Money Purchase · DOL Form 5500 · 2023
Heath Village Money Purchase Plan
Data updated 2026-08-11
- $9M
- Total assets
- 171
- Participants
- 55th
- Percentile by assets
- $50,446
- Avg per participant
Official DOL plan name: Heath Village Pension Plan · Sponsored by Heath Village · New Jersey · Healthcare & Social Assistance
$9M in assets, 171 participants
Heath Village's Heath Village Pension Plan reported $9M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- 55th percentile by assets (of 127,072 plans)
- #10,785 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
Heath Village Pension Plan covers 171 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $9M.
- $9M
- total plan assets (2023 EOY)
- 171
- covered participants
- 55th
- percentile by assets (of 127,072 plans)
- $50,446
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heath Village Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Heath Village Pension Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Heath Village Pension Plan reported participants rose from 169 in the plan year 2022 filing to 171 in the plan year 2023 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Heath Village Pension Plan reports 171 participants - about 20% of that state average ($9M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 221717575 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heath Village)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 169 | $7M |
| 2023 | 1 | 171 | $9M |
| 2024 | 1 | 177 | N/A |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Heath Village Pension Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- Local 68 Engineers Union Annuity Plan $919M · 5,196
- Nysa-Ila Money Purchase Pension Fund and Plan $787M · 4,634
- Educational Testing Service 401(a) Retirement Plan $577M · 3,310
- Ironworkers Local 11 Annuity Fund $375M · 1,159
- Plumbers & Pipefitters Local 9 Surety Plan $287M · 2,179
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Heath Village Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Heath Village Pension Plan assets move in 2023? ▼
Which Money Purchase plans are similar in size to Heath Village Pension Plan? ▼
Next read for Heath Village Pension Plan
Filing takeaways
Ways to act on Heath Village Pension Plan's numbers.
- By total assets, Heath Village Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans