Capital Health System Retirement Savings & Investment Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Capital Health System, Inc. · New Jersey · Healthcare & Social Assistance
What the 2023 filing shows
Capital Health System Retirement Savings & Investment Plan holds $302M for 5,079 participants — about $59,436 per participant, down 17.2% over the 2022 plan year.
- $302M
- total plan assets (2022 EOY)
- 5,079
- covered participants
- $59,436
- avg assets per participant
- -17.2%
- assets change YoY
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.
What the Filing Says About Capital Health System Retirement Savings & Investment Plan
Capital Health System Retirement Savings & Investment Plan is a Profit Sharing retirement plan sponsored by Capital Health System, Inc., headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $302M in total end-of-year assets and covers 5,079 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 223548695, and the plan has been effective since 1991-04-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $364M at the beginning of 2022 to $302M at year-end — a decline of 17.2%. Net assets (after liabilities) closed the year at $302M, with reported net income of $-62,572,067 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 — 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) | $364M |
| Total Assets (End of Year) | $302M |
| Net Assets (End of Year) | $302M |
| Net Income | $-62,572,067 |
| Plan Type | Profit Sharing |
| Employer EIN | 223548695 |
| Plan Effective Date | 1991-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capital Health System, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,024 | $357M |
| 2023 | 2 | 6,581 | $429M |
| 2024 | 2 | 6,778 | $452M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Princeton University Retirement Plan $2.1B · 8,456
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.7B · 17,739
- Princeton University Retirement Savings Plan $1.5B · 7,955
- Kenvue Savings Plan $1.1B · 4,039
Related Data
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Frequently Asked Questions
How much money is in the Capital Health System Retirement Savings & Investment Plan? ▼
What type of plan is Capital Health System Retirement Savings & Investment Plan? ▼
Who sponsors the Capital Health System Retirement Savings & Investment Plan? ▼
How did Capital Health System Retirement Savings & Investment Plan perform in 2022? ▼
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How does Capital Health System Retirement Savings & Investment Plan compare to other plans? ▼
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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) — original filing retrieval by EIN 223548695.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.