Other · DOL Form 5500 · 2023
Hunterdon Healthcare System Retirement Plan
Data updated 2026-08-25
- $200M
- Total assets Near avg plan size
- 2,483
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $80,680
- Avg per participant Below avg balance/head
Official DOL plan name: Hunterdon Healthcare 403(b) Retirement Savings Plan · Sponsored by Hunterdon Healthcare System · New Jersey · Healthcare & Social Assistance
$200M in assets, 2,483 participants
Hunterdon Healthcare System's Hunterdon Healthcare 403(b) Retirement Savings Plan reported $200M in total assets and 2,483 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #16,865 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
Hunterdon Healthcare 403(b) Retirement Savings Plan covers 2,483 participants in New Jersey, 2.9x the typical New Jersey plan (state average ~844 per filing). Assets: $200M.
- #16,865
- in Healthcare & Social Assistance (17,684 peers)
- +22.7%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Hunterdon Healthcare 403(b) Retirement Savings Plan's outsized position by total assets
Hunterdon Healthcare 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$200,328,411 Top 5% higher than 95% 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
Hunterdon Healthcare 403(b) Retirement Savings Plan'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. Hunterdon Healthcare 403(b) Retirement Savings Plan lands in the large band (2,483 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hunterdon Healthcare 403(b) Retirement Savings Plan reported net income rose from -$23M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Hunterdon Healthcare 403(b) Retirement Savings Plan end-of-year assets rose from $163M in the plan year 2022 filing to $200M in the plan year 2023 filing.
- Hunterdon Healthcare 403(b) Retirement Savings Plan reported participants fell from 2,595 in the plan year 2022 filing to 2,483 in the plan year 2023 filing.
DOL schedule card
Filing strip 221537688 · Hunterdon Healthcare System PY 2023 · Other
Hunterdon Healthcare 403(b) Retirement Savings Plan · $200M · 2,483 · 95th
- VS-ST $200M
- BOY 2,483
- SCH 95th
- EBSA Other
- PART near St. John's Riverside Hospital 403(b) Retirement Plan
- TYPE ind #16865
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 →
Hunterdon Healthcare 403(b) Retirement Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $163M |
|---|---|
| Net Assets (End of Year) | $200M |
| Net Income | $37M |
| Employer EIN | 221537688 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hunterdon Healthcare System)
Sponsor-wide plan assets over time
All Hunterdon Healthcare System plans reported in each filing year
- Latest sponsor-wide plan assets
- $423M 23.836237843680408% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,238 | $342M |
| 2023 | 2 | 3,030 | $391M |
| 2024 | 2 | 3,132 | $423M |
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
Hunterdon Healthcare 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is St. John's Riverside Hospital 403(b) Retirement Plan in NY ($200M); by covered participants it is Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan in IN (2,484 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($200M here).
- St. John's Riverside Hospital 403(b) Retirement Plan (NY) $200M · 1,345
- Shepherd Center 403(b) Retirement Savings Plan (GA) $200M · 1,799
- Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan (NY) $200M · 1,340
- Wentworth Institute of Technology 403(b) Plan (MA) $201M · 2,034
Similar participant headcount
Nearest other-state filings by covered participants (2,483 participants); asset peers above are excluded.
- Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan (IN) 2,484 · 1 off
- Westminster Services, Inc. 403(b) Plan (FL) 2,484 · 1 off
- University of St. Thomas Retirement Plan (MN) 2,481 · 2 off
- Hope Network Employee 403(b) Plan (MI) 2,490 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.