Other · DOL Form 5500 · 2022
Samaritan Healthcare & Hospice, Inc. Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 377
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $56,110
- Avg per participant Low balance/head
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.
- #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.
- #16,348
- in Healthcare & Social Assistance (20,060 peers)
- -16.5%
- 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.
Samaritan Healthcare & Hospice, Inc. 403(b) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Samaritan Healthcare & Hospice, Inc. 403(b) 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. Samaritan Healthcare & Hospice, Inc. 403(b) Plan sits mid-pack in the medium band (377 participants).
Published 5500 schedule card
Filing strip 222344036 · Samaritan Healthcare & Hospice, Inc. PY 2022 · Other
Samaritan Healthcare & Hospice, Inc. 403(b) Plan · $21M · 377 · 78th
- PHOTO $21M
- IND 377
- EOY 78th
- 5500 Other
- ASSETS near University of Jamestown 403(b) DC Plan
- PCT ind #16348
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 →
Samaritan Healthcare & Hospice, Inc. 403(b) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$4M |
| Employer EIN | 222344036 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samaritan Healthcare & Hospice, Inc.)
Sponsor-wide plan assets over time
All Samaritan Healthcare & Hospice, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 43.98461473224055% vs 2022
- 2024 filing year
| 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.
- 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
Samaritan Healthcare & Hospice, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is University of Jamestown 403(b) DC Plan in ND ($21M); by covered participants it is Pennswood Village 403b Plan in PA (377 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (377 participants); asset peers above are excluded.
- Pennswood Village 403b Plan (PA) 377 · 0 off
- Trustees of Deerfield Academy Defined Contribution Retirement Plan (MA) 377 · 0 off
- Zootampa 403(b) Retirement Plan (FL) 377 · 0 off
- Museum of Fine Arts Defined Contribution Retirement Plan (MA) 378 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.