Defined Benefit (Pension) · DOL Form 5500 · 2023

Visiting Nurse Association Health Group, Inc. Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
24
Participants Small participant base
70th
Percentile by assets National rank
$715,607
Avg per participant High balance/head
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Official DOL plan name: Visiting Nurse Association in Middlesex County Pension Plan · Sponsored by Visiting Nurse Association Health Group, Inc. · New Jersey · Healthcare & Social Assistance

$17M in assets, 24 participants

Visiting Nurse Association Health Group, Inc.'s Visiting Nurse Association in Middlesex County Pension Plan reported $17M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,181 in Healthcare & Social Assistance (17,684 peers)

Visiting Nurse Association Health Group, Inc. multi-year trail

Visiting Nurse Association Health Group, Inc.'s plans moved +29.5% in assets from 2022 to 2024; this filing shows Visiting Nurse Association in Middlesex County Pension Plan at $17M / 24 participants.

#13,181
in Healthcare & Social Assistance (17,684 peers)
+14.4%
assets growth YoY

Visiting Nurse Association in Middlesex County Pension Plan's outsized position by total assets

Visiting Nurse Association in Middlesex County Pension Plan vs every filed plan by assets

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

$17,174,573 Top 30% higher than 70% 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

Visiting Nurse Association in Middlesex County Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Visiting Nurse Association in Middlesex County Pension Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Visiting Nurse Association in Middlesex County Pension Plan reported net income rose from $860K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Visiting Nurse Association in Middlesex County Pension Plan reported participants fell from 30 in the plan year 2022 filing to 24 in the plan year 2023 filing.
  • Visiting Nurse Association in Middlesex County Pension Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 222500029 · Visiting Nurse Association Health Group, Inc. PY 2023 · Defined Benefit (Pension)

Visiting Nurse Association in Middlesex County Pension Plan · $17M · 24 · 70th

  • RANK $17M
  • PHOTO 24
  • IND 70th
  • EOY Defined Benefit (Pension)
  • 5500 near Sabin Metal Corp. Retirement Plan
  • ASSETS ind #13181

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 →

Visiting Nurse Association in Middlesex County Pension Plan in the asset neighbourhood

Chevron-Meba Marine Pension PlanChevron-Meba Marine Pension …$17MSt Louis Community Credit Union Cash Balance Retirement Pension PlanSt Louis Community Credit Un…$17MVisiting Nurse Association in Middlesex County Pension PlanVisiting Nurse Association i…$17MSabin Metal Corp. Retirement PlanSabin Metal Corp. Retirement…$17MAaa Arizona, Inc. Cash Balance Plan and TrustAaa Arizona, Inc. Cash Balan…$17M
End-of-year total assets ($M) among Visiting Nurse Association in Middlesex County Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Visiting Nurse Association Health Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Visiting Nurse Association Health Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$159M 29.459340576998354% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $123M $159M ▲ +29.5%
Year Plans Participants Total Assets
2022 3 2,471 $123M
2023 3 2,484 $145M
2024 3 4,028 $159M

Visiting Nurse Association Health Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN222500029
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Visiting Nurse Association in Middlesex County Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Visiting Nurse Association in Middlesex County Pension Plan, Total assets ($B): 0.017174573 · Participants: 24Visiting Nurse Association in Middlesex County Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Visiting Nurse Association in Middlesex County Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Visiting Nurse Association in Middlesex County Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Sabin Metal Corp. Retirement Plan in NY ($17M); by covered participants it is Horus Technology Solutions, Inc. Cash Balance Plan in MD (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Visiting Nurse Association in Middlesex County Pension Plan assets move in 2023?
Visiting Nurse Association in Middlesex County Pension Plan grew at a solid clip - up 14.4% during 2023, from $15M to $17M. Reported net income was $2M.
How have Visiting Nurse Association Health Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Visiting Nurse Association Health Group, Inc.'s sponsor-wide assets grew 29.5%, from $123M to $159M.
Which Defined Benefit (Pension) plans are similar in size to Visiting Nurse Association in Middlesex County Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sabin Metal Corp. Retirement Plan in NY ($17M, 115 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Visiting Nurse Association in Middlesex County Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Horus Technology Solutions, Inc. Cash Balance Plan in MD (24 participants, $2M in assets).