Other · DOL Form 5500 · 2023

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan Retirement Plan

Data updated 2026-08-25

$547K
Total assets Small plan by assets
16
Participants Small participant base
19th
Percentile by assets National rank
$34,184
Avg per participant Low balance/head
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Official DOL plan name: Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan · Sponsored by Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan · New Jersey · Healthcare & Social Assistance

$547K in assets, 16 participants

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan's Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan reported $547K in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,475 in Healthcare & Social Assistance (17,684 peers)

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan multi-year trail

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan's plans moved +16.0% in assets from 2022 to 2024; this filing shows Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan at $547K / 16 participants.

#2,475
in Healthcare & Social Assistance (17,684 peers)
+1.9%
assets growth YoY

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan among the smaller filed plans by assets

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan vs every filed plan by assets

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

$546,941 19th percentile higher than 19% 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

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan reported net income rose from -$108K in the plan year 2022 filing to $10K in the plan year 2023 filing.
  • Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan reported participants fell from 17 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan end-of-year assets rose from $537K in the plan year 2022 filing to $547K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222196988 · Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan PY 2023 · Other

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan · $547K · 16 · 19th

  • BOY $547K
  • SCH 16
  • EBSA 19th
  • PART Other
  • TYPE near The Clifton Institute, Inc 403(b) DC Plan
  • NET ind #2475

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 →

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan in the asset neighbourhood

Baker Funeral Homes Inc. Profit Sharing PlanBaker Funeral Homes Inc. Pro…$557KPreferred Behavioral Health of Nj, Inc. ERISA 403(b) PlanPreferred Behavioral Health …$547KThe Clifton Institute, Inc 403(b) DC PlanThe Clifton Institute, Inc 4…$539KCypress Creek Medical Center, Inc.Cypress Creek Medical Center…$536KFidelity Group Tax-Sheltered Custodial AccountFidelity Group Tax-Sheltered…$534K
End-of-year total assets ($M) among Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan multi-year asset trail

Sponsor-wide plan assets over time

All Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$16M 15.967278005238345% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $14.1M $16.4M ▲ +15.9%
Year Plans Participants Total Assets
2022 2 373 $14M
2023 2 382 $15M
2024 2 396 $16M

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan filing trail (2023)

Total Assets (Beginning of Year)$537K
Net Assets (End of Year)$547K
Net Income$10K
Employer EIN222196988
Plan Effective Date2000-08-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan, Total assets ($B): 0.000546941 · Participants: 16Preferred Behavioral Health of Nj, Inc. ERISA 403(b) PlanPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is The Clifton Institute, Inc 403(b) DC Plan in VA ($539K); by covered participants it is The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan in NC (16 participants). Same-state nearby plans are listed separately above.

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 Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan assets move in 2023?
Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan edged up modestly - up 1.9% during 2023, from $537K to $547K. Reported net income was $10K.
How have Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan's sponsor-wide assets grew 16.0%, from $14M to $16M.
Where does Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan rank by assets among Form 5500 filers?
Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan?
Among Other plans in other states, the closest by assets is The Clifton Institute, Inc 403(b) DC Plan in VA ($539K, 7 participants).
Which Other plans cover a similar participant headcount to Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan?
Among Other plans in other states, the closest by covered participants is The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan in NC (16 participants, $2M in assets).