Money Purchase · DOL Form 5500 · 2023
Bacharach Institute for Rehabilitation Money Purchase Plan
Data updated 2026-08-11
- $6M
- Total assets
- 258
- Participants
- 46th
- Percentile by assets
- $21,394
- Avg per participant
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.
- 46th percentile by assets (of 127,072 plans)
- #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.
- $6M
- total plan assets (2023 EOY)
- 258
- covered participants
- 46th
- percentile by assets (of 127,072 plans)
- $21,394
- avg assets per participant
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.
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Bacharach Institute for Rehabilitation Pension Plan reports 258 participants - about 31% of that state average ($6M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$7M |
| Employer EIN | 210634964 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bacharach Institute for Rehabilitation)
| 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
- Local 68 Engineers Union Annuity Plan $919M · 5,196
- Nysa-Ila Money Purchase Pension Fund and Plan $787M · 4,634
- Educational Testing Service 401(a) Retirement Plan $577M · 3,310
- Ironworkers Local 11 Annuity Fund $375M · 1,159
- Plumbers & Pipefitters Local 9 Surety Plan $287M · 2,179
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Bacharach Institute for Rehabilitation Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Bacharach Institute for Rehabilitation Pension Plan assets move in 2023? ▼
How have Bacharach Institute for Rehabilitation plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Bacharach Institute for Rehabilitation Pension Plan? ▼
Next read for Bacharach Institute for Rehabilitation P…
Filing takeaways
Ways to act on Bacharach Institute for Rehabilitation Pension Plan's numbers.
- By total assets, Bacharach Institute for Rehabilitation Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- Bacharach Institute for Rehabilitation's sponsor-wide assets have declined 73.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans