Other · DOL Form 5500 · 2022
Moorestown Visiting Nurse Association, Inc. Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 168
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $117,447
- Avg per participant Below avg balance/head
Official DOL plan name: Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan · Sponsored by Moorestown Visiting Nurse Association, Inc. · New Jersey · Healthcare & Social Assistance
$20M in assets, 168 participants
Moorestown Visiting Nurse Association, Inc.'s Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan reported $20M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #16,191 in Healthcare & Social Assistance (20,060 peers)
Coverage in New Jersey
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan covers 168 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $20M.
- #16,191
- in Healthcare & Social Assistance (20,060 peers)
- -18.0%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan's outsized position by total assets
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,731,034 Top 23% higher than 77% 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
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity 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. Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan sits mid-pack in the medium band (168 participants).
Plan-year Form 5500 strip
Filing strip 210634998 · Moorestown Visiting Nurse Association, Inc. PY 2022 · Other
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan · $20M · 168 · 77th
- EBSA $20M
- PART 168
- TYPE 77th
- NET Other
- BOOK near Louisville Collegiate School Defined Contribution 1 2
- VS-ST ind #16191
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 →
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$4M |
| Employer EIN | 210634998 |
| Plan Effective Date | 1979-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Moorestown Visiting Nurse Association, Inc.)
Sponsor-wide plan assets over time
All Moorestown Visiting Nurse Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 20.563326787638196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $20M |
| 2023 | 1 | 180 | $20M |
| 2024 | 1 | 111 | $16M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.6B · 18,619
- Princeton University Retirement Savings Plan $1.3B · 7,627
- Rwjbarnabas Health 403(b) Savings Plan $1.2B · 29,563
- Educational Testing Service 403(b) Retirement Savings Plan $822M · 3,797
- Atlantic Health System 403(b) Retirement Savings Plan $759M · 19,041
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Louisville Collegiate School Defined Contribution 1 2 in KY ($20M); by covered participants it is Windward School Defined Contribution Retirement Plan in CA (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Windward School Defined Contribution Retirement Plan (CA) 168 · 0 off
- Los Angeles Regional Food Bank 403(b) Plan (CA) 168 · 0 off
- Nevada Donor Network 403(b) Plan (NV) 168 · 0 off
- Meals on Wheels San Francisco 403(b) Retirement Plan (CA) 168 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.