Money Purchase · DOL Form 5500 · 2023

Bacharach Institute for Rehabilitation Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
258
Participants Below avg headcount
46th
Percentile by assets National rank
$21,394
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bacharach Institute for Rehabilitation Pension Plan · Sponsored by Bacharach Institute for Rehabilitation · New Jersey · Healthcare & Social Assistance

$6M in assets, 258 participants

Bacharach Institute for Rehabilitation's Bacharach Institute for Rehabilitation Pension Plan reported $6M in total assets and 258 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,968 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

Bacharach Institute for Rehabilitation Pension Plan covers 258 participants in New Jersey, about 31% of the average New Jersey filer (state average ~844 per filing). Assets: $6M.

#8,968
in Healthcare & Social Assistance (17,684 peers)
-56.4%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bacharach Institute for Rehabilitation Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bacharach Institute for Rehabilitation Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,519,644 46th percentile higher than 46% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Bacharach Institute for Rehabilitation Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bacharach Institute for Rehabilitation Pension Plan sits mid-pack in the medium band (258 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bacharach Institute for Rehabilitation Pension Plan reported net income fell from -$2M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
  • Bacharach Institute for Rehabilitation Pension Plan reported participants fell from 636 in the plan year 2022 filing to 258 in the plan year 2023 filing.
  • Bacharach Institute for Rehabilitation Pension Plan end-of-year assets fell from $13M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 210634964 · Bacharach Institute for Rehabilitation PY 2023 · Money Purchase

Bacharach Institute for Rehabilitation Pension Plan · $6M · 258 · 46th

  • TYPE $6M
  • NET 258
  • BOOK 46th
  • VS-ST Money Purchase
  • BOY near William W. Motley Dds Psp
  • SCH ind #8968

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 →

Bacharach Institute for Rehabilitation Pension Plan in the asset neighbourhood

William W. Motley Dds Psp$6MBacharach Institute for Rehabilitation Pension PlanBacharach Institute for Reha…$6MNewton Clinic, P.C. Money Purchase Pension PlanNewton Clinic, P.C. Money Pu…$6MGracie Square Retirement Plan$5MF N F Construction, Inc. Davis-Bacon Retirement PlanF N F Construction, Inc. Dav…$5M
End-of-year total assets ($M) among Bacharach Institute for Rehabilitation Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$6M
Net Income-$7M
Employer EIN210634964
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bacharach Institute for Rehabilitation)

Sponsor-wide plan assets over time

All Bacharach Institute for Rehabilitation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 73.05468822603068% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $12.7M $3.41M ▼ -73.0%
Year Plans Participants Total Assets
2022 1 636 $13M
2023 1 258 $6M
2024 1 16 $3M

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Bacharach Institute for Rehabilitation Pension Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0200040006000 -50005001000 Total assets ($M) Participants Bacharach Institute for Rehabilitation Pension Plan, Total assets ($M): 5.519644 · Participants: 258Bacharach Institute for Rehabilitation Pension PlanLocal 68 Engineers Union Annuity Plan, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 577.237524 · Participants: 3310Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitters Local 9 Surety Plan
Bacharach Institute for Rehabilitation Pension Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Bacharach Institute for Rehabilitation Pension Plan side-by-side with 3 peers →

Bacharach Institute for Rehabilitation Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is William W. Motley Dds Psp in GA ($6M); by covered participants it is Mosaic & Terrazzo Workers' Annuity Fund in NY (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bacharach Institute for Rehabilitation Pension Plan assets move in 2023? ▼
Bacharach Institute for Rehabilitation Pension Plan contracted severely - down 56.4% during 2023, from $13M to $6M. Reported net income was -$7M.
How have Bacharach Institute for Rehabilitation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bacharach Institute for Rehabilitation's sponsor-wide assets declined 73.1%, from $13M to $3M.
Which Money Purchase plans are similar in size to Bacharach Institute for Rehabilitation Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is William W. Motley Dds Psp in GA ($6M, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Bacharach Institute for Rehabilitation Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mosaic & Terrazzo Workers' Annuity Fund in NY (258 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 210634964.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.