Defined Benefit (Pension) · DOL Form 5500 · 2023
District 1199j-New Jersey Health Care Employers- Pension Plan
Data updated 2026-08-25
- $250M
- Total assets Near avg plan size
- 2,270
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $110,134
- Avg per participant Below avg balance/head
Official DOL plan name: New Jersey Health Care Employers- Pension Plan · Sponsored by District 1199j-New Jersey Health Care Employers- · New Jersey · Healthcare & Social Assistance
$250M in assets, 2,270 participants
District 1199j-New Jersey Health Care Employers-'s New Jersey Health Care Employers- Pension Plan reported $250M in total assets and 2,270 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #16,975 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
New Jersey Health Care Employers- Pension Plan covers 2,270 participants in New Jersey, 2.7x the typical New Jersey plan (state average ~844 per filing). Assets: $250M.
- #16,975
- in Healthcare & Social Assistance (17,684 peers)
- +3.5%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
New Jersey Health Care Employers- Pension Plan's outsized position by total assets
New Jersey Health Care Employers- Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$250,003,648 Top 4% higher than 96% 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
New Jersey Health Care Employers- Pension Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Jersey Health Care Employers- Pension Plan lands in the large band (2,270 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New Jersey Health Care Employers- Pension Plan reported net income rose from -$42M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- New Jersey Health Care Employers- Pension Plan reported participants fell from 2,417 in the plan year 2022 filing to 2,270 in the plan year 2023 filing.
- New Jersey Health Care Employers- Pension Plan end-of-year assets rose from $242M in the plan year 2022 filing to $250M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 223095464 · District 1199j-New Jersey Health Care Employers- PY 2023 · Defined Benefit (Pension)
New Jersey Health Care Employers- Pension Plan · $250M · 2,270 · 96th
- NET $250M
- NET 2,270
- NET 96th
- NET Defined Benefit (Pension)
- NET near Alaska Airlines, Inc., Retirement Plan for Clerical Office & Psgr Service Employees
- NET ind #16975
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 →
New Jersey Health Care Employers- Pension Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $242M |
|---|---|
| Net Assets (End of Year) | $250M |
| Net Income | $9M |
| Employer EIN | 223095464 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (District 1199j-New Jersey Health Care Employers-)
Sponsor-wide plan assets over time
All District 1199j-New Jersey Health Care Employers- plans reported in each filing year
- Latest sponsor-wide plan assets
- $255M 5.508269637408931% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,417 | $242M |
| 2023 | 1 | 2,270 | $250M |
| 2024 | 1 | 2,699 | $255M |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
New Jersey Health Care Employers- 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 Alaska Airlines, Inc., Retirement Plan for Clerical Office & Psgr Service Employees in WA ($250M); by covered participants it is Trustage Pension Plan for Non-Represented Employees in WI (2,274 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($250M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,270 participants); asset peers above are excluded.
- Trustage Pension Plan for Non-Represented Employees (WI) 2,274 · 4 off
- Iron Workers District Council of New England Pension Fund (MA) 2,275 · 5 off
- Teamsters Negotiated Pension Plan (MO) 2,276 · 6 off
- Bronson Healthcare Retirement Plan (MI) 2,262 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.