Defined Benefit (Pension) · DOL Form 5500 · 2023
Atlantic Health System Pension Plan
Data updated 2026-08-11
- $969M
- Total assets
- 5,443
- Participants
- 99th
- Percentile by assets
- $178,087
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $969M
- total plan assets (2023 EOY)
- 5,443
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $178,087
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Employees' Cash Balance Plan of Atlantic Health System, Inc. reports 5,443 participants - 6.4x that state average ($969M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $864M |
|---|---|
| Net Assets (End of Year) | $956M |
| Net Income | $103M |
| Employer EIN | 223380375 |
| Plan Effective Date | 1955-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Atlantic Health System)
| 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
- Retirement Plan of Johnson and Johnson $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
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. (Defined Benefit (Pension), $965M, 5,100 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Employees' Cash Balance Plan of Atlantic Health System, Inc. by total assets, not by location.
- Kimberly-Clark Corporation Pension Plan (WI) $970M · 1,690
- The Wellspan Health System Merged Pension Plan (PA) $971M · 3,568
- Rio Tinto America Inc. Retirement Plan (UT) $972M · 1,644
- National Fuel Gas Company Retirement Plan (NY) $974M · 836
Frequently Asked Questions
How did Employees' Cash Balance Plan of Atlantic Health System, Inc. assets move in 2023? ▼
How have Atlantic Health System plan assets changed over time? ▼
Where does Employees' Cash Balance Plan of Atlantic Health System, Inc. rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Employees' Cash Balance Plan of Atlantic Health System, Inc.? ▼
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Filing takeaways
Ways to act on Employees' Cash Balance Plan of Atlantic Health System, Inc.'s numbers.
- By total assets, Employees' Cash Balance Plan of Atlantic Health System, Inc. ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
- Atlantic Health System's sponsor-wide assets have grown 11.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans