Defined Benefit (Pension) · DOL Form 5500 · 2023

Cape Regional Medical Center Pension Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
254
Participants Below avg headcount
88th
Percentile by assets National rank
$251,351
Avg per participant Above avg balance/head
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Official DOL plan name: Cape Regional Health System, Inc. Pension Plan · Sponsored by Cape Regional Medical Center · New Jersey · Healthcare & Social Assistance

$64M in assets, 254 participants

Cape Regional Medical Center's Cape Regional Health System, Inc. Pension Plan reported $64M in total assets and 254 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,846 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

Cape Regional Health System, Inc. Pension Plan covers 254 participants in New Jersey, about 30% of the average New Jersey filer (state average ~844 per filing). Assets: $64M.

#15,846
in Healthcare & Social Assistance (17,684 peers)
+6.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Cape Regional Health System, Inc. Pension Plan's outsized position by total assets

Cape Regional Health System, Inc. Pension Plan vs every filed plan by assets

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

$63,843,052 Top 12% higher than 88% 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

Cape Regional Health System, Inc. Pension 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. Cape Regional Health System, Inc. Pension Plan sits mid-pack in the medium band (254 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cape Regional Health System, Inc. Pension Plan reported net income rose from -$13M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Cape Regional Health System, Inc. Pension Plan reported participants fell from 279 in the plan year 2022 filing to 254 in the plan year 2023 filing.
  • Cape Regional Health System, Inc. Pension Plan end-of-year assets rose from $60M in the plan year 2022 filing to $64M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222629594 · Cape Regional Medical Center PY 2023 · Defined Benefit (Pension)

Cape Regional Health System, Inc. Pension Plan · $64M · 254 · 88th

  • NET $64M
  • BOOK 254
  • VS-ST 88th
  • BOY Defined Benefit (Pension)
  • SCH near Pension Fund of Local 11, Iatse
  • EBSA ind #15846

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 →

Cape Regional Health System, Inc. Pension Plan in the asset neighbourhood

Pension Fund of Local 11, IatsePension Fund of Local 11, Ia…$64MCape Regional Health System, Inc. Pension PlanCape Regional Health System,…$64MThe Retirement Plan for Employees of Thomaston Savings BankThe Retirement Plan for Empl…$64MEarle M. Jorgensen Hourly Employees Pension PlanEarle M. Jorgensen Hourly Em…$64MCorning Hospital Pension Plan$64M
End-of-year total assets ($M) among Cape Regional Health System, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$64M
Net Income$4M
Employer EIN222629594
Plan Effective Date1970-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cape Regional Medical Center)

Sponsor-wide plan assets over time

All Cape Regional Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$66M 10.48681509294386% vs 2022
2024 filing year
$58M$60M$62M$64M$66M$68M 202220232024 $59.7M $66M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 279 $60M
2023 1 254 $64M
2024 1 239 $66M

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cape Regional Health System, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Cape Regional Health System, Inc. Pension Plan, Total assets ($B): 0.063843052 · Participants: 254Cape Regional Health System, Inc. Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Cape Regional Health System, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Cape Regional Health System, Inc. Pension Plan side-by-side with 3 peers →

Cape Regional Health System, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Pension Fund of Local 11, Iatse in MA ($64M); by covered participants it is Covia Holdings Corporation Pension Plan in OH (254 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (254 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 Cape Regional Health System, Inc. Pension Plan assets move in 2023? ▼
Cape Regional Health System, Inc. Pension Plan grew at a solid clip - up 6.9% during 2023, from $60M to $64M. Reported net income was $4M.
How have Cape Regional Medical Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cape Regional Medical Center's sponsor-wide assets grew 10.5%, from $60M to $66M.
Where does Cape Regional Health System, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Cape Regional Health System, Inc. Pension Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Cape Regional Health System, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Fund of Local 11, Iatse in MA ($64M, 376 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cape Regional Health System, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Covia Holdings Corporation Pension Plan in OH (254 participants, $59M 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 222629594.

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.