Money Purchase · DOL Form 5500 · 2022
Heath Village Money Purchase Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 169
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $44,057
- Avg per participant Low balance/head
Official DOL plan name: Heath Village Pension Plan · Sponsored by Heath Village · New Jersey · Healthcare & Social Assistance
$7M in assets, 169 participants
Heath Village's Heath Village Pension Plan reported $7M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #12,963 in Healthcare & Social Assistance (20,060 peers)
Coverage in New Jersey
Heath Village Pension Plan covers 169 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $7M.
- #12,963
- in Healthcare & Social Assistance (20,060 peers)
- -27.4%
- assets change YoY
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.
Heath Village Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Heath Village Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,445,587 Top 41% higher than 59% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Heath Village Pension Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heath Village Pension Plan sits mid-pack in the medium band (169 participants).
Form 5500 schedule snapshot
Filing strip 221717575 · Heath Village PY 2022 · Money Purchase
Heath Village Pension Plan · $7M · 169 · 59th
- TYPE $7M
- NET 169
- BOOK 59th
- VS-ST Money Purchase
- BOY near Retirement Program for the Employees of the Arc of Cumberland and Perry Counties
- SCH ind #12963
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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →
Heath Village Pension Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$3M |
| Employer EIN | 221717575 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heath Village)
Sponsor-wide plan assets over time
All Heath Village plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 169 | $7M |
| 2023 | 1 | 171 | $9M |
| 2024 | 1 | 177 | N/A |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local 68 Engineers Union Annuity Plan $871M · 5,455
- Nysa-Ila Money Purchase Pension Fund and Plan $659M · 4,255
- Educational Testing Service 401(a) Retirement Plan $525M · 3,282
- Ironworkers Local 11 Annuity Fund $384M · 1,139
- Plumbers & Pipefitters Local 9 Surety Plan $257M · 1,957
Heath Village Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Retirement Program for the Employees of the Arc of Cumberland and Perry Counties in PA ($7M); by covered participants it is Drexel Chemical Company Money Purchase Pension Plan and Trust in TN (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.