Other · DOL Form 5500 · 2023
Bonnie Brae Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 254
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $92,611
- Avg per participant Below avg balance/head
Official DOL plan name: Bonnie Brae Retirement Plan · Sponsored by Bonnie Brae · New Jersey · Healthcare & Social Assistance
$24M in assets, 254 participants
Bonnie Brae's Bonnie Brae Retirement Plan reported $24M in total assets and 254 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #14,041 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
Bonnie Brae Retirement Plan covers 254 participants in New Jersey, about 30% of the average New Jersey filer (state average ~844 per filing). Assets: $24M.
- #14,041
- in Healthcare & Social Assistance (17,684 peers)
- +24.1%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Bonnie Brae Retirement Plan's outsized position by total assets
Bonnie Brae Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,523,141 Top 25% higher than 75% 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
Bonnie Brae Retirement 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. Bonnie Brae Retirement Plan sits mid-pack in the medium band (254 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bonnie Brae Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Bonnie Brae Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Bonnie Brae Retirement Plan reported participants fell from 277 in the plan year 2022 filing to 254 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 221500479 · Bonnie Brae PY 2023 · Other
Bonnie Brae Retirement Plan · $24M · 254 · 75th
- VS-ST $24M
- BOY 254
- SCH 75th
- EBSA Other
- PART near 403(b) Thrift Plan of the Arc Baltimore, Inc.
- TYPE ind #14041
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 →
Bonnie Brae Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $5M |
| Employer EIN | 221500479 |
| Plan Effective Date | 1992-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bonnie Brae)
Sponsor-wide plan assets over time
All Bonnie Brae plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 38.62649093768174% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 277 | $19M |
| 2023 | 1 | 254 | $24M |
| 2024 | 1 | 294 | $26M |
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
- Atlantic Health System 403(b) Retirement Savings Plan $1.0B · 19,936
Bonnie Brae Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is 403(b) Thrift Plan of the Arc Baltimore, Inc. in MD ($24M); by covered participants it is Chinatown Cdc 403(b) Plan in CA (254 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (254 participants); asset peers above are excluded.
- Chinatown Cdc 403(b) Plan (CA) 254 · 0 off
- Mace North America, Ltd 401(k) Plan (NY) 254 · 0 off
- Brightpoint 403(b) Plan (IN) 254 · 0 off
- National Safety Council 403(b) Retirement Plan (IL) 254 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.