Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

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.

Total Assets (2023)
$302M
Participants
5,079
State
Industry
Healthcare & Social Assistance

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 TypeProfit Sharing
Employer EIN223548695
Plan Effective Date1991-04-01
Filing StatusFILING 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.

Frequently Asked Questions

How much money is in the Capital Health System Retirement Savings & Investment Plan?
As of the 2022 Form 5500 filing, Capital Health System Retirement Savings & Investment Plan holds $302M in total assets with 5,079 participants. It is sponsored by Capital Health System, Inc..
What type of plan is Capital Health System Retirement Savings & Investment Plan?
Capital Health System Retirement Savings & Investment Plan is a Profit Sharing plan. It has been effective since 1991-04-01. The plan is filed with the U.S. Department of Labor under EIN 223548695.
Who sponsors the Capital Health System Retirement Savings & Investment Plan?
Capital Health System Retirement Savings & Investment Plan is sponsored by Capital Health System, Inc., located in New Jersey. The sponsor's EIN is 223548695 and the plan operates in the Healthcare & Social Assistance industry.
How did Capital Health System Retirement Savings & Investment Plan perform in 2022?
Capital Health System Retirement Savings & Investment Plan declined by 17.2% during 2022, moving from $364M to $302M in total assets. Net income was $-62,572,067.
Where can I find official filings for Capital Health System Retirement Savings & Investment Plan?
Official Form 5500 filings for Capital Health System Retirement Savings & Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 223548695 or plan name at efast.dol.gov.
How does Capital Health System Retirement Savings & Investment Plan compare to other plans?
You can compare Capital Health System Retirement Savings & Investment Plan against other Profit Sharing plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.