401(k) · DOL Form 5500 · 2023

Serv Behavioral Health System, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
600
Participants Below avg headcount
77th
Percentile by assets National rank
$42,118
Avg per participant Low balance/head
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Official DOL plan name: Serv Behavioral Health System 401(k) Retirement Plan · Sponsored by Serv Behavioral Health System, Inc. · New Jersey · Healthcare & Social Assistance

$25M in assets, 600 participants

Serv Behavioral Health System, Inc.'s Serv Behavioral Health System 401(k) Retirement Plan reported $25M in total assets and 600 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,189 in Healthcare & Social Assistance (17,684 peers)

Where Serv Behavioral Health System 401(k) Retirement Plan sits by assets

Serv Behavioral Health System 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 600 participants (~$42,118/participant), up 15.6% in 2023.

#14,189
in Healthcare & Social Assistance (17,684 peers)
+15.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Serv Behavioral Health System 401(k) Retirement Plan's outsized position by total assets

Serv Behavioral Health System 401(k) Retirement Plan vs every filed plan by assets

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

$25,270,547 Top 23% higher than 77% 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

Serv Behavioral Health System 401(k) Retirement 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. Serv Behavioral Health System 401(k) Retirement Plan sits mid-pack in the medium band (600 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Serv Behavioral Health System 401(k) Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Serv Behavioral Health System 401(k) Retirement Plan reported participants fell from 630 in the plan year 2022 filing to 600 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222090976 · Serv Behavioral Health System, Inc. PY 2023 · 401(k)

Serv Behavioral Health System 401(k) Retirement Plan · $25M · 600 · 77th

  • PCT $25M
  • PCT 600
  • PCT 77th
  • PCT 401(k)
  • PCT near IBEW Local 288 Retirement and 401(k) Plan
  • PCT ind #14189

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 →

Serv Behavioral Health System 401(k) Retirement Plan in the asset neighbourhood

Serv Behavioral Health System 401(k) Retirement PlanServ Behavioral Health Syste…$25MIBEW Local 288 Retirement and 401(k) PlanIBEW Local 288 Retirement an…$25MGuideline 401(k) Plan$25MFidelity Deposit & Discount Bank Profit Sharing PlanFidelity Deposit & Discount …$25MSigma Engineers & Constructors, L.L.C. 401(k) Profit Sharing PlanSigma Engineers & Constructo…$25M
End-of-year total assets ($M) among Serv Behavioral Health System 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN222090976
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Serv Behavioral Health System, Inc.)

Sponsor-wide plan assets over time

All Serv Behavioral Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 26.427853367505076% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.9M $27.6M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 630 $22M
2023 1 600 $25M
2024 1 602 $28M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Serv Behavioral Health System 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Serv Behavioral Health System 401(k) Retirement Plan, Total assets ($B): 0.025270547 · Participants: 600Serv Behavioral Health System 401(k) Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Serv Behavioral Health System 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Serv Behavioral Health System 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is IBEW Local 288 Retirement and 401(k) Plan in IA ($25M); by covered participants it is The Pepper Companies, Inc. Retirement and Savings Plan in IL (600 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (600 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 Serv Behavioral Health System 401(k) Retirement Plan assets move in 2023?
Serv Behavioral Health System 401(k) Retirement Plan grew sharply - up 15.6% during 2023, from $22M to $25M. Reported net income was $3M.
How have Serv Behavioral Health System, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Serv Behavioral Health System, Inc.'s sponsor-wide assets grew 26.4%, from $22M to $28M.
Where does Serv Behavioral Health System 401(k) Retirement Plan rank by assets among Form 5500 filers?
Serv Behavioral Health System 401(k) Retirement Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Serv Behavioral Health System 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is IBEW Local 288 Retirement and 401(k) Plan in IA ($25M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Serv Behavioral Health System 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is The Pepper Companies, Inc. Retirement and Savings Plan in IL (600 participants, $147M in assets).