Other · DOL Form 5500 · 2023
Atlantic Health System Inc. Retirement Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 19,936
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $51,164
- Avg per participant Low balance/head
Official DOL plan name: Atlantic Health System 403(b) Retirement Savings Plan · Sponsored by Atlantic Health System Inc. · New Jersey · Healthcare & Social Assistance
$1.0B in assets, 19,936 participants
Atlantic Health System Inc.'s Atlantic Health System 403(b) Retirement Savings Plan reported $1.0B in total assets and 19,936 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.
- #17,481 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
Atlantic Health System 403(b) Retirement Savings Plan covers 19,936 participants in New Jersey, 24x the typical New Jersey plan (state average ~844 per filing). Assets: $1.0B.
- #17,481
- in Healthcare & Social Assistance (17,684 peers)
- +34.4%
- assets growth YoY
- 10×
- vs typical plan assets (national mean)
Atlantic Health System 403(b) Retirement Savings Plan's outsized position by total assets
Atlantic Health System 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,020,010,574 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
Atlantic Health System 403(b) Retirement Savings Plan'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. Atlantic Health System 403(b) Retirement Savings Plan is a mega filing (19,936 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Atlantic Health System 403(b) Retirement Savings Plan reported net income rose from -$50M in the plan year 2022 filing to $261M in the plan year 2023 filing.
- Atlantic Health System 403(b) Retirement Savings Plan end-of-year assets rose from $759M in the plan year 2022 filing to $1.0B in the plan year 2023 filing.
- Atlantic Health System 403(b) Retirement Savings Plan reported participants rose from 19,041 in the plan year 2022 filing to 19,936 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 521958352 · Atlantic Health System Inc. PY 2023 · Other
Atlantic Health System 403(b) Retirement Savings Plan · $1.0B · 19,936 · 99th
- SCH $1.0B
- EBSA 19,936
- PART 99th
- TYPE Other
- NET near Honor Health 403(b) Retirement Security Plan
- BOOK ind #17481
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 →
Atlantic Health System 403(b) Retirement Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $759M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $261M |
| Employer EIN | 521958352 |
| Plan Effective Date | 2018-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Atlantic Health System Inc.)
Sponsor-wide plan assets over time
All Atlantic Health System Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 70.89865676624596% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19,041 | $759M |
| 2023 | 1 | 19,936 | $1.0B |
| 2024 | 1 | 21,490 | $1.3B |
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
- Educational Testing Service 403(b) Retirement Savings Plan $929M · 3,243
Scale composition for Atlantic Health System 403(b) Retirement Savings Plan
Atlantic Health System 403(b) Retirement Savings Plan reports $1.0B in end-of-year assets across 19,936 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $51,164 per participant (37% of the national average assets-per-participant) . Net income for plan year 2023 was $261M.
This plan identity (EIN 521958352, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $759M to $1.3B (+70.9%) while covered participants moved from 19,041 to 21,490 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 19,041 | $759M | Open filing |
| 2023 | 19,936 | $1.0B | This page |
| 2024 · index core | 21,490 | $1.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Atlantic Health System 403(b) Retirement Savings Plan (Other, $1.3B, 21,490 participants)
Atlantic Health System 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Honor Health 403(b) Retirement Security Plan in AZ ($1.0B); by covered participants it is Inova Health System 403(b) Plan in VA (19,826 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- Honor Health 403(b) Retirement Security Plan (AZ) $1.0B · 13,597
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan (MI) $1.0B · 8,357
- Long Island University Retirement Plan (NY) $1.0B · 1,974
- Southern Methodist University Retirement Plan (TX) $1.0B · 2,281
Similar participant headcount
Nearest other-state filings by covered participants (19,936 participants); asset peers above are excluded.
- Inova Health System 403(b) Plan (VA) 19,826 · 110 off
- Norton Healthcare 403(b) Retirement Savings Plan (KY) 20,109 · 173 off
- Sharpsaver Defined Contribution Plan (CA) 19,173 · 763 off
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) 19,016 · 920 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.