Other · DOL Form 5500 · 2023
United Methodist Homes of New Jersey Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 1,011
- Participants Near avg headcount
- 74th
- Percentile by assets National rank
- $21,051
- Avg per participant Low balance/head
Official DOL plan name: The United Methodist Homes of New Jersey 403(b) Savings and Retirement · Sponsored by United Methodist Homes of New Jersey · New Jersey · Other Services
$21M in assets, 1,011 participants
United Methodist Homes of New Jersey's The United Methodist Homes of New Jersey 403(b) Savings and Retirement reported $21M in total assets and 1,011 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #6,741 in Other Services (7,857 peers)
United Methodist Homes of New Jersey multi-year trail
United Methodist Homes of New Jersey's plans moved +28.5% in assets from 2022 to 2024; this filing shows The United Methodist Homes of New Jersey 403(b) Savings and Retirement at $21M / 1,011 participants.
- #6,741
- in Other Services (7,857 peers)
- +12.0%
- assets growth YoY
The United Methodist Homes of New Jersey 403(b) Savings and Retirement's outsized position by total assets
The United Methodist Homes of New Jersey 403(b) Savings and Retirement vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,282,483 Top 26% higher than 74% 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
The United Methodist Homes of New Jersey 403(b) Savings and Retirement'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. The United Methodist Homes of New Jersey 403(b) Savings and Retirement lands in the large band (1,011 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The United Methodist Homes of New Jersey 403(b) Savings and Retirement reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The United Methodist Homes of New Jersey 403(b) Savings and Retirement end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- The United Methodist Homes of New Jersey 403(b) Savings and Retirement reported participants rose from 945 in the plan year 2022 filing to 1,011 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 210634464 · United Methodist Homes of New Jersey PY 2023 · Other
The United Methodist Homes of New Jersey 403(b) Savings and Retirement · $21M · 1,011 · 74th
- 5500 $21M
- 5500 1,011
- 5500 74th
- 5500 Other
- 5500 near Center for Global Development Defined Contribution Retirement Plan
- 5500 ind #6741
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 Other Services retirement plans → · Plans in New Jersey →
The United Methodist Homes of New Jersey 403(b) Savings and Retirement in the asset neighbourhood
United Methodist Homes of New Jersey multi-year asset trail
Sponsor-wide plan assets over time
All United Methodist Homes of New Jersey plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 28.49225118660795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 945 | $19M |
| 2023 | 1 | 1,011 | $21M |
| 2024 | 1 | 1,027 | $24M |
United Methodist Homes of New Jersey filing trail (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 210634464 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Princeton University Retirement Plan $2.1B · 8,456
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.7B · 17,739
- Princeton University Retirement Savings Plan $1.5B · 7,955
- Rwjbarnabas Health 403(b) Savings Plan $1.3B · 28,672
- Atlantic Health System 403(b) Retirement Savings Plan $1.0B · 19,936
The United Methodist Homes of New Jersey 403(b) Savings and Retirement's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Center for Global Development Defined Contribution Retirement Plan in DC ($21M); by covered participants it is Atlantic General Hospital Corporation Tax Deferred Plan in MD (1,010 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,011 participants); asset peers above are excluded.
- Atlantic General Hospital Corporation Tax Deferred Plan (MD) 1,010 · 1 off
- Anna Jaques 403(b) Retirement Plan (MA) 1,013 · 2 off
- Ascension Healthcare Legacy ERISA 403(b) Plan (MO) 1,014 · 3 off
- Avance, Inc. 403(b) Plan (TX) 1,008 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.