401(k)
2022 plan-year 401(k) DOL Form 5500

401(k) Retirement Savings Plan for Employees of the Valley Hospital

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by The Valley Hospital ยท New Jersey ยท Healthcare & Social Assistance

What the 2023 filing shows

401(k) Retirement Savings Plan for Employees of the Valley Hospital holds $794M for 5,255 participants - about $151,178 per participant, down 10.3% over the 2022 plan year.

$794M
total plan assets (2022 EOY)
5,255
covered participants
$151,178
avg assets per participant
-10.3%
assets change YoY

The plan reported a net loss of $92M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$794M
Participants
5,255
State
Industry
Healthcare & Social Assistance

What the Filing Says About 401(k) Retirement Savings Plan for Employees of the Valley Hospital

401(k) Retirement Savings Plan for Employees of the Valley Hospital is a 401(k) retirement plan sponsored by The Valley Hospital, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $794M in total end-of-year assets and covers 5,255 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 221487307, and the plan has been effective since 2004-03-28. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $886M at the beginning of 2022 to $794M at year-end โ€” a decline of 10.3%. Net assets (after liabilities) closed the year at $794M, with reported net income of $-91,572,348 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$886M
Total Assets (End of Year)$794M
Net Assets (End of Year)$794M
Net Income$-91,572,348
Plan Type401(k)
Employer EIN221487307
Plan Effective Date2004-03-28
Filing StatusFILING RECEIVED

Sponsor Plan History (The Valley Hospital)

Year Plans Participants Total Assets
2022 1 5,255 $794M
2023 1 5,346 $931M
2024 1 5,712 $1.1B

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the 401(k) Retirement Savings Plan for Employees of the Valley Hospital?
As of the 2022 Form 5500 filing, 401(k) Retirement Savings Plan for Employees of the Valley Hospital holds $794M in total assets with 5,255 participants. It is sponsored by The Valley Hospital.
What type of plan is 401(k) Retirement Savings Plan for Employees of the Valley Hospital?
401(k) Retirement Savings Plan for Employees of the Valley Hospital is a 401(k) plan. It has been effective since 2004-03-28. The plan is filed with the U.S. Department of Labor under EIN 221487307.
Who sponsors the 401(k) Retirement Savings Plan for Employees of the Valley Hospital?
401(k) Retirement Savings Plan for Employees of the Valley Hospital is sponsored by The Valley Hospital, located in New Jersey. The sponsor's EIN is 221487307 and the plan operates in the Healthcare & Social Assistance industry.
How did 401(k) Retirement Savings Plan for Employees of the Valley Hospital perform in 2022?
401(k) Retirement Savings Plan for Employees of the Valley Hospital declined by 10.3% during 2022, moving from $886M to $794M in total assets. Net income was $-91,572,348.
Where can I find official filings for 401(k) Retirement Savings Plan for Employees of the Valley Hospital?
Official Form 5500 filings for 401(k) Retirement Savings Plan for Employees of the Valley Hospital are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 221487307 or plan name at efast.dol.gov.
How does 401(k) Retirement Savings Plan for Employees of the Valley Hospital compare to other plans?
You can compare 401(k) Retirement Savings Plan for Employees of the Valley Hospital against other 401(k) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 221487307.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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