401(k) · DOL Form 5500 · 2023
The Valley Hospital 401(k) Plan
Data updated 2026-08-25
- $931M
- Total assets Above avg plan size
- 5,346
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $174,057
- Avg per participant Above avg balance/head
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.
- #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.
- #17,457
- in Healthcare & Social Assistance (17,684 peers)
- +17.1%
- assets growth YoY
- 9.3×
- vs typical plan assets (national mean)
401(k) Retirement Savings Plan for Employees of the Valley Hospital's outsized position by total assets
401(k) Retirement Savings Plan for Employees of the Valley Hospital vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$930,511,014 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
401(k) Retirement Savings Plan for Employees of the Valley Hospital's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Retirement Savings Plan for Employees of the Valley Hospital lands in the large band (5,346 participants).
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.
Form 5500 schedule snapshot
Filing strip 221487307 · The Valley Hospital PY 2023 · 401(k)
401(k) Retirement Savings Plan for Employees of the Valley Hospital · $931M · 5,346 · 99th
- IND $931M
- EOY 5,346
- 5500 99th
- ASSETS 401(k)
- PCT near Cibc Retirement Savings Plan for U.S. Employees
- EIN ind #17457
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 →
401(k) Retirement Savings Plan for Employees of the Valley Hospital in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $794M |
|---|---|
| Net Assets (End of Year) | $931M |
| Net Income | $136M |
| Employer EIN | 221487307 |
| Plan Effective Date | 2004-03-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Valley Hospital)
Sponsor-wide plan assets over time
All The Valley Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 33.32778490492596% vs 2022
- 2024 filing year
| 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.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
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:
- 401(k) Retirement Savings Plan for Employees of the Valley Hospital (401(k), $1.1B, 5,712 participants)
401(k) Retirement Savings Plan for Employees of the Valley Hospital's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Cibc Retirement Savings Plan for U.S. Employees in IL ($930M); by covered participants it is Resource Center for Independent Living, Inc. Retirement Plan and Trust in NY (5,347 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($931M here).
- Cibc Retirement Savings Plan for U.S. Employees (IL) $930M · 3,138
- Stv Retirement Plan (PA) $930M · 2,882
- Veolia North America 401(k) Savings Plan (MA) $930M · 5,906
- Littler Mendelson 401(k) Plan and Trust (CA) $932M · 2,136
Similar participant headcount
Nearest other-state filings by covered participants (5,346 participants); asset peers above are excluded.
- Resource Center for Independent Living, Inc. Retirement Plan and Trust (NY) 5,347 · 1 off
- Lennox International Inc. 401(k) for Hourly Employees (TX) 5,347 · 1 off
- Transunion 401(k) & Savings Plan (IL) 5,349 · 3 off
- Crown Castle Inc. 401(k) Plan (TX) 5,351 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.