Other · DOL Form 5500 · 2022

Moorestown Visiting Nurse Association, Inc. Retirement Plan

Data updated 2026-08-11

$20M
Total assets: 168
Participants: 77th
Percentile by assets: $117,447
Avg per participant

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.

77th percentile by assets (of 139,126 plans)
#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.

$20M
total plan assets (2022 EOY): 168
covered participants: 77th
percentile by assets (of 139,126 plans): $117,447
avg assets per participant

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.

Where Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan sits 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

State

New Jersey

Industry

Healthcare & Social Assistance

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan reports 168 participants - about 20% of that state average ($20M EOY assets).

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.)

Total plan assets by year, all Moorestown Visiting Nurse Association, Inc. plans on file

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.

Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan vs. nearby Other plans in New Jersey, assets vs. participants

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

Compare Moorestown Visiting Nurse Association Co… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan by total assets, not by location.

Louisville Collegiate School Defined Contribution 1 2 (KY) $20M · 198
Family Health West 403b Plan (CO) $20M · 582
Uphams Corner Health Committe, Inc. 403(b) Retirement Plan (MA) $20M · 490
Pana Community Hospital Employees' Tax Deferred Annuity Plan (IL) $20M · 241

Frequently Asked Questions

How did Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan assets move in 2022? ▼

Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan declined sharply - down 18.0% during 2022, from $24M to $20M. Reported net income was -$4M.

How have Moorestown Visiting Nurse Association, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Moorestown Visiting Nurse Association, Inc.'s sponsor-wide assets declined 20.6%, from $20M to $16M.

Where does Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan rank by assets among Form 5500 filers? ▼

Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan? ▼

Among Other plans in other states, the closest by assets is Louisville Collegiate School Defined Contribution 1 2 in KY ($20M, 198 participants).

Next read for Moorestown Visiting Nurse Association Co…

Filing takeaways

Ways to act on Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan's numbers.

By total assets, Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in New Jersey. Compare plans
Moorestown Visiting Nurse Association, Inc.'s sponsor-wide assets have declined 20.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 210634998.