Defined Benefit (Pension) · DOL Form 5500 · 2022

Barnabas Health, Inc. Pension Plan

Data updated 2026-08-11

$792M
Total assets
6,874
Participants
99th
Percentile by assets
$115,275
Avg per participant
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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.

  • 99th percentile by assets (of 139,126 plans)
  • #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.

$792M
total plan assets (2022 EOY)
6,874
covered participants
99th
percentile by assets (of 139,126 plans)
$115,275
avg assets per participant

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.

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Rwjbarnabas Health Retirement Income Plan reports 6,874 participants - 8.1x that state average ($792M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$779M
Net Income-$266M
Employer EIN222405279
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barnabas Health, Inc.)

$4B$4.5B$5B$5.5B 202220232024 $4.15B $5.22B ▲ +25.8%
Total plan assets by year, all Barnabas Health, Inc. plans on file
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.

Rwjbarnabas Health Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Rwjbarnabas Health Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -50510152025 Total assets ($B) Participants Rwjbarnabas Health R…Retirement Plan of J…JPMorgan Chase Retir…Nokia Retirement Inc…The Prudential Merge…Verizon Pension Plan…
Rwjbarnabas Health Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

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:

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Rwjbarnabas Health Retirement Income Plan by total assets, not by location.

Frequently Asked Questions

How did Rwjbarnabas Health Retirement Income Plan assets move in 2022?
Rwjbarnabas Health Retirement Income Plan declined sharply - down 24.6% during 2022, from $1.1B to $792M. Reported net income was -$266M.
How have Barnabas Health, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Barnabas Health, Inc.'s sponsor-wide assets grew 25.9%, from $4.1B to $5.2B.
Where does Rwjbarnabas Health Retirement Income Plan rank by assets among Form 5500 filers?
Rwjbarnabas Health Retirement Income Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Rwjbarnabas Health Retirement Income Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of General Atomics in CA ($792M, 12,489 participants).

Next read for Rwjbarnabas Health Retirement Income Pla…

Filing takeaways

Ways to act on Rwjbarnabas Health Retirement Income Plan's numbers.