Defined Benefit (Pension) · DOL Form 5500 · 2023

Capital Health System, Inc. Pension Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
864
Participants Near avg headcount
86th
Percentile by assets National rank
$60,578
Avg per participant Low balance/head
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Official DOL plan name: Capital Health Pension Plan · Sponsored by Capital Health System, Inc. · New Jersey · Healthcare & Social Assistance

$52M in assets, 864 participants

Capital Health System, Inc.'s Capital Health Pension Plan reported $52M in total assets and 864 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,591 in Healthcare & Social Assistance (17,684 peers)

Where Capital Health Pension Plan sits by assets

Capital Health Pension Plan sits in the top quartile of all filed plans by assets, $52M for 864 participants (~$60,578/participant), down 4.2% in 2023.

#15,591
in Healthcare & Social Assistance (17,684 peers)
-4.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capital Health Pension Plan's outsized position by total assets

Capital Health Pension Plan vs every filed plan by assets

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

$52,339,670 Top 14% higher than 86% 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

Capital Health Pension 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. Capital Health Pension Plan sits mid-pack in the medium band (864 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital Health Pension Plan reported net income rose from -$15M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Capital Health Pension Plan reported participants fell from 945 in the plan year 2022 filing to 864 in the plan year 2023 filing.
  • Capital Health Pension Plan end-of-year assets fell from $55M in the plan year 2022 filing to $52M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 223548695 · Capital Health System, Inc. PY 2023 · Defined Benefit (Pension)

Capital Health Pension Plan · $52M · 864 · 86th

  • EOY $52M
  • EOY 864
  • EOY 86th
  • EOY Defined Benefit (Pension)
  • EOY near Brandenburg Telephone Company Retirement Plan
  • EOY ind #15591

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 →

Capital Health Pension Plan in the asset neighbourhood

Chapman and Cutler LLP Cash Balance PlanChapman and Cutler LLP Cash …$52MSpectrum Brands, Inc. Merged Pension PlanSpectrum Brands, Inc. Merged…$52MCapital Health Pension Plan$52MBrandenburg Telephone Company Retirement PlanBrandenburg Telephone Compan…$52MPension Plan for Salaried and Production Employees of Vallourec Star, LPPension Plan for Salaried an…$52M
End-of-year total assets ($M) among Capital Health Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$52M
Net Income-$2M
Employer EIN223548695
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Health System, Inc.)

Sponsor-wide plan assets over time

All Capital Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$452M 26.792961135602827% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $357M $452M ▲ +26.8%
Year Plans Participants Total Assets
2022 2 6,024 $357M
2023 2 6,581 $429M
2024 2 6,778 $452M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Capital Health Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Capital Health Pension Plan, Total assets ($B): 0.05233967 · Participants: 864Capital Health Pension PlanRetirement 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
Capital Health Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Capital Health Pension Plan side-by-side with 3 peers →

Capital Health Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Brandenburg Telephone Company Retirement Plan in KY ($52M); by covered participants it is Retirement Plan for Employees of Multicare Health System in WA (864 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (864 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 Capital Health Pension Plan assets move in 2023? ▼
Capital Health Pension Plan edged down modestly - down 4.2% during 2023, from $55M to $52M. Reported net income was -$2M.
How have Capital Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Health System, Inc.'s sponsor-wide assets grew 26.8%, from $357M to $452M.
Where does Capital Health Pension Plan rank by assets among Form 5500 filers? ▼
Capital Health Pension Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Capital Health Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Brandenburg Telephone Company Retirement Plan in KY ($52M, 90 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Capital Health Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Multicare Health System in WA (864 participants, $560M 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 223548695.

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.