Other · DOL Form 5500 · 2022
Capital Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $302M
- Total assets Above avg plan size
- 5,079
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $59,436
- Avg per participant Low balance/head
Official DOL plan name: Capital Health System Retirement Savings & Investment Plan · Sponsored by Capital Health System, Inc. · New Jersey · Healthcare & Social Assistance
$302M in assets, 5,079 participants
Capital Health System, Inc.'s Capital Health System Retirement Savings & Investment Plan reported $302M in total assets and 5,079 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,493 in Healthcare & Social Assistance (20,060 peers)
Coverage in New Jersey
Capital Health System Retirement Savings & Investment Plan covers 5,079 participants in New Jersey, 6.0x the typical New Jersey plan (state average ~844 per filing). Assets: $302M.
- #19,493
- in Healthcare & Social Assistance (20,060 peers)
- -17.2%
- assets change YoY
- 3.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $63M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Capital Health System Retirement Savings & Investment Plan's outsized position by total assets
Capital Health System Retirement Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$301,876,587 Top 3% higher than 97% 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
Capital Health System Retirement Savings & Investment Plan'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. Capital Health System Retirement Savings & Investment Plan lands in the large band (5,079 participants).
Form 5500 schedule snapshot
Filing strip 223548695 · Capital Health System, Inc. PY 2022 · Other
Capital Health System Retirement Savings & Investment Plan · $302M · 5,079 · 97th
- SCH $302M
- SCH 5,079
- SCH 97th
- SCH Other
- SCH near Bard College/Simons Rock 403(b) Plan
- SCH ind #19493
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 →
Capital Health System Retirement Savings & Investment Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $364M |
|---|---|
| Net Assets (End of Year) | $302M |
| Net Income | -$63M |
| Employer EIN | 223548695 |
| Plan Effective Date | 1991-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capital Health System, Inc.)
Sponsor-wide plan assets over time
All Capital Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $452M 26.792961135602827% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,024 | $357M |
| 2023 | 2 | 6,581 | $429M |
| 2024 | 2 | 6,778 | $452M |
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
Scale composition for Capital Health System Retirement Savings & Investment Plan
Capital Health System Retirement Savings & Investment Plan reports $302M in end-of-year assets across 5,079 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $59,436 per participant (43% of the national average assets-per-participant) . Net income for plan year 2022 was -$63M.
This plan identity (EIN 223548695, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $302M to $450M (+49.1%) while covered participants moved from 5,079 to 5,966 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,079 | $302M | This page |
| 2023 | 5,717 | $377M | Open filing |
| 2024 · index core | 5,966 | $450M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Capital Health Retirement Savings & Investment Plan (Other, $450M, 5,966 participants)
Capital Health System Retirement Savings & Investment Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Bard College/Simons Rock 403(b) Plan in NY ($302M); by covered participants it is Weill Cornell Medical College Tax Deferred Annuity Plan in NY (5,061 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($302M here).
- Bard College/Simons Rock 403(b) Plan (NY) $302M · 1,067
- Excela Health 403(b) Retirement Plan (PA) $301M · 4,307
- Lakeland Regional Medical Center 403(b) Plan (FL) $300M · 6,204
- Skidmore 403(b) Retirement Plan (NY) $300M · 694
Similar participant headcount
Nearest other-state filings by covered participants (5,079 participants); asset peers above are excluded.
- Weill Cornell Medical College Tax Deferred Annuity Plan (NY) 5,061 · 18 off
- Maimonides Medical Center Tax Deferred Retirement Plan (NY) 5,122 · 43 off
- Hartford Healthcare 403(b)Plan (CT) 5,141 · 62 off
- Syracuse University Noncontributory Retirement Plan (NY) 5,014 · 65 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.