Money Purchase · DOL Form 5500 · 2023
South Jersey Behavioral Health Resources, Inc. Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $42,641
- Avg per participant Low balance/head
Official DOL plan name: Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. · Sponsored by South Jersey Behavioral Health Resources, Inc. · New Jersey · Healthcare & Social Assistance
$4M in assets, 101 participants
South Jersey Behavioral Health Resources, Inc.'s Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. reported $4M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,912 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. covers 101 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $4M.
- #7,912
- in Healthcare & Social Assistance (17,684 peers)
- +10.9%
- assets growth YoY
Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,306,726 42nd percentile higher than 42% 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
Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. 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. Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. sits mid-pack in the medium band (101 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. reported net income rose from -$39K in the plan year 2022 filing to $422K in the plan year 2023 filing.
- Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. reported participants rose from 95 in the plan year 2022 filing to 101 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 222560556 · South Jersey Behavioral Health Resources, Inc. PY 2023 · Money Purchase
Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. · $4M · 101 · 42nd
- SCH $4M
- EBSA 101
- PART 42nd
- TYPE Money Purchase
- NET near Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust
- BOOK ind #7912
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 →
Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $422K |
| Employer EIN | 222560556 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Jersey Behavioral Health Resources, Inc.)
Sponsor-wide plan assets over time
All South Jersey Behavioral Health Resources, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 13.832566393276153% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $4M |
| 2023 | 1 | 101 | $4M |
| 2024 | 1 | 104 | $4M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc.'s out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust in FL ($4M); by covered participants it is Harvard Management Company Inc. Pension Plan in MA (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (101 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.