Other · DOL Form 5500 · 2023

Preferred Behavioral Health of Nj Retirement Plan

Data updated 2026-08-11

$14M
Total assets
366
Participants
66th
Percentile by assets
$39,368
Avg per participant
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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.

  • 66th percentile by assets (of 127,072 plans)
  • #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.

$14M
total plan assets (2023 EOY)
366
covered participants
66th
percentile by assets (of 127,072 plans)
$39,368
avg assets per participant

Where Preferred Behavioral Health of Nj 403(b) Plan sits by total assets

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 $2,010,000,000 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

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 →

State
New Jersey
Industry
Healthcare & Social Assistance

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Preferred Behavioral Health of Nj 403(b) Plan reports 366 participants - about 43% of that state average ($14M EOY assets).

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)

$13M$14M$15M$16M$17M 202220232024 $14.1M $16.4M ▲ +15.9%
Total plan assets by year, all Preferred Behavioral Health of Nj plans on file
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 ($B) Participants Preferred Behavioral…, Total assets ($B): 0.014408857 · Participants: 366Preferred Behavioral…Princeton University…, Total assets ($B): 2.131527701 · Participants: 8456Princeton University…Consolidated 403(b) …, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) …Princeton University…, Total assets ($B): 1.532776551 · Participants: 7955Princeton University…Rwjbarnabas Health 4…, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 4…Atlantic Health Syst…, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health Syst…
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)… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Preferred Behavioral Health of Nj 403(b) Plan by total assets, not by location.

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).

Next read for Preferred Behavioral Health of Nj 403(b)…

Filing takeaways

Ways to act on Preferred Behavioral Health of Nj 403(b) Plan's numbers.

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.