Other · DOL Form 5500 · 2022
Bright Harbor Healthcare Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 314
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $38,248
- Avg per participant Low balance/head
Official DOL plan name: Bright Harbor Healthcare Tax Sheltered Annuity Plan · Sponsored by Bright Harbor Healthcare · New Jersey · Healthcare & Social Assistance
$12M in assets, 314 participants
Bright Harbor Healthcare's Bright Harbor Healthcare Tax Sheltered Annuity Plan reported $12M in total assets and 314 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #14,768 in Healthcare & Social Assistance (20,060 peers)
Coverage in New Jersey
Bright Harbor Healthcare Tax Sheltered Annuity Plan covers 314 participants in New Jersey, about 37% of the average New Jersey filer (state average ~844 per filing). Assets: $12M.
- #14,768
- in Healthcare & Social Assistance (20,060 peers)
- -12.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bright Harbor Healthcare Tax Sheltered Annuity Plan's outsized position by total assets
Bright Harbor Healthcare Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,009,810 Top 31% higher than 69% 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
Bright Harbor Healthcare Tax Sheltered Annuity 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. Bright Harbor Healthcare Tax Sheltered Annuity Plan sits mid-pack in the medium band (314 participants).
Published 5500 schedule card
Filing strip 210722291 · Bright Harbor Healthcare PY 2022 · Other
Bright Harbor Healthcare Tax Sheltered Annuity Plan · $12M · 314 · 69th
- ASSETS $12M
- ASSETS 314
- ASSETS 69th
- ASSETS Other
- ASSETS near National 4-H Council 403(b) Plan
- ASSETS ind #14768
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 →
Bright Harbor Healthcare Tax Sheltered Annuity Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 210722291 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bright Harbor Healthcare)
Sponsor-wide plan assets over time
All Bright Harbor Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 30.07289873861452% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 314 | $12M |
| 2023 | 1 | 341 | $13M |
| 2024 | 1 | 362 | $16M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.6B · 18,619
- Princeton University Retirement Savings Plan $1.3B · 7,627
- Rwjbarnabas Health 403(b) Savings Plan $1.2B · 29,563
- Educational Testing Service 403(b) Retirement Savings Plan $822M · 3,797
- Atlantic Health System 403(b) Retirement Savings Plan $759M · 19,041
Bright Harbor Healthcare Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is National 4-H Council 403(b) Plan in DC ($12M); by covered participants it is New Communities, Inc. 403(b) Plan in ME (314 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- National 4-H Council 403(b) Plan (DC) $12M · 90
- Saint James School Retirement (AL) $12M · 101
- Hcap Retirement Savings Plan (HI) $12M · 239
- Education Success Network, Inc. 403(b) DC Plan (NY) $12M · 215
Similar participant headcount
Nearest other-state filings by covered participants (314 participants); asset peers above are excluded.
- New Communities, Inc. 403(b) Plan (ME) 314 · 0 off
- Lifeserve Retirement Plan (IA) 314 · 0 off
- 403(b) Thrift Plan for Land of Lincoln Goodwill Industries, Inc. (IL) 314 · 0 off
- California Pacific Medical Center Voluntary Plan (CA) 314 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.