Other · DOL Form 5500 · 2023
Samaritan Healthcare & Hospice, Inc. Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 384
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $66,993
- Avg per participant Below avg balance/head
Official DOL plan name: Samaritan Healthcare & Hospice, Inc. 403(b) Plan · Sponsored by Samaritan Healthcare & Hospice, Inc. · New Jersey · Healthcare & Social Assistance
$26M in assets, 384 participants
Samaritan Healthcare & Hospice, Inc.'s Samaritan Healthcare & Hospice, Inc. 403(b) Plan reported $26M in total assets and 384 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #14,235 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
Samaritan Healthcare & Hospice, Inc. 403(b) Plan covers 384 participants in New Jersey, about 45% of the average New Jersey filer (state average ~844 per filing). Assets: $26M.
- #14,235
- in Healthcare & Social Assistance (17,684 peers)
- +21.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Samaritan Healthcare & Hospice, Inc. 403(b) Plan's outsized position by total assets
Samaritan Healthcare & Hospice, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$25,725,185 Top 23% higher than 77% 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
Samaritan Healthcare & Hospice, Inc. 403(b) 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. Samaritan Healthcare & Hospice, Inc. 403(b) Plan sits mid-pack in the medium band (384 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Samaritan Healthcare & Hospice, Inc. 403(b) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Samaritan Healthcare & Hospice, Inc. 403(b) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Samaritan Healthcare & Hospice, Inc. 403(b) Plan reported participants rose from 377 in the plan year 2022 filing to 384 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 222344036 · Samaritan Healthcare & Hospice, Inc. PY 2023 · Other
Samaritan Healthcare & Hospice, Inc. 403(b) Plan · $26M · 384 · 77th
- ASSETS $26M
- PCT 384
- EIN 77th
- RANK Other
- PHOTO near Orchard School Retirement Plan
- IND ind #14235
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 →
Samaritan Healthcare & Hospice, Inc. 403(b) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $5M |
| Employer EIN | 222344036 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samaritan Healthcare & Hospice, Inc.)
Sponsor-wide plan assets over time
All Samaritan Healthcare & Hospice, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 43.98461473224055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 377 | $21M |
| 2023 | 1 | 384 | $26M |
| 2024 | 1 | 395 | $30M |
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
Samaritan Healthcare & Hospice, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Orchard School Retirement Plan in IN ($26M); by covered participants it is Charlotte Country Day School Retirement Plan in NC (384 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Orchard School Retirement Plan (IN) $26M · 142
- Presbyterian Senior Living 403(b) Plan (PA) $26M · 1,985
- Fraser 403(b) Retirement Plan (MN) $26M · 1,575
- Icuf Multiple Employer Plan (FL) $26M · 306
Similar participant headcount
Nearest other-state filings by covered participants (384 participants); asset peers above are excluded.
- Charlotte Country Day School Retirement Plan (NC) 384 · 0 off
- Lake Highland Preparatory School 403(b) Plan (FL) 384 · 0 off
- Lindengrove, Inc. Tda Retirement Savings Plan (WI) 385 · 1 off
- Fellowship Health Resources, Inc. 403(b) Plan (PA) 385 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.