Other · DOL Form 5500 · 2022
Hackensack Meridian Health Retirement Plan
Data updated 2026-08-25
- $1.6B
- Total assets Very large vs avg
- 18,619
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $83,841
- Avg per participant Below avg balance/head
Official DOL plan name: Consolidated 403(b) Plan of Hackensack Meridian Health · Sponsored by Hackensack Meridian Health · New Jersey · Healthcare & Social Assistance
$1.6B in assets, 18,619 participants
Hackensack Meridian Health's Consolidated 403(b) Plan of Hackensack Meridian Health reported $1.6B in total assets and 18,619 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,956 in Healthcare & Social Assistance (20,060 peers)
Coverage in New Jersey
Consolidated 403(b) Plan of Hackensack Meridian Health covers 18,619 participants in New Jersey, 22x the typical New Jersey plan (state average ~844 per filing). Assets: $1.6B.
- #19,956
- in Healthcare & Social Assistance (20,060 peers)
- -18.8%
- assets change YoY
- 16×
- vs typical plan assets (national mean)
The plan reported a net loss of $383M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Consolidated 403(b) Plan of Hackensack Meridian Health's outsized position by total assets
Consolidated 403(b) Plan of Hackensack Meridian Health vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,561,034,783 Top 1% higher than 99% 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
Consolidated 403(b) Plan of Hackensack Meridian Health's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consolidated 403(b) Plan of Hackensack Meridian Health is a mega filing (18,619 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 223474145 · Hackensack Meridian Health PY 2022 · Other
Consolidated 403(b) Plan of Hackensack Meridian Health · $1.6B · 18,619 · 99th
- BOOK $1.6B
- BOOK 18,619
- BOOK 99th
- BOOK Other
- BOOK near Howard Hughes Medical Institute Retirement Savings Plan
- BOOK ind #19956
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 →
Consolidated 403(b) Plan of Hackensack Meridian Health in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | -$383M |
| Employer EIN | 223474145 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hackensack Meridian Health)
Sponsor-wide plan assets over time
All Hackensack Meridian Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.9B 33.09206339506898% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 7 | 61,439 | $4.4B |
| 2023 | 7 | 67,568 | $5.2B |
| 2024 | 4 | 66,927 | $5.9B |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- Joint Annuity Fund Local 164 IBEW $728M · 2,871
Scale composition for Consolidated 403(b) Plan of Hackensack Meridian Health
Consolidated 403(b) Plan of Hackensack Meridian Health reports $1.6B in end-of-year assets across 18,619 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $83,841 per participant (61% of the national average assets-per-participant) . Net income for plan year 2022 was -$383M.
This plan identity (EIN 223474145, plan #016) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $1.8B (+15.6%) while covered participants moved from 18,619 to 16,823 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 18,619 | $1.6B | This page |
| 2023 | 17,739 | $1.7B | Open filing |
| 2024 · index core | 16,823 | $1.8B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Hmh 401(k) Savings Plan (401(k), $2.1B, 35,701 participants)
- Consolidated 403(b) Plan of Hackensack Meridian Health (Other, $1.8B, 16,823 participants)
- Consolidated Pension Plan of Hackensack Meridian Health (Defined Benefit (Pension), $1.7B, 7,420 participants)
- Consolidated Defined Contribution Plan of Hackensack Meridian Health (Profit Sharing, $290M, 6,983 participants)
Consolidated 403(b) Plan of Hackensack Meridian Health's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Howard Hughes Medical Institute Retirement Savings Plan in MD ($1.6B); by covered participants it is Sharp Healthcare 403(b) Tax Deferred Retirement Plan in CA (18,899 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.6B here).
- Howard Hughes Medical Institute Retirement Savings Plan (MD) $1.6B · 2,041
- Froedtert Health, Inc. 403(b) Plan (WI) $1.5B · 13,617
- Baylor College of Medicine Section 403b (TX) $1.6B · 12,275
- The University of Chicago Supplemental Retirement Plan (IL) $1.5B · 7,855
Similar participant headcount
Nearest other-state filings by covered participants (18,619 participants); asset peers above are excluded.
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) 18,899 · 280 off
- West Virginia University Health System 403(b) Retirement Savings Plan (WV) 18,993 · 374 off
- Sharpsaver Defined Contribution Plan (CA) 19,079 · 460 off
- Norton Healthcare 403(b) Retirement Savings Plan (KY) 17,896 · 723 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.