Other · DOL Form 5500 · 2023

Bright Harbor Healthcare Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
341
Participants Below avg headcount
65th
Percentile by assets National rank
$38,928
Avg per participant Low balance/head
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Official DOL plan name: Bright Harbor Healthcare Tax Sheltered Annuity Plan · Sponsored by Bright Harbor Healthcare · New Jersey · Healthcare & Social Assistance

$13M in assets, 341 participants

Bright Harbor Healthcare's Bright Harbor Healthcare Tax Sheltered Annuity Plan reported $13M in total assets and 341 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,354 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

Bright Harbor Healthcare Tax Sheltered Annuity Plan covers 341 participants in New Jersey, about 40% of the average New Jersey filer (state average ~844 per filing). Assets: $13M.

#12,354
in Healthcare & Social Assistance (17,684 peers)
+10.5%
assets growth YoY

Bright Harbor Healthcare Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bright Harbor Healthcare Tax Sheltered Annuity Plan vs every filed plan by assets

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

$13,274,551 Top 35% higher than 65% 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

Bright Harbor Healthcare Tax Sheltered Annuity 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. Bright Harbor Healthcare Tax Sheltered Annuity Plan sits mid-pack in the medium band (341 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bright Harbor Healthcare Tax Sheltered Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bright Harbor Healthcare Tax Sheltered Annuity Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Bright Harbor Healthcare Tax Sheltered Annuity Plan reported participants rose from 314 in the plan year 2022 filing to 341 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 210722291 · Bright Harbor Healthcare PY 2023 · Other

Bright Harbor Healthcare Tax Sheltered Annuity Plan · $13M · 341 · 65th

  • NET $13M
  • BOOK 341
  • VS-ST 65th
  • BOY Other
  • SCH near Amego, Inc. 403(b) Plan
  • EBSA ind #12354

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 →

Bright Harbor Healthcare Tax Sheltered Annuity Plan in the asset neighbourhood

The Pennsylvania Horticultural Society Defined Contribution PlanThe Pennsylvania Horticultur…$13M403(b) Thrift Plan of Washburn Center for Children403(b) Thrift Plan of Washbu…$13MAmego, Inc. 403(b) Plan$13MBright Harbor Healthcare Tax Sheltered Annuity PlanBright Harbor Healthcare Tax…$13MWendell Foster's Campus for Developmental Disabilities, Inc. 403(b) PlanWendell Foster's Campus for …$13M
End-of-year total assets ($M) among Bright Harbor Healthcare Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN210722291
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bright Harbor Healthcare)

Sponsor-wide plan assets over time

All Bright Harbor Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$16M 30.07289873861452% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $12M $15.6M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 314 $12M
2023 1 341 $13M
2024 1 362 $16M

Nearby Other Plans in New Jersey

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

Bright Harbor Healthcare Tax Sheltered Annuity 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 ($B) Participants Bright Harbor Healthcare Tax Sheltered Annuity Plan, Total assets ($B): 0.013274551 · Participants: 341Bright Harbor Healthcare Tax Sheltered Annuity 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
Bright Harbor Healthcare Tax Sheltered Annuity Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Bright Harbor Healthcare Tax Sheltered Annuity Plan side-by-side with 3 peers →

Bright Harbor Healthcare Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Amego, Inc. 403(b) Plan in MA ($13M); by covered participants it is Whitehead Institute for Biomedical Research 403b Plan in MA (341 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (341 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 Bright Harbor Healthcare Tax Sheltered Annuity Plan assets move in 2023? ▼
Bright Harbor Healthcare Tax Sheltered Annuity Plan grew at a solid clip - up 10.5% during 2023, from $12M to $13M. Reported net income was $1M.
How have Bright Harbor Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bright Harbor Healthcare's sponsor-wide assets grew 30.1%, from $12M to $16M.
Which Other plans are similar in size to Bright Harbor Healthcare Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Amego, Inc. 403(b) Plan in MA ($13M, 946 participants).
Which Other plans cover a similar participant headcount to Bright Harbor Healthcare Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Whitehead Institute for Biomedical Research 403b Plan in MA (341 participants, $52M 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 210722291.

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.