Other · DOL Form 5500 · 2023
Hackensack Meridian Health Retirement Plan
Data updated 2026-08-25
- $1.7B
- Total assets Very large vs avg
- 17,739
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $96,781
- Avg per participant Below avg balance/head
Official DOL plan name: Consolidated 403(b) Plan of Hackensack Meridian Health · Sponsored by Hackensack Meridian Health · New Jersey · Healthcare & Social Assistance
$1.7B in assets, 17,739 participants
Hackensack Meridian Health's Consolidated 403(b) Plan of Hackensack Meridian Health reported $1.7B in total assets and 17,739 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,571 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
Consolidated 403(b) Plan of Hackensack Meridian Health covers 17,739 participants in New Jersey, 21x the typical New Jersey plan (state average ~844 per filing). Assets: $1.7B.
- #17,571
- in Healthcare & Social Assistance (17,684 peers)
- +10.0%
- assets growth YoY
- 17×
- vs typical plan assets (national mean)
Consolidated 403(b) Plan of Hackensack Meridian Health's outsized position by total assets
Consolidated 403(b) Plan of Hackensack Meridian Health vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,716,797,093 Top 1% higher than 99% 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
Consolidated 403(b) Plan of Hackensack Meridian Health's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consolidated 403(b) Plan of Hackensack Meridian Health is a mega filing (17,739 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Consolidated 403(b) Plan of Hackensack Meridian Health reported net income rose from -$383M in the plan year 2022 filing to $155M in the plan year 2023 filing.
- Consolidated 403(b) Plan of Hackensack Meridian Health end-of-year assets rose from $1.6B in the plan year 2022 filing to $1.7B in the plan year 2023 filing.
- Consolidated 403(b) Plan of Hackensack Meridian Health reported participants fell from 18,619 in the plan year 2022 filing to 17,739 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 223474145 · Hackensack Meridian Health PY 2023 · Other
Consolidated 403(b) Plan of Hackensack Meridian Health · $1.7B · 17,739 · 99th
- PART $1.7B
- PART 17,739
- PART 99th
- PART Other
- PART near University of Miami Retirement Savings Plan
- PART ind #17571
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 →
Consolidated 403(b) Plan of Hackensack Meridian Health in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | $155M |
| Employer EIN | 223474145 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hackensack Meridian Health)
Sponsor-wide plan assets over time
All Hackensack Meridian Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.9B 33.09206339506898% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 7 | 61,439 | $4.4B |
| 2023 | 7 | 67,568 | $5.2B |
| 2024 | 4 | 66,927 | $5.9B |
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
- 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
- Educational Testing Service 403(b) Retirement Savings Plan $929M · 3,243
Scale composition for Consolidated 403(b) Plan of Hackensack Meridian Health
Consolidated 403(b) Plan of Hackensack Meridian Health reports $1.7B in end-of-year assets across 17,739 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $96,781 per participant (70% of the national average assets-per-participant) . Net income for plan year 2023 was $155M.
This plan identity (EIN 223474145, plan #016) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $1.8B (+15.6%) while covered participants moved from 18,619 to 16,823 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 18,619 | $1.6B | Open filing |
| 2023 | 17,739 | $1.7B | This page |
| 2024 · index core | 16,823 | $1.8B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Hmh 401(k) Savings Plan (401(k), $2.1B, 35,701 participants)
- Consolidated 403(b) Plan of Hackensack Meridian Health (Other, $1.8B, 16,823 participants)
- Consolidated Pension Plan of Hackensack Meridian Health (Defined Benefit (Pension), $1.7B, 7,420 participants)
- Consolidated Defined Contribution Plan of Hackensack Meridian Health (Profit Sharing, $290M, 6,983 participants)
Consolidated 403(b) Plan of Hackensack Meridian Health's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is University of Miami Retirement Savings Plan in FL ($1.7B); by covered participants it is Johns Hopkins Health System Corporation 403(b) Plan in MD (17,639 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.7B here).
- University of Miami Retirement Savings Plan (FL) $1.7B · 12,683
- Legacy Health 403(b) Plan (OR) $1.7B · 14,249
- The University of Chicago Supplemental Retirement Plan (IL) $1.7B · 8,254
- Drexel University Defined Contribution Retirement Plan (PA) $1.7B · 9,774
Similar participant headcount
Nearest other-state filings by covered participants (17,739 participants); asset peers above are excluded.
- Johns Hopkins Health System Corporation 403(b) Plan (MD) 17,639 · 100 off
- Greater Pennsylvania Carpenters' Annuity and Savings Fund (PA) 17,854 · 115 off
- The Children's Hospital of Philadelphia Retirement Savings Plan (PA) 18,109 · 370 off
- Penn State Health Tax Sheltered Annuity Program (PA) 18,215 · 476 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.