Other · DOL Form 5500 · 2022

Zufall Health Center Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
337
Participants Below avg headcount
66th
Percentile by assets National rank
$31,461
Avg per participant Low balance/head
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Official DOL plan name: Zufall Health Center 403(b) Plan · Sponsored by Zufall Health Center · New Jersey · Healthcare & Social Assistance

$11M in assets, 337 participants

Zufall Health Center's Zufall Health Center 403(b) Plan reported $11M in total assets and 337 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #14,328 in Healthcare & Social Assistance (20,060 peers)

Coverage in New Jersey

Zufall Health Center 403(b) Plan covers 337 participants in New Jersey, about 40% of the average New Jersey filer (state average ~844 per filing). Assets: $11M.

#14,328
in Healthcare & Social Assistance (20,060 peers)
-7.4%
assets change YoY

The plan reported a net loss of $849K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zufall Health Center 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Zufall Health Center 403(b) Plan vs every filed plan by assets

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

$10,602,475 Top 34% higher than 66% 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

Zufall Health Center 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. Zufall Health Center 403(b) Plan sits mid-pack in the medium band (337 participants).

Published 5500 schedule card

Filing strip 223125397 · Zufall Health Center PY 2022 · Other

Zufall Health Center 403(b) Plan · $11M · 337 · 66th

  • PART $11M
  • PART 337
  • PART 66th
  • PART Other
  • PART near Bamsi 403(b) Retirement Plan
  • PART ind #14328

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 →

Zufall Health Center 403(b) Plan in the asset neighbourhood

The Children's Home of Poughkeepsie 403(b) PlanThe Children's Home of Pough…$11MNorthwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity PlanNorthwood Children's Home So…$11MZufall Health Center 403(b) PlanZufall Health Center 403(b) …$11MBamsi 403(b) Retirement Plan$11MGraduate School Tax Deferred Annuity PlanGraduate School Tax Deferred…$11M
End-of-year total assets ($M) among Zufall Health Center 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$849K
Employer EIN223125397
Plan Effective Date2007-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zufall Health Center)

Sponsor-wide plan assets over time

All Zufall Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$16M 50.795441630374036% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.6M $16M ▲ +50.8%
Year Plans Participants Total Assets
2022 1 337 $11M
2023 1 428 $13M
2024 1 504 $16M

Nearby Other Plans in New Jersey

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

Zufall Health Center 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 ($B) Participants Zufall Health Center 403(b) Plan, Total assets ($B): 0.010602475 · Participants: 337Zufall Health Center 403(b) PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.561034783 · Participants: 18619Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.313612581 · Participants: 7627Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.156327651 · Participants: 29563Rwjbarnabas Health 403(b) Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.821857381 · Participants: 3797Educational Testing Service 403(b) Retirement Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 0.759079123 · Participants: 19041Atlantic Health System 403(b) Retirement Savings Plan
Zufall Health Center 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants

Zufall Health Center 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Bamsi 403(b) Retirement Plan in MA ($11M); by covered participants it is Charles R. Drew University Defined Contribution Plan in CA (337 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (337 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 Zufall Health Center 403(b) Plan assets move in 2022? ▼
Zufall Health Center 403(b) Plan pulled back noticeably - down 7.4% during 2022, from $11M to $11M. Reported net income was -$849K.
How have Zufall Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zufall Health Center's sponsor-wide assets grew 50.8%, from $11M to $16M.
Which Other plans are similar in size to Zufall Health Center 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Bamsi 403(b) Retirement Plan in MA ($11M, 1,571 participants).
Which Other plans cover a similar participant headcount to Zufall Health Center 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Charles R. Drew University Defined Contribution Plan in CA (337 participants, $34M in assets).