Other · DOL Form 5500 · 2023
Capital Health System, Inc. Retirement Plan
Data updated 2026-08-11
- $377M
- Total assets
- 5,717
- Participants
- 97th
- Percentile by assets
- $65,863
- Avg per participant
Official DOL plan name: Capital Health System Retirement Savings & Investment Plan · Sponsored by Capital Health System, Inc. · New Jersey · Healthcare & Social Assistance
$377M in assets, 5,717 participants
Capital Health System, Inc.'s Capital Health System Retirement Savings & Investment Plan reported $377M in total assets and 5,717 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #17,160 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
Capital Health System Retirement Savings & Investment Plan covers 5,717 participants in New Jersey, 6.8x the typical New Jersey plan (state average ~844 per filing). Assets: $377M.
- $377M
- total plan assets (2023 EOY)
- 5,717
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $65,863
- avg assets per participant
Where Capital Health System Retirement Savings & Investment Plan sits by total assets
Capital Health System Retirement Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$376,536,041 Top 3% higher than 97% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Capital Health System Retirement Savings & Investment Plan reported net income rose from -$63M in the plan year 2022 filing to $75M in the plan year 2023 filing.
- Capital Health System Retirement Savings & Investment Plan end-of-year assets rose from $302M in the plan year 2022 filing to $377M in the plan year 2023 filing.
- Capital Health System Retirement Savings & Investment Plan reported participants rose from 5,079 in the plan year 2022 filing to 5,717 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. Capital Health System Retirement Savings & Investment Plan reports 5,717 participants - 6.8x that state average ($377M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $302M |
|---|---|
| Net Assets (End of Year) | $377M |
| Net Income | $75M |
| Employer EIN | 223548695 |
| Plan Effective Date | 1991-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capital Health System, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,024 | $357M |
| 2023 | 2 | 6,581 | $429M |
| 2024 | 2 | 6,778 | $452M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
Capital Health System Retirement Savings & Investment Plan vs. nearby Other plans in New Jersey, assets vs. participants
- 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
Scale composition for Capital Health System Retirement Savings & Investment Plan
Capital Health System Retirement Savings & Investment Plan reports $377M in end-of-year assets across 5,717 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $65,863 per participant (48% of the national average assets-per-participant) . Net income for plan year 2023 was $75M.
This plan identity (EIN 223548695, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $302M to $450M (+49.1%) while covered participants moved from 5,079 to 5,966 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,079 | $302M | Open filing |
| 2023 | 5,717 | $377M | This page |
| 2024 · index core | 5,966 | $450M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Capital Health Retirement Savings & Investment Plan (Other, $450M, 5,966 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Capital Health System Retirement Savings & Investment Plan by total assets, not by location.
- Baptist Health 403(b) Plan (AR) $376M · 10,987
- Tift Regional Health System 403(b) Plan (GA) $376M · 2,657
- University Health System, Inc. 403(b) Plan (TN) $374M · 5,227
- American Cancer Society 403(b) Plan (GA) $379M · 2,551
Frequently Asked Questions
How did Capital Health System Retirement Savings & Investment Plan assets move in 2023? ▼
How have Capital Health System, Inc. plan assets changed over time? ▼
Where does Capital Health System Retirement Savings & Investment Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Capital Health System Retirement Savings & Investment Plan? ▼
Next read for Capital Health System Retirement Savings…
Filing takeaways
Ways to act on Capital Health System Retirement Savings & Investment Plan's numbers.
- By total assets, Capital Health System Retirement Savings & Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New Jersey. Compare plans
- Capital Health System, Inc.'s sponsor-wide assets have grown 26.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans