Money Purchase
2023 plan-year Money Purchase DOL Form 5500

Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by South Jersey Behavioral Health Resources, Inc. Β· New Jersey Β· Healthcare & Social Assistance

What the 2023 filing shows

Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. holds $4M for 101 participants - about $42,641 per participant, up 10.9% over the 2023 plan year.

$4M
total plan assets (2023 EOY)
101
covered participants
$42,641
avg assets per participant
+10.9%
assets growth YoY
Total Assets (2023)
$4M
Participants
101
State
Industry
Healthcare & Social Assistance

What the Filing Says About Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc.

Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. is a Money Purchase retirement plan sponsored by South Jersey Behavioral Health Resources, Inc., headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 101 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 222560556, and the plan has been effective since 1985-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2023 to $4M at year-end β€” a gain of 10.9%. Net assets (after liabilities) closed the year at $4M, with reported net income of $422K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$422K
Plan TypeMoney Purchase
Employer EIN222560556
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South Jersey Behavioral Health Resources, Inc.)

Year Plans Participants Total Assets
2022 1 95 $4M
2023 1 101 $4M

Nearby Money Purchase Plans in New Jersey

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

Frequently Asked Questions

How much money is in the Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc.?
As of the 2023 Form 5500 filing, Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. holds $4M in total assets with 101 participants. It is sponsored by South Jersey Behavioral Health Resources, Inc..
What type of plan is Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc.?
Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. is a Money Purchase plan. It has been effective since 1985-07-01. The plan is filed with the U.S. Department of Labor under EIN 222560556.
Who sponsors the Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc.?
Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. is sponsored by South Jersey Behavioral Health Resources, Inc., located in New Jersey. The sponsor's EIN is 222560556 and the plan operates in the Healthcare & Social Assistance industry.
How did Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. perform in 2023?
Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. grew by 10.9% during 2023, moving from $4M to $4M in total assets. Net income was $422K.
Where can I find official filings for Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc.?
Official Form 5500 filings for Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 222560556 or plan name at efast.dol.gov.
How does Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. compare to other plans?
You can compare Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. against other Money Purchase plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 222560556.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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