401(k) · DOL Form 5500 · 2023
Barnabas Health Inc. 401(k) Plan
Data updated 2026-08-25
- $2.6B
- Total assets Very large vs avg
- 29,004
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $89,012
- Avg per participant Below avg balance/head
Official DOL plan name: Rwjbarnabas Health 401(k) Savings Plan · Sponsored by Barnabas Health Inc. · New Jersey · Healthcare & Social Assistance
$2.6B in assets, 29,004 participants
Barnabas Health Inc.'s Rwjbarnabas Health 401(k) Savings Plan reported $2.6B in total assets and 29,004 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,614 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
Rwjbarnabas Health 401(k) Savings Plan covers 29,004 participants in New Jersey, 34x the typical New Jersey plan (state average ~844 per filing). Assets: $2.6B.
- #17,614
- in Healthcare & Social Assistance (17,684 peers)
- +17.5%
- assets growth YoY
- 26×
- vs typical plan assets (national mean)
Rwjbarnabas Health 401(k) Savings Plan's outsized position by total assets
Rwjbarnabas Health 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,581,699,335 Top 1% higher than 99% 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
Rwjbarnabas Health 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rwjbarnabas Health 401(k) Savings Plan is a mega filing (29,004 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rwjbarnabas Health 401(k) Savings Plan reported net income rose from -$322M in the plan year 2022 filing to $385M in the plan year 2023 filing.
- Rwjbarnabas Health 401(k) Savings Plan reported participants rose from 24,475 in the plan year 2022 filing to 29,004 in the plan year 2023 filing.
- Rwjbarnabas Health 401(k) Savings Plan end-of-year assets rose from $2.2B in the plan year 2022 filing to $2.6B in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 222405279 · Barnabas Health Inc. PY 2023 · 401(k)
Rwjbarnabas Health 401(k) Savings Plan · $2.6B · 29,004 · 99th
- VS-ST $2.6B
- BOY 29,004
- SCH 99th
- EBSA 401(k)
- PART near Air Products & Chemicals, Inc. Retirement Savings Plan
- TYPE ind #17614
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 →
Rwjbarnabas Health 401(k) Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $2.2B |
|---|---|
| Net Assets (End of Year) | $2.6B |
| Net Income | $385M |
| Employer EIN | 222405279 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barnabas Health Inc.)
Sponsor-wide plan assets over time
All Barnabas Health Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.2B 25.93967778789309% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 60,912 | $4.1B |
| 2023 | 3 | 63,999 | $4.7B |
| 2024 | 3 | 61,729 | $5.2B |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Scale composition for Rwjbarnabas Health 401(k) Savings Plan
Rwjbarnabas Health 401(k) Savings Plan reports $2.6B in end-of-year assets across 29,004 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.031% of 93,925,755 covered participants) - about $89,012 per participant (64% of the national average assets-per-participant) . Net income for plan year 2023 was $385M.
This plan identity (EIN 222405279, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $3.0B (+35.0%) while covered participants moved from 24,475 to 27,485 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 24,475 | $2.2B | Open filing |
| 2023 | 29,004 | $2.6B | This page |
| 2024 · index core | 27,485 | $3.0B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Rwjbarnabas Health 401(k) Savings Plan (401(k), $3.0B, 27,485 participants)
- Rwjbarnabas Health 403(b) Savings Plan (Other, $1.5B, 28,403 participants)
- Rwjbarnabas Health Retirement Income Plan (Defined Benefit (Pension), $756M, 5,841 participants)
Rwjbarnabas Health 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Air Products & Chemicals, Inc. Retirement Savings Plan in PA ($2.6B); by covered participants it is Entertainment Industry 401(k) Plan in CA (29,027 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.6B here).
- Air Products & Chemicals, Inc. Retirement Savings Plan (PA) $2.6B · 5,733
- Ally Financial Inc. Retirement Savings Plan (MI) $2.6B · 11,562
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan (IN) $2.6B · 9,015
- Penn State Health 401(k) Savings Plan (PA) $2.6B · 14,765
Similar participant headcount
Nearest other-state filings by covered participants (29,004 participants); asset peers above are excluded.
- Entertainment Industry 401(k) Plan (CA) 29,027 · 23 off
- St. Joseph and Covenant Health Systems 401(k) Plan (WA) 28,968 · 36 off
- Iowa Health System Section 401(k) Retirement Savings Plan (IA) 28,959 · 45 off
- The Cargill Partnership Plan (MN) 29,087 · 83 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.