Defined Benefit (Pension) · DOL Form 5500 · 2022

Ocean Heart Group, LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
22
Participants Small participant base
31st
Percentile by assets National rank
$73,525
Avg per participant Below avg balance/head
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Official DOL plan name: Ocean Heart Group, LLC Cash Balance Plan · Sponsored by Ocean Heart Group, LLC · New Jersey · Healthcare & Social Assistance

$2M in assets, 22 participants

Ocean Heart Group, LLC's Ocean Heart Group, LLC Cash Balance Plan reported $2M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #6,084 in Healthcare & Social Assistance (20,060 peers)

Ocean Heart Group, LLC multi-year trail

Ocean Heart Group, LLC's plans moved -45.8% in assets from 2022 to 2023; this filing shows Ocean Heart Group, LLC Cash Balance Plan at $2M / 22 participants.

#6,084
in Healthcare & Social Assistance (20,060 peers)
-1.5%
assets change YoY

The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ocean Heart Group, LLC Cash Balance Plan among the smaller filed plans by assets

Ocean Heart Group, LLC Cash Balance Plan vs every filed plan by assets

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

$1,617,547 31st percentile higher than 31% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Ocean Heart Group, LLC Cash Balance Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ocean Heart Group, LLC Cash Balance Plan is a small filing (22 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 272302952 · Ocean Heart Group, LLC PY 2022 · Defined Benefit (Pension)

Ocean Heart Group, LLC Cash Balance Plan · $2M · 22 · 31st

  • TYPE $2M
  • NET 22
  • BOOK 31st
  • VS-ST Defined Benefit (Pension)
  • BOY near Pension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342
  • SCH ind #6084

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 →

Ocean Heart Group, LLC Cash Balance Plan in the asset neighbourhood

Ocean Heart Group, LLC Cash Balance PlanOcean Heart Group, LLC Cash …$2MPension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342Pension Plan-Amalgamated Mea…$2MKirra, L.L.C. Cash Balance Pension PlanKirra, L.L.C. Cash Balance P…$2MCroft Workplace Drug Programs, Inc. Defined Benefit Pension PlanCroft Workplace Drug Program…$2MThe Rice Partnership, LLC Cash Balance PlanThe Rice Partnership, LLC Ca…$2M
End-of-year total assets ($M) among Ocean Heart Group, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ocean Heart Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ocean Heart Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 45.79656946566046% vs 2022
2023 filing year
$1M$2M$3M$4M 20222023 $3.68M $2M ▼ -45.7%
Year Plans Participants Total Assets
2022 2 44 $4M
2023 1 25 $2M

Ocean Heart Group, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$25K
Employer EIN272302952
Plan Effective Date2014-02-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ocean Heart Group, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Ocean Heart Group, LLC Cash Balance Plan, Total assets ($B): 0.001617547 · Participants: 22Ocean Heart Group, LLC Cash Balance PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
Ocean Heart Group, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Ocean Heart Group, LLC Cash Balance Plan side-by-side with 3 peers →

Ocean Heart Group, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Pension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342 in PA ($2M); by covered participants it is Lamesa National Bank Pension Plan in TX (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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.

Frequently Asked Questions

How did Ocean Heart Group, LLC Cash Balance Plan assets move in 2022? ▼
Ocean Heart Group, LLC Cash Balance Plan edged down modestly - down 1.5% during 2022, from $2M to $2M. Reported net income was -$25K.
How have Ocean Heart Group, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ocean Heart Group, LLC's sponsor-wide assets declined 45.8%, from $4M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Ocean Heart Group, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342 in PA ($2M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ocean Heart Group, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lamesa National Bank Pension Plan in TX (22 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272302952.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.