Defined Benefit (Pension) · DOL Form 5500 · 2023
Barnabas Health, Inc. Pension Plan
Data updated 2026-08-25
- $797M
- Total assets Above avg plan size
- 6,323
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $126,125
- Avg per participant Near avg balance/head
Official DOL plan name: Barnabas Health Retirement Income Plan · Sponsored by Barnabas Health, Inc. · New Jersey · Healthcare & Social Assistance
$797M in assets, 6,323 participants
Barnabas Health, Inc.'s Barnabas Health Retirement Income Plan reported $797M in total assets and 6,323 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,416 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
Barnabas Health Retirement Income Plan covers 6,323 participants in New Jersey, 7.5x the typical New Jersey plan (state average ~844 per filing). Assets: $797M.
- #17,416
- in Healthcare & Social Assistance (17,684 peers)
- +0.6%
- assets growth YoY
- 8.0×
- vs typical plan assets (national mean)
Barnabas Health Retirement Income Plan's outsized position by total assets
Barnabas Health Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$797,487,087 Top 2% higher than 98% 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
Barnabas Health Retirement Income 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. Barnabas Health Retirement Income Plan lands in the large band (6,323 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Barnabas Health Retirement Income Plan reported net income rose from -$266M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Barnabas Health Retirement Income Plan reported participants fell from 6,874 in the plan year 2022 filing to 6,323 in the plan year 2023 filing.
- Barnabas Health Retirement Income Plan end-of-year assets rose from $792M in the plan year 2022 filing to $797M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 222405279 · Barnabas Health, Inc. PY 2023 · Defined Benefit (Pension)
Barnabas Health Retirement Income Plan · $797M · 6,323 · 98th
- VS-ST $797M
- BOY 6,323
- SCH 98th
- EBSA Defined Benefit (Pension)
- PART near One Gas, Inc. Retirement Plan
- TYPE ind #17416
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 →
Barnabas Health Retirement Income Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $792M |
|---|---|
| Net Assets (End of Year) | $784M |
| Net Income | $4M |
| Employer EIN | 222405279 |
| Plan Effective Date | 1971-07-01 |
| 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 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
Scale composition for Barnabas Health Retirement Income Plan
Barnabas Health Retirement Income Plan reports $797M in end-of-year assets across 6,323 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $126,125 per participant (91% of the national average assets-per-participant) . Net income for plan year 2023 was $4M.
This plan identity (EIN 222405279, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $792M to $756M (-4.6%) while covered participants moved from 6,874 to 5,841 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,874 | $792M | Open filing |
| 2023 | 6,323 | $797M | This page |
| 2024 · index core | 5,841 | $756M | 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)
Barnabas Health Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is One Gas, Inc. Retirement Plan in OK ($796M); by covered participants it is Southern California Pipe Trades Retirement Fund in CA (6,346 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($797M here).
- One Gas, Inc. Retirement Plan (OK) $796M · 740
- Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 (PA) $795M · 2,068
- Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees (PR) $800M · 1,638
- Operating Eng Cons Ind Misc. Pension Fund (PA) $801M · 4,047
Similar participant headcount
Nearest other-state filings by covered participants (6,323 participants); asset peers above are excluded.
- Southern California Pipe Trades Retirement Fund (CA) 6,346 · 23 off
- Henry Ford Health System Allegiance Combined Pension Plan (MI) 6,352 · 29 off
- Linde U.S. Pension Plan (CT) 6,359 · 36 off
- Comerica Incorporated Retirement Income Account Plan (TX) 6,371 · 48 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.