Defined Benefit (Pension) · DOL Form 5500 · 2023

Atlantic Health System Pension Plan

Data updated 2026-08-25

$969M
Total assets Above avg plan size
5,443
Participants Above avg headcount
99th
Percentile by assets National rank
$178,087
Avg per participant Above avg balance/head
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Official DOL plan name: Employees' Cash Balance Plan of Atlantic Health System, Inc. · Sponsored by Atlantic Health System · New Jersey · Healthcare & Social Assistance

$969M in assets, 5,443 participants

Atlantic Health System's Employees' Cash Balance Plan of Atlantic Health System, Inc. reported $969M in total assets and 5,443 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.

  • #17,469 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

Employees' Cash Balance Plan of Atlantic Health System, Inc. covers 5,443 participants in New Jersey, 6.4x the typical New Jersey plan (state average ~844 per filing). Assets: $969M.

#17,469
in Healthcare & Social Assistance (17,684 peers)
+12.2%
assets growth YoY
9.7×
vs typical plan assets (national mean)

Employees' Cash Balance Plan of Atlantic Health System, Inc.'s outsized position by total assets

Employees' Cash Balance Plan of Atlantic Health System, Inc. vs every filed plan by assets

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

$969,327,358 Top 1% higher than 99% 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

Employees' Cash Balance Plan of Atlantic Health System, Inc.'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. Employees' Cash Balance Plan of Atlantic Health System, Inc. lands in the large band (5,443 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employees' Cash Balance Plan of Atlantic Health System, Inc. reported net income rose from -$131M in the plan year 2022 filing to $103M in the plan year 2023 filing.
  • Employees' Cash Balance Plan of Atlantic Health System, Inc. end-of-year assets rose from $864M in the plan year 2022 filing to $969M in the plan year 2023 filing.
  • Employees' Cash Balance Plan of Atlantic Health System, Inc. reported participants fell from 5,901 in the plan year 2022 filing to 5,443 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 223380375 · Atlantic Health System PY 2023 · Defined Benefit (Pension)

Employees' Cash Balance Plan of Atlantic Health System, Inc. · $969M · 5,443 · 99th

  • NET $969M
  • BOOK 5,443
  • VS-ST 99th
  • BOY Defined Benefit (Pension)
  • SCH near Kimberly-Clark Corporation Pension Plan
  • EBSA ind #17469

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 →

Employees' Cash Balance Plan of Atlantic Health System, Inc. in the asset neighbourhood

National Fuel Gas Company Retirement PlanNational Fuel Gas Company Re…$974MRio Tinto America Inc. Retirement PlanRio Tinto America Inc. Retir…$972MThe Wellspan Health System Merged Pension PlanThe Wellspan Health System M…$971MKimberly-Clark Corporation Pension PlanKimberly-Clark Corporation P…$970MEmployees' Cash Balance Plan of Atlantic Health System, Inc.Employees' Cash Balance Plan…$969M
End-of-year total assets ($M) among Employees' Cash Balance Plan of Atlantic Health System, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$864M
Net Assets (End of Year)$956M
Net Income$103M
Employer EIN223380375
Plan Effective Date1955-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atlantic Health System)

Sponsor-wide plan assets over time

All Atlantic Health System plans reported in each filing year

Latest sponsor-wide plan assets
$965M 11.681268921410119% vs 2022
2024 filing year
$850M$900M$950M$1,000M 202220232024 $864M $965M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 5,901 $864M
2023 1 5,443 $969M
2024 1 5,100 $965M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Employees' Cash Balance Plan of Atlantic Health System, Inc. vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 -50510152025 Total assets ($B) Participants Employees' Cash Balance Plan of Atlantic Health System, Inc., Total assets ($B): 0.969327358 · Participants: 5443Employees' Cash Balance Plan of Atlantic Health System, Inc.Retirement 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
Employees' Cash Balance Plan of Atlantic Health System, Inc. vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Employees' Cash Balance Plan of Atlantic Health System, Inc. side-by-side with 3 peers →

Scale composition for Employees' Cash Balance Plan of Atlantic Health System, Inc.

Employees' Cash Balance Plan of Atlantic Health System, Inc. reports $969M in end-of-year assets across 5,443 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $178,087 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $103M.

This plan identity (EIN 223380375, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $864M to $965M (+11.7%) while covered participants moved from 5,901 to 5,100 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,901 $864M Open filing
2023 5,443 $969M This page
2024 · index core 5,100 $965M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Employees' Cash Balance Plan of Atlantic Health System, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Kimberly-Clark Corporation Pension Plan in WI ($970M); by covered participants it is The University of Chicago Pension Plan for Staff Employees in IL (5,442 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($969M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,443 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 Employees' Cash Balance Plan of Atlantic Health System, Inc. assets move in 2023? ▼
Employees' Cash Balance Plan of Atlantic Health System, Inc. grew at a solid clip - up 12.2% during 2023, from $864M to $969M. Reported net income was $103M.
How have Atlantic Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atlantic Health System's sponsor-wide assets grew 11.7%, from $864M to $965M.
Where does Employees' Cash Balance Plan of Atlantic Health System, Inc. rank by assets among Form 5500 filers? ▼
Employees' Cash Balance Plan of Atlantic Health System, Inc. ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Employees' Cash Balance Plan of Atlantic Health System, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kimberly-Clark Corporation Pension Plan in WI ($970M, 1,690 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees' Cash Balance Plan of Atlantic Health System, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The University of Chicago Pension Plan for Staff Employees in IL (5,442 participants, $325M 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 223380375.

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.