Other · DOL Form 5500 · 2022

Samaritan Healthcare & Hospice, Inc. Retirement Plan

Data updated 2026-08-11

$21M
Total assets
377
Participants
78th
Percentile by assets
$56,110
Avg per participant
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Official DOL plan name: Samaritan Healthcare & Hospice, Inc. 403(b) Plan · Sponsored by Samaritan Healthcare & Hospice, Inc. · New Jersey · Healthcare & Social Assistance

$21M in assets, 377 participants

Samaritan Healthcare & Hospice, Inc.'s Samaritan Healthcare & Hospice, Inc. 403(b) Plan reported $21M in total assets and 377 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • 78th percentile by assets (of 139,126 plans)
  • #16,348 in Healthcare & Social Assistance (20,060 peers)

Coverage in New Jersey

Samaritan Healthcare & Hospice, Inc. 403(b) Plan covers 377 participants in New Jersey, about 45% of the average New Jersey filer (state average ~844 per filing). Assets: $21M.

$21M
total plan assets (2022 EOY)
377
covered participants
78th
percentile by assets (of 139,126 plans)
$56,110
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 Samaritan Healthcare & Hospice, Inc. 403(b) Plan sits by total assets

Samaritan Healthcare & Hospice, Inc. 403(b) Plan vs every filed plan by assets

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

$21,153,483 Top 22% higher than 78% of 139,123 filed plans

This plan $0 $2,010,000,000 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

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. Samaritan Healthcare & Hospice, Inc. 403(b) Plan reports 377 participants - about 45% of that state average ($21M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN222344036
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Samaritan Healthcare & Hospice, Inc.)

$20M$25M$30M$35M 202220232024 $21.2M $30.5M ▲ +44.0%
Total plan assets by year, all Samaritan Healthcare & Hospice, Inc. plans on file
Year Plans Participants Total Assets
2022 1 377 $21M
2023 1 384 $26M
2024 1 395 $30M

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Samaritan Healthcare & Hospice, Inc. 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Samaritan Healthcare…, Total assets ($B): 0.021153483 · Participants: 377Samaritan Healthcare…Consolidated 403(b) …, Total assets ($B): 1.561034783 · Participants: 18619Consolidated 403(b) …Princeton University…, Total assets ($B): 1.313612581 · Participants: 7627Princeton University…Rwjbarnabas Health 4…, Total assets ($B): 1.156327651 · Participants: 29563Rwjbarnabas Health 4…Educational Testing …, Total assets ($B): 0.821857381 · Participants: 3797Educational Testing …Atlantic Health Syst…, Total assets ($B): 0.759079123 · Participants: 19041Atlantic Health Syst…
Samaritan Healthcare & Hospice, Inc. 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Samaritan Healthcare & Hospice, Inc. 403… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Samaritan Healthcare & Hospice, Inc. 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Samaritan Healthcare & Hospice, Inc. 403(b) Plan assets move in 2022? ▼
Samaritan Healthcare & Hospice, Inc. 403(b) Plan declined sharply - down 16.5% during 2022, from $25M to $21M. Reported net income was -$4M.
How have Samaritan Healthcare & Hospice, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samaritan Healthcare & Hospice, Inc.'s sponsor-wide assets grew 44.0%, from $21M to $30M.
Where does Samaritan Healthcare & Hospice, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Samaritan Healthcare & Hospice, Inc. 403(b) Plan ranks in the 78th 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 Samaritan Healthcare & Hospice, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is University of Jamestown 403(b) DC Plan in ND ($21M, 317 participants).

Next read for Samaritan Healthcare & Hospice, Inc. 403…

Filing takeaways

Ways to act on Samaritan Healthcare & Hospice, Inc. 403(b) Plan's numbers.

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 222344036.

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.