Money Purchase · DOL Form 5500 · 2023

Heath Village Money Purchase Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
171
Participants Small participant base
55th
Percentile by assets National rank
$50,446
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#10,785
in Healthcare & Social Assistance (17,684 peers)
+15.9%
assets growth YoY

Heath Village Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Heath Village Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,626,225 Top 45% higher than 55% of 127,068 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 2023

Heath Village Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heath Village Pension Plan sits mid-pack in the medium band (171 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 221717575 · Heath Village PY 2023 · Money Purchase

Heath Village Pension Plan · $9M · 171 · 55th

  • PART $9M
  • TYPE 171
  • NET 55th
  • BOOK Money Purchase
  • VS-ST near Northeast Treatement Centers Employee Money Purchase Pension Plan
  • BOY ind #10785

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 →

Heath Village Pension Plan in the asset neighbourhood

Benjamin E. Myers Money Purchase Pension Plan and TrustBenjamin E. Myers Money Purc…$9MAbilene Teachers Federal Credit Union Money Purchase Plan and TrustAbilene Teachers Federal Cre…$9MNortheast Treatement Centers Employee Money Purchase Pension PlanNortheast Treatement Centers…$9MHeath Village Pension Plan$9MLincoln Non-Union Pension PlanLincoln Non-Union Pension Pl…$9M
End-of-year total assets ($M) among Heath Village Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN221717575
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heath Village)

Sponsor-wide plan assets over time

All Heath Village plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M 202220232024 $7.45M $0M ▼ -100.0%
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 Scatter plot of 6 data points. -20000200040006000 -50005001000 Total assets ($M) Participants Heath Village Pension Plan, Total assets ($M): 8.626225 · Participants: 171Heath Village Pension PlanLocal 68 Engineers Union Annuity Plan, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 577.237524 · Participants: 3310Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitters Local 9 Surety Plan
Heath Village Pension Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Heath Village Pension Plan side-by-side with 3 peers →

Heath Village Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Northeast Treatement Centers Employee Money Purchase Pension Plan in PA ($9M); by covered participants it is American Mathematical Society Retirement Plan in RI (171 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heath Village Pension Plan assets move in 2023? ▼
Heath Village Pension Plan grew sharply - up 15.9% during 2023, from $7M to $9M. Reported net income was $1M.
Which Money Purchase plans are similar in size to Heath Village Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Northeast Treatement Centers Employee Money Purchase Pension Plan in PA ($9M, 272 participants).
Which Money Purchase plans cover a similar participant headcount to Heath Village Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is American Mathematical Society Retirement Plan in RI (171 participants, $59M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 221717575.

Read our methodology - how this data is sourced, computed, and verified.

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