401(k) · DOL Form 5500 · 2022

Fellowship Senior Living, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
347
Participants Below avg headcount
69th
Percentile by assets National rank
$35,431
Avg per participant Low balance/head
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Official DOL plan name: Fellowship Senior Living 401(k) Employee Savings Plan · Sponsored by Fellowship Senior Living, Inc. · New Jersey · Healthcare & Social Assistance

$12M in assets, 347 participants

Fellowship Senior Living, Inc.'s Fellowship Senior Living 401(k) Employee Savings Plan reported $12M in total assets and 347 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,840 in Healthcare & Social Assistance (20,060 peers)

Coverage in New Jersey

Fellowship Senior Living 401(k) Employee Savings Plan covers 347 participants in New Jersey, about 41% of the average New Jersey filer (state average ~844 per filing). Assets: $12M.

#14,840
in Healthcare & Social Assistance (20,060 peers)
-14.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fellowship Senior Living 401(k) Employee Savings Plan's outsized position by total assets

Fellowship Senior Living 401(k) Employee Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$12,294,401 Top 31% higher than 69% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Fellowship Senior Living 401(k) Employee Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fellowship Senior Living 401(k) Employee Savings Plan sits mid-pack in the medium band (347 participants).

DOL schedule card

Filing strip 223146725 · Fellowship Senior Living, Inc. PY 2022 · 401(k)

Fellowship Senior Living 401(k) Employee Savings Plan · $12M · 347 · 69th

  • 5500 $12M
  • ASSETS 347
  • PCT 69th
  • EIN 401(k)
  • RANK near Boston Interiors Home Furnishings 401(k) Plan
  • PHOTO ind #14840

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 →

Fellowship Senior Living 401(k) Employee Savings Plan in the asset neighbourhood

Fellowship Senior Living 401(k) Employee Savings PlanFellowship Senior Living 401…$12MBoston Interiors Home Furnishings 401(k) PlanBoston Interiors Home Furnis…$12MJoint Research and Development, Inc. Employees' Retirement PlanJoint Research and Developme…$12MProcess Insights, Inc. Employees' Profit Sharing and 401(k) PlanProcess Insights, Inc. Emplo…$12MJagenberg US Holding, Inc. 401(k) Retirement PlanJagenberg US Holding, Inc. 4…$12M
End-of-year total assets ($M) among Fellowship Senior Living 401(k) Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN223146725
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fellowship Senior Living, Inc.)

Sponsor-wide plan assets over time

All Fellowship Senior Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 29.559732108949433% vs 2022
2023 filing year
$10M$12M$14M$16M$18M 20222023 $12.3M $15.9M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 347 $12M
2023 1 342 $16M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Fellowship Senior Living 401(k) Employee Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Fellowship Senior Living 401(k) Employee Savings Plan, Total assets ($B): 0.012294401 · Participants: 347Fellowship Senior Living 401(k) Employee Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Fellowship Senior Living 401(k) Employee Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Fellowship Senior Living 401(k) Employee Savings Plan side-by-side with 3 peers →

Fellowship Senior Living 401(k) Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Boston Interiors Home Furnishings 401(k) Plan in MA ($12M); by covered participants it is Spire 401(k) Plan in MN (347 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (347 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fellowship Senior Living 401(k) Employee Savings Plan assets move in 2022? ▼
Fellowship Senior Living 401(k) Employee Savings Plan pulled back noticeably - down 14.6% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Fellowship Senior Living, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Fellowship Senior Living, Inc.'s sponsor-wide assets grew 29.6%, from $12M to $16M.
Which 401(k) plans are similar in size to Fellowship Senior Living 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boston Interiors Home Furnishings 401(k) Plan in MA ($12M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Fellowship Senior Living 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spire 401(k) Plan in MN (347 participants, $32M in assets).

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 223146725.

Read our methodology - how this data is sourced, computed, and verified.

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