Money Purchase · DOL Form 5500 · 2023

South Jersey Behavioral Health Resources, Inc. Money Purchase Plan

Data updated 2026-08-11

$4M
Total assets
101
Participants
42nd
Percentile by assets
$42,641
Avg per participant
PlainRetire home → About this data

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.

  • 42nd percentile by assets (of 127,072 plans)
  • #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.

$4M
total plan assets (2023 EOY)
101
covered participants
42nd
percentile by assets (of 127,072 plans)
$42,641
avg assets per participant

Where Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. sits by total assets

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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
New Jersey
Industry
Healthcare & Social Assistance

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. reports 101 participants - about 12% of that state average ($4M EOY assets).

New Jersey filing particulars

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

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

$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $3.88M $4.42M ▲ +13.9%
Total plan assets by year, all South Jersey Behavioral Health Resources, Inc. plans on file
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.

Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50005001000 Total assets ($M) Participants Employees' Retiremen…, Total assets ($M): 4.306726 · Participants: 101Employees' Retiremen…Local 68 Engineers U…, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers U…Nysa-Ila Money Purch…, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purch…Educational Testing …, Total assets ($M): 577.237524 · Participants: 3310Educational Testing …Ironworkers Local 11…, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11…Plumbers & Pipefitte…, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitte…
Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Employees' Retirement Plan of South Jers… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. by total assets, not by location.

Frequently Asked Questions

How did Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. assets move in 2023? ▼
Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. grew at a solid clip - up 10.9% during 2023, from $4M to $4M. Reported net income was $422K.
How have South Jersey Behavioral Health Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Jersey Behavioral Health Resources, Inc.'s sponsor-wide assets grew 13.8%, from $4M to $4M.
Which Money Purchase plans are similar in size to Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc.? ▼
Among Money Purchase plans in other states, the closest by assets is Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust in FL ($4M, 182 participants).

Next read for Employees' Retirement Plan of South Jers…

Filing takeaways

Ways to act on Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc.'s numbers.

  • By total assets, Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. 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
  • South Jersey Behavioral Health Resources, Inc.'s sponsor-wide assets have grown 13.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 222560556.

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.