Other · DOL Form 5500 · 2023

Preferred Behavioral Health of Nj Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
366
Participants Below avg headcount
66th
Percentile by assets National rank
$39,368
Avg per participant Low balance/head
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Official DOL plan name: Preferred Behavioral Health of Nj 403(b) Plan · Sponsored by Preferred Behavioral Health of Nj · New Jersey · Healthcare & Social Assistance

$14M in assets, 366 participants

Preferred Behavioral Health of Nj's Preferred Behavioral Health of Nj 403(b) Plan reported $14M in total assets and 366 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,639 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

Preferred Behavioral Health of Nj 403(b) Plan covers 366 participants in New Jersey, about 43% of the average New Jersey filer (state average ~844 per filing). Assets: $14M.

#12,639
in Healthcare & Social Assistance (17,684 peers)
+6.2%
assets growth YoY

Preferred Behavioral Health of Nj 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Preferred Behavioral Health of Nj 403(b) Plan vs every filed plan by assets

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

$14,408,857 Top 34% higher than 66% 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

Preferred Behavioral Health of Nj 403(b) 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. Preferred Behavioral Health of Nj 403(b) Plan sits mid-pack in the medium band (366 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Preferred Behavioral Health of Nj 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $840K in the plan year 2023 filing.
  • Preferred Behavioral Health of Nj 403(b) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Preferred Behavioral Health of Nj 403(b) Plan reported participants rose from 356 in the plan year 2022 filing to 366 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222196988 · Preferred Behavioral Health of Nj PY 2023 · Other

Preferred Behavioral Health of Nj 403(b) Plan · $14M · 366 · 66th

  • BOOK $14M
  • BOOK 366
  • BOOK 66th
  • BOOK Other
  • BOOK near Tilton School DC Retirement Plan
  • BOOK ind #12639

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 →

Preferred Behavioral Health of Nj 403(b) Plan in the asset neighbourhood

Knoxville Hospital and Clinics Tax Sheltered Annuity PlanKnoxville Hospital and Clini…$14MHospice Care of Southwest Michigan 403(b) Retirement Savings PlanHospice Care of Southwest Mi…$14MTilton School DC Retirement PlanTilton School DC Retirement …$14MOrdway Center for the Performing Arts Defined Contribution Retirement PlanOrdway Center for the Perfor…$14MPreferred Behavioral Health of Nj 403(b) PlanPreferred Behavioral Health …$14M
End-of-year total assets ($M) among Preferred Behavioral Health of Nj 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$840K
Employer EIN222196988
Plan Effective Date2000-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Preferred Behavioral Health of Nj)

Sponsor-wide plan assets over time

All Preferred Behavioral Health of Nj plans reported in each filing year

Latest sponsor-wide plan assets
$16M 15.967278005238345% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $14.1M $16.4M ▲ +15.9%
Year Plans Participants Total Assets
2022 2 373 $14M
2023 2 382 $15M
2024 2 396 $16M

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Preferred Behavioral Health of Nj 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Preferred Behavioral Health of Nj 403(b) Plan, Total assets ($B): 0.014408857 · Participants: 366Preferred Behavioral Health of Nj 403(b) PlanPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
Preferred Behavioral Health of Nj 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Preferred Behavioral Health of Nj 403(b) Plan side-by-side with 3 peers →

Preferred Behavioral Health of Nj 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Tilton School DC Retirement Plan in NH ($14M); by covered participants it is Fresno Pacific University DC Retirement Plan in CA (366 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (366 participants); asset peers above are excluded.

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 Preferred Behavioral Health of Nj 403(b) Plan assets move in 2023? ▼
Preferred Behavioral Health of Nj 403(b) Plan grew at a solid clip - up 6.2% during 2023, from $14M to $14M. Reported net income was $840K.
How have Preferred Behavioral Health of Nj plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Preferred Behavioral Health of Nj's sponsor-wide assets grew 16.0%, from $14M to $16M.
Which Other plans are similar in size to Preferred Behavioral Health of Nj 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Tilton School DC Retirement Plan in NH ($14M, 146 participants).
Which Other plans cover a similar participant headcount to Preferred Behavioral Health of Nj 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Fresno Pacific University DC Retirement Plan in CA (366 participants, $50M 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 222196988.

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.