Defined Benefit (Pension) · DOL Form 5500 · 2023
Barnabas Health, Inc. Pension Plan
Data updated 2026-08-11
- $797M
- Total assets
- 6,323
- Participants
- 98th
- Percentile by assets
- $126,125
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $797M
- total plan assets (2023 EOY)
- 6,323
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $126,125
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Barnabas Health Retirement Income Plan reports 6,323 participants - 7.5x that state average ($797M EOY assets).
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.)
| 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.
Barnabas Health Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Barnabas Health Retirement Income Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Barnabas Health Retirement Income Plan assets move in 2023? ▼
How have Barnabas Health, Inc. plan assets changed over time? ▼
Where does Barnabas Health Retirement Income Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Barnabas Health Retirement Income Plan? ▼
Next read for Barnabas Health Retirement Income Plan
Filing takeaways
Ways to act on Barnabas Health Retirement Income Plan's numbers.
- By total assets, Barnabas Health Retirement Income Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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