Other · DOL Form 5500 · 2022
Bonnie Brae Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 277
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $68,433
- Avg per participant Below avg balance/head
Official DOL plan name: Bonnie Brae Retirement Plan · Sponsored by Bonnie Brae · New Jersey · Healthcare & Social Assistance
$19M in assets, 277 participants
Bonnie Brae's Bonnie Brae Retirement Plan reported $19M in total assets and 277 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #16,095 in Healthcare & Social Assistance (20,060 peers)
Coverage in New Jersey
Bonnie Brae Retirement Plan covers 277 participants in New Jersey, about 33% of the average New Jersey filer (state average ~844 per filing). Assets: $19M.
- #16,095
- in Healthcare & Social Assistance (20,060 peers)
- -19.2%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bonnie Brae Retirement Plan's outsized position by total assets
Bonnie Brae Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,955,856 Top 24% higher than 76% 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
Bonnie Brae Retirement 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. Bonnie Brae Retirement Plan sits mid-pack in the medium band (277 participants).
Plan-year Form 5500 strip
Filing strip 221500479 · Bonnie Brae PY 2022 · Other
Bonnie Brae Retirement Plan · $19M · 277 · 76th
- PHOTO $19M
- IND 277
- EOY 76th
- 5500 Other
- ASSETS near Healthpoint 403(b) Savings Plan
- PCT ind #16095
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 →
Bonnie Brae Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$5M |
| Employer EIN | 221500479 |
| Plan Effective Date | 1992-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bonnie Brae)
Sponsor-wide plan assets over time
All Bonnie Brae plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 38.62649093768174% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 277 | $19M |
| 2023 | 1 | 254 | $24M |
| 2024 | 1 | 294 | $26M |
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
Bonnie Brae Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Healthpoint 403(b) Savings Plan in WA ($19M); by covered participants it is Colby-Sawyer College DC Retirement Plan in NH (277 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Healthpoint 403(b) Savings Plan (WA) $19M · 309
- Lyrasis PA 403(b) DC Plan (GA) $19M · 77
- Inglis Foundation 403(b) Retirement Plan (PA) $19M · 609
- Tampa Preparatory School Tiaa-Cref Retirement Plan (FL) $19M · 108
Similar participant headcount
Nearest other-state filings by covered participants (277 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.