401(k) · DOL Form 5500 · 2023
Barnabas Health Inc. 401(k) Plan
Data updated 2026-08-11
- $2.6B
- Total assets
- 29,004
- Participants
- 99th
- Percentile by assets
- $89,012
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $2.6B
- total plan assets (2023 EOY)
- 29,004
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $89,012
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Rwjbarnabas Health 401(k) Savings Plan reports 29,004 participants - 34x that state average ($2.6B EOY assets).
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.)
| 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.
Rwjbarnabas Health 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Rwjbarnabas Health 401(k) Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Rwjbarnabas Health 401(k) Savings Plan assets move in 2023? ▼
How have Barnabas Health Inc. plan assets changed over time? ▼
Where does Rwjbarnabas Health 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Rwjbarnabas Health 401(k) Savings Plan? ▼
Next read for Rwjbarnabas Health 401(k) Savings Plan
Filing takeaways
Ways to act on Rwjbarnabas Health 401(k) Savings Plan's numbers.
- By total assets, Rwjbarnabas Health 401(k) Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Barnabas Health Inc.'s sponsor-wide assets have grown 25.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans