Defined Benefit (Pension) · DOL Form 5500 · 2022
Barnabas Health, Inc. Pension Plan
Data updated 2026-08-25
- $792M
- Total assets Above avg plan size
- 6,874
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $115,275
- Avg per participant Below avg balance/head
Official DOL plan name: Rwjbarnabas Health Retirement Income Plan · Sponsored by Barnabas Health, Inc. · New Jersey · Healthcare & Social Assistance
$792M in assets, 6,874 participants
Barnabas Health, Inc.'s Rwjbarnabas Health Retirement Income Plan reported $792M in total assets and 6,874 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.
- #19,830 in Healthcare & Social Assistance (20,060 peers)
Coverage in New Jersey
Rwjbarnabas Health Retirement Income Plan covers 6,874 participants in New Jersey, 8.1x the typical New Jersey plan (state average ~844 per filing). Assets: $792M.
- #19,830
- in Healthcare & Social Assistance (20,060 peers)
- -24.6%
- assets change YoY
- 8.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $266M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rwjbarnabas Health Retirement Income Plan's outsized position by total assets
Rwjbarnabas Health Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$792,399,606 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
Rwjbarnabas Health Retirement Income 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. Rwjbarnabas Health Retirement Income Plan lands in the large band (6,874 participants).
Plan-year Form 5500 strip
Filing strip 222405279 · Barnabas Health, Inc. PY 2022 · Defined Benefit (Pension)
Rwjbarnabas Health Retirement Income Plan · $792M · 6,874 · 99th
- NET $792M
- BOOK 6,874
- VS-ST 99th
- BOY Defined Benefit (Pension)
- SCH near Pension Plan of General Atomics
- EBSA ind #19830
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 →
Rwjbarnabas Health Retirement Income Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $779M |
| Net Income | -$266M |
| Employer EIN | 222405279 |
| Plan Effective Date | 1971-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barnabas Health, Inc.)
Sponsor-wide plan assets over time
All Barnabas Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.2B 25.93967778789309% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 60,912 | $4.1B |
| 2023 | 3 | 63,999 | $4.7B |
| 2024 | 3 | 61,729 | $5.2B |
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 Rwjbarnabas Health Retirement Income Plan
Rwjbarnabas Health Retirement Income Plan reports $792M in end-of-year assets across 6,874 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $115,275 per participant (83% of the national average assets-per-participant) . Net income for plan year 2022 was -$266M.
This plan identity (EIN 222405279, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $792M to $756M (-4.6%) while covered participants moved from 6,874 to 5,841 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,874 | $792M | This page |
| 2023 | 6,323 | $797M | Open filing |
| 2024 · index core | 5,841 | $756M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Rwjbarnabas Health 401(k) Savings Plan (401(k), $3.0B, 27,485 participants)
- Rwjbarnabas Health 403(b) Savings Plan (Other, $1.5B, 28,403 participants)
- Rwjbarnabas Health Retirement Income Plan (Defined Benefit (Pension), $756M, 5,841 participants)
Rwjbarnabas Health Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Pension Plan of General Atomics in CA ($792M); by covered participants it is Henry Ford Health System Allegiance Combined Pension Plan in MI (6,893 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($792M here).
- Pension Plan of General Atomics (CA) $792M · 12,489
- Baystate Health, Inc. Retirement Program (MA) $795M · 2,187
- Talen Energy Retirement Plan (TX) $796M · 880
- Nv Energy Retirement Plan (NV) $789M · 1,520
Similar participant headcount
Nearest other-state filings by covered participants (6,874 participants); asset peers above are excluded.
- Henry Ford Health System Allegiance Combined Pension Plan (MI) 6,893 · 19 off
- General Mills Pension Plan (MN) 6,848 · 26 off
- Chs Inc. Pension Plan (MN) 6,900 · 26 off
- Georgia-Pacific LLC Hourly Pension Plan (GA) 6,819 · 55 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.