?
Across 3 plan years on file (2022-2024), United Methodist Homes of New Jersey's sponsor-wide assets grew 28.5%, from $19M to $24M.
Where does The United Methodist Homes of New Jersey 403(b) Savings and Retirement rank by assets among Form 5500 filers?
The United Methodist Homes of New Jersey 403(b) Savings and Retirement ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The United Methodist Homes of New Jersey 403(b) Savings and Retirement?
Among Other plans in other states, the closest by assets is Whitman-Walker Health 403(b) Plan in DC ($19M, 290 participants).

Next read for The United Methodist Homes of New Jersey…

Scale reading

Ways to act on The United Methodist Homes of New Jersey 403(b) Savings and Retirement's numbers.

  • By total assets, The United Methodist Homes of New Jersey 403(b) Savings and Retirement ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in New Jersey. Compare plans
  • United Methodist Homes of New Jersey's sponsor-wide assets have grown 28.5% since 2022 across 3 plan years on file. More Other Services plans