Defined Benefit (Pension) · DOL Form 5500 · 2022
Atlantic Health System Pension Plan
Data updated 2026-08-11
- $864M
- Total assets
- 5,901
- Participants
- 99th
- Percentile by assets
- $146,396
- Avg per participant
Official DOL plan name: Employees' Cash Balance Plan of Atlantic Health · Sponsored by Atlantic Health System · New Jersey · Healthcare & Social Assistance
$864M in assets, 5,901 participants
Atlantic Health System's Employees' Cash Balance Plan of Atlantic Health reported $864M in total assets and 5,901 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.
- 99th percentile by assets (of 139,126 plans)
- #19,856 in Healthcare & Social Assistance (20,060 peers)
Coverage in New Jersey
Employees' Cash Balance Plan of Atlantic Health covers 5,901 participants in New Jersey, 7.0x the typical New Jersey plan (state average ~844 per filing). Assets: $864M.
- $864M
- total plan assets (2022 EOY)
- 5,901
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $146,396
- avg assets per participant
The plan reported a net loss of $131M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Employees' Cash Balance Plan of Atlantic Health reports 5,901 participants - 7.0x that state average ($864M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $994M |
|---|---|
| Net Assets (End of Year) | $853M |
| Net Income | -$131M |
| Employer EIN | 223380375 |
| Plan Effective Date | 1955-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Atlantic Health System)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,901 | $864M |
| 2023 | 1 | 5,443 | $969M |
| 2024 | 1 | 5,100 | $965M |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Employees' Cash Balance Plan of Atlantic Health vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
- Retirement Plan of Johnson and Johnson $19.8B · 38,100
- JPMorgan Chase Retirement Plan $14.8B · 102,340
- Nokia Retirement Income Plan $14.5B · 7,413
- The Prudential Merged Retirement Plan $12.3B · 17,538
- Verizon Pension Plan for Associates $10.9B · 25,746
Scale composition for Employees' Cash Balance Plan of Atlantic Health
Employees' Cash Balance Plan of Atlantic Health reports $864M in end-of-year assets across 5,901 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $146,396 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2022 was -$131M.
This plan identity (EIN 223380375, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $864M to $965M (+11.7%) while covered participants moved from 5,901 to 5,100 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,901 | $864M | This page |
| 2023 | 5,443 | $969M | Open filing |
| 2024 · index core | 5,100 | $965M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Employees' Cash Balance Plan of Atlantic Health System, Inc. (Defined Benefit (Pension), $965M, 5,100 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Employees' Cash Balance Plan of Atlantic Health by total assets, not by location.
- International Association of Machinists and Aerospace Workers Pension Plan (MD) $868M · 628
- Mack UAW Pension Plan (NC) $869M · 1,180
- Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees (PR) $858M · 1,841
- University Hospitals Health System, Inc. Retirement Plan (OH) $857M · 23,502
Frequently Asked Questions
How did Employees' Cash Balance Plan of Atlantic Health assets move in 2022? ▼
How have Atlantic Health System plan assets changed over time? ▼
Where does Employees' Cash Balance Plan of Atlantic Health rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Employees' Cash Balance Plan of Atlantic Health? ▼
Next read for Employees' Cash Balance Plan of Atlantic…
Filing takeaways
Ways to act on Employees' Cash Balance Plan of Atlantic Health's numbers.
- By total assets, Employees' Cash Balance Plan of Atlantic Health ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
- Atlantic Health System's sponsor-wide assets have grown 11.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans