Defined Benefit (Pension) · DOL Form 5500 · 2022
Atlantic Health System Pension Plan
Data updated 2026-08-25
- $864M
- Total assets Above avg plan size
- 5,901
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $146,396
- Avg per participant Above avg balance/head
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.
- #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.
- #19,856
- in Healthcare & Social Assistance (20,060 peers)
- -13.1%
- assets change YoY
- 8.7×
- vs typical plan assets (national mean)
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.
Employees' Cash Balance Plan of Atlantic Health's outsized position by total assets
Employees' Cash Balance Plan of Atlantic Health vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$863,880,514 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
Employees' Cash Balance Plan of Atlantic Health's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Cash Balance Plan of Atlantic Health lands in the large band (5,901 participants).
DOL schedule card
Filing strip 223380375 · Atlantic Health System PY 2022 · Defined Benefit (Pension)
Employees' Cash Balance Plan of Atlantic Health · $864M · 5,901 · 99th
- 5500 $864M
- ASSETS 5,901
- PCT 99th
- EIN Defined Benefit (Pension)
- RANK near International Association of Machinists and Aerospace Workers Pension Plan
- PHOTO ind #19856
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 →
Employees' Cash Balance Plan of Atlantic Health in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Atlantic Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $965M 11.681268921410119% vs 2022
- 2024 filing year
| 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.
- 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)
Employees' Cash Balance Plan of Atlantic Health's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is International Association of Machinists and Aerospace Workers Pension Plan in MD ($868M); by covered participants it is Central Pennsylvania Teamsters Defined Benefit Plan in PA (5,925 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($864M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,901 participants); asset peers above are excluded.
- Central Pennsylvania Teamsters Defined Benefit Plan (PA) 5,925 · 24 off
- The University of Chicago Pension Plan for Staff Employees (IL) 5,866 · 35 off
- Retirement Benefit Accumulation Plan for Employees of Pwc LLP (FL) 5,861 · 40 off
- Electrical Workers Pension Plan Local 103 I.B.E.W. (MA) 5,947 · 46 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.