Other · DOL Form 5500 · 2022
Bright Harbor Healthcare Retirement Plan
Data updated 2026-08-11
- $12M
- Total assets
- 314
- Participants
- 69th
- Percentile by assets
- $38,248
- Avg per participant
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.
- 69th percentile by assets (of 139,126 plans)
- #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.
- $12M
- total plan assets (2022 EOY)
- 314
- covered participants
- 69th
- percentile by assets (of 139,126 plans)
- $38,248
- avg assets per participant
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.
Where Bright Harbor Healthcare Tax Sheltered Annuity Plan sits 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
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Bright Harbor Healthcare Tax Sheltered Annuity Plan reports 314 participants - about 37% of that state average ($12M EOY assets).
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)
| 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Bright Harbor Healthcare Tax Sheltered Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Bright Harbor Healthcare Tax Sheltered Annuity Plan assets move in 2022? ▼
How have Bright Harbor Healthcare plan assets changed over time? ▼
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Filing takeaways
Ways to act on Bright Harbor Healthcare Tax Sheltered Annuity Plan's numbers.
- By total assets, Bright Harbor Healthcare Tax Sheltered Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New Jersey. Compare plans
- Bright Harbor Healthcare's sponsor-wide assets have grown 30.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans