Other · DOL Form 5500 · 2023
Moorestown Visiting Nurse Association, Inc. Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 180
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $111,266
- Avg per participant Below avg balance/head
Official DOL plan name: Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan · Sponsored by Moorestown Visiting Nurse Association, Inc. · New Jersey · Healthcare & Social Assistance
$20M in assets, 180 participants
Moorestown Visiting Nurse Association, Inc.'s Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan reported $20M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #13,623 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan covers 180 participants in New Jersey, about 21% of the average New Jersey filer (state average ~844 per filing). Assets: $20M.
- #13,623
- in Healthcare & Social Assistance (17,684 peers)
- +1.5%
- assets growth YoY
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan's outsized position by total assets
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,027,815 Top 27% higher than 73% 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
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity 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. Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan sits mid-pack in the medium band (180 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan reported net income rose from -$4M in the plan year 2022 filing to $297K in the plan year 2023 filing.
- Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan reported participants rose from 168 in the plan year 2022 filing to 180 in the plan year 2023 filing.
- Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan end-of-year assets rose from $20M in the plan year 2022 filing to $20M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 210634998 · Moorestown Visiting Nurse Association, Inc. PY 2023 · Other
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan · $20M · 180 · 73rd
- BOY $20M
- BOY 180
- BOY 73rd
- BOY Other
- BOY near Providence Academy Defined Contribution Retirement Plan
- BOY ind #13623
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 →
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $297K |
| Employer EIN | 210634998 |
| Plan Effective Date | 1979-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Moorestown Visiting Nurse Association, Inc.)
Sponsor-wide plan assets over time
All Moorestown Visiting Nurse Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 20.563326787638196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $20M |
| 2023 | 1 | 180 | $20M |
| 2024 | 1 | 111 | $16M |
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
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Providence Academy Defined Contribution Retirement Plan in MN ($20M); by covered participants it is Penney Retirement Community 403(b) Plan in FL (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (180 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.