401(k) · DOL Form 5500 · 2023

The Valley Hospital 401(k) Plan

Data updated 2026-08-11

$931M
Total assets
5,346
Participants
99th
Percentile by assets
$174,057
Avg per participant
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Official DOL plan name: 401(k) Retirement Savings Plan for Employees of the Valley Hospital · Sponsored by The Valley Hospital · New Jersey · Healthcare & Social Assistance

$931M in assets, 5,346 participants

The Valley Hospital's 401(k) Retirement Savings Plan for Employees of the Valley Hospital reported $931M in total assets and 5,346 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 127,072 plans)
  • #17,457 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

401(k) Retirement Savings Plan for Employees of the Valley Hospital covers 5,346 participants in New Jersey, 6.3x the typical New Jersey plan (state average ~844 per filing). Assets: $931M.

$931M
total plan assets (2023 EOY)
5,346
covered participants
99th
percentile by assets (of 127,072 plans)
$174,057
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Retirement Savings Plan for Employees of the Valley Hospital reported net income rose from -$92M in the plan year 2022 filing to $136M in the plan year 2023 filing.
  • 401(k) Retirement Savings Plan for Employees of the Valley Hospital end-of-year assets rose from $794M in the plan year 2022 filing to $931M in the plan year 2023 filing.
  • 401(k) Retirement Savings Plan for Employees of the Valley Hospital reported participants rose from 5,255 in the plan year 2022 filing to 5,346 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. 401(k) Retirement Savings Plan for Employees of the Valley Hospital reports 5,346 participants - 6.3x that state average ($931M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$794M
Net Assets (End of Year)$931M
Net Income$136M
Employer EIN221487307
Plan Effective Date2004-03-28
Filing StatusFILING RECEIVED

Sponsor Plan History (The Valley Hospital)

$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.79B $1.06B ▲ +34.2%
Total plan assets by year, all The Valley Hospital plans on file
Year Plans Participants Total Assets
2022 1 5,255 $794M
2023 1 5,346 $931M
2024 1 5,712 $1.1B

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

401(k) Retirement Savings Plan for Employees of the Valley Hospital vs. nearby 401(k) plans in New Jersey, assets vs. participants

401(k) Retirement Savings Plan for Employees of the Valley Hospital vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants 401(k) Retirement Sa…JPMorgan Chase 401(k…Verizon Savings Plan…Johnson and Johnson …Ernst & Young Retire…Merck US Savings Plan
401(k) Retirement Savings Plan for Employees of the Valley Hospital vs. nearby 401(k) plans in New Jersey, assets vs. participants

Scale composition for 401(k) Retirement Savings Plan for Employees of the Valley Hospital

401(k) Retirement Savings Plan for Employees of the Valley Hospital reports $931M in end-of-year assets across 5,346 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $174,057 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $136M.

This plan identity (EIN 221487307, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $794M to $1.1B (+33.3%) while covered participants moved from 5,255 to 5,712 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,255 $794M Open filing
2023 5,346 $931M This page
2024 · index core 5,712 $1.1B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to 401(k) Retirement Savings Plan for Employees of the Valley Hospital by total assets, not by location.

Frequently Asked Questions

How did 401(k) Retirement Savings Plan for Employees of the Valley Hospital assets move in 2023?
401(k) Retirement Savings Plan for Employees of the Valley Hospital grew sharply - up 17.1% during 2023, from $794M to $931M. Reported net income was $136M.
How have The Valley Hospital plan assets changed over time?
Across 3 plan years on file (2022-2024), The Valley Hospital's sponsor-wide assets grew 33.3%, from $794M to $1.1B.
Where does 401(k) Retirement Savings Plan for Employees of the Valley Hospital rank by assets among Form 5500 filers?
401(k) Retirement Savings Plan for Employees of the Valley Hospital ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to 401(k) Retirement Savings Plan for Employees of the Valley Hospital?
Among 401(k) plans in other states, the closest by assets is Cibc Retirement Savings Plan for U.S. Employees in IL ($930M, 3,138 participants).

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Filing takeaways

Ways to act on 401(k) Retirement Savings Plan for Employees of the Valley Hospital's numbers.