Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Elwyn New Jersey Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Elwyn New Jersey · New Jersey · Healthcare & Social Assistance

What the 2023 filing shows

Elwyn New Jersey Retirement Plan holds $16M for 196 participants — about $79,419 per participant, down 13.4% over the 2022 plan year.

$16M
total plan assets (2022 EOY)
196
covered participants
$79,419
avg assets per participant
-13.4%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$16M
Participants
196
State
Industry
Healthcare & Social Assistance

What the Filing Says About Elwyn New Jersey Retirement Plan

Elwyn New Jersey Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Elwyn New Jersey, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 196 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 221801227, and the plan has been effective since 1988-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2022 to $16M at year-end — a decline of 13.4%. Net assets (after liabilities) closed the year at $16M, with reported net income of $-2,328,141 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$18M
Total Assets (End of Year)$16M
Net Assets (End of Year)$16M
Net Income$-2,328,141
Plan TypeDefined Benefit (Pension)
Employer EIN221801227
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elwyn New Jersey)

Year Plans Participants Total Assets
2022 2 538 $18M
2023 2 577 $17M
2024 1 413 N/A

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Elwyn New Jersey Retirement Plan?
As of the 2022 Form 5500 filing, Elwyn New Jersey Retirement Plan holds $16M in total assets with 196 participants. It is sponsored by Elwyn New Jersey.
What type of plan is Elwyn New Jersey Retirement Plan?
Elwyn New Jersey Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1988-07-01. The plan is filed with the U.S. Department of Labor under EIN 221801227.
Who sponsors the Elwyn New Jersey Retirement Plan?
Elwyn New Jersey Retirement Plan is sponsored by Elwyn New Jersey, located in New Jersey. The sponsor's EIN is 221801227 and the plan operates in the Healthcare & Social Assistance industry.
How did Elwyn New Jersey Retirement Plan perform in 2022?
Elwyn New Jersey Retirement Plan declined by 13.4% during 2022, moving from $18M to $16M in total assets. Net income was $-2,328,141.
Where can I find official filings for Elwyn New Jersey Retirement Plan?
Official Form 5500 filings for Elwyn New Jersey Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 221801227 or plan name at efast.dol.gov.
How does Elwyn New Jersey Retirement Plan compare to other plans?
You can compare Elwyn New Jersey Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 221801227.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.