Other · DOL Form 5500 · 2023
The Matheny School and Hospital, Lnc. Retirement Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 634
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $82,443
- Avg per participant Below avg balance/head
Official DOL plan name: The Matheny School and Hospital Matched Savings Retirement Plan · Sponsored by The Matheny School and Hospital, Lnc. · New Jersey · Educational Services
$52M in assets, 634 participants
The Matheny School and Hospital, Lnc.'s The Matheny School and Hospital Matched Savings Retirement Plan reported $52M in total assets and 634 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #2,803 in Educational Services (3,735 peers)
Where The Matheny School and Hospital Matched Savings Retirement Plan sits by assets
The Matheny School and Hospital Matched Savings Retirement Plan sits in the top quartile of all filed plans by assets, $52M for 634 participants (~$82,443/participant), up 14.4% in 2023.
- #2,803
- in Educational Services (3,735 peers)
- +14.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The Matheny School and Hospital Matched Savings Retirement Plan's outsized position by total assets
The Matheny School and Hospital Matched Savings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$52,268,948 Top 14% higher than 86% 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
The Matheny School and Hospital Matched Savings 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. The Matheny School and Hospital Matched Savings Retirement Plan sits mid-pack in the medium band (634 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Matheny School and Hospital Matched Savings Retirement Plan reported net income rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- The Matheny School and Hospital Matched Savings Retirement Plan end-of-year assets rose from $46M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- The Matheny School and Hospital Matched Savings Retirement Plan reported participants rose from 586 in the plan year 2022 filing to 634 in the plan year 2023 filing.
DOL schedule card
Filing strip 221482276 · The Matheny School and Hospital, Lnc. PY 2023 · Other
The Matheny School and Hospital Matched Savings Retirement Plan · $52M · 634 · 86th
- EOY $52M
- EOY 634
- EOY 86th
- EOY Other
- EOY near American Board of Internal Medicine Retirement Plan
- EOY ind #2803
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 Educational Services retirement plans → · Plans in New Jersey →
The Matheny School and Hospital Matched Savings Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $7M |
| Employer EIN | 221482276 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Matheny School and Hospital, Lnc.)
Sponsor-wide plan assets over time
All The Matheny School and Hospital, Lnc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 14.35980195030379% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 586 | $46M |
| 2023 | 1 | 634 | $52M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Princeton University Retirement Plan $2.1B · 8,456
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.7B · 17,739
- Princeton University Retirement Savings Plan $1.5B · 7,955
- Rwjbarnabas Health 403(b) Savings Plan $1.3B · 28,672
- Atlantic Health System 403(b) Retirement Savings Plan $1.0B · 19,936
The Matheny School and Hospital Matched Savings Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is American Board of Internal Medicine Retirement Plan in PA ($52M); by covered participants it is Tiegerman School 403(b) Retirement Plan in NY (634 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
Similar participant headcount
Nearest other-state filings by covered participants (634 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.