Defined Benefit (Pension) · DOL Form 5500 · 2023

Ocean Heart Group, LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
25
Participants Small participant base
30th
Percentile by assets National rank
$79,881
Avg per participant Below avg balance/head
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Official DOL plan name: Ocean Heart Group, LLC Cash Balance Plan · Sponsored by Ocean Heart Group, LLC · New Jersey · Healthcare & Social Assistance

$2M in assets, 25 participants

Ocean Heart Group, LLC's Ocean Heart Group, LLC Cash Balance Plan reported $2M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,126 in Healthcare & Social Assistance (17,684 peers)

Ocean Heart Group, LLC multi-year trail

Ocean Heart Group, LLC's plans moved -45.8% in assets from 2022 to 2023; this filing shows Ocean Heart Group, LLC Cash Balance Plan at $2M / 25 participants.

#5,126
in Healthcare & Social Assistance (17,684 peers)
+23.5%
assets growth YoY

Ocean Heart Group, LLC Cash Balance Plan among the smaller filed plans by assets

Ocean Heart Group, LLC Cash Balance Plan vs every filed plan by assets

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

$1,997,030 30th percentile higher than 30% 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

Ocean Heart Group, LLC Cash Balance 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. Ocean Heart Group, LLC Cash Balance Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ocean Heart Group, LLC Cash Balance Plan reported net income rose from -$25K in the plan year 2022 filing to $379K in the plan year 2023 filing.
  • Ocean Heart Group, LLC Cash Balance Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ocean Heart Group, LLC Cash Balance Plan reported participants rose from 22 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 272302952 · Ocean Heart Group, LLC PY 2023 · Defined Benefit (Pension)

Ocean Heart Group, LLC Cash Balance Plan · $2M · 25 · 30th

  • EOY $2M
  • 5500 25
  • ASSETS 30th
  • PCT Defined Benefit (Pension)
  • EIN near Eva Longoria Inc Defined Benefit Pension Plan
  • RANK ind #5126

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 →

Ocean Heart Group, LLC Cash Balance Plan in the asset neighbourhood

Ocean Heart Group, LLC Cash Balance PlanOcean Heart Group, LLC Cash …$2MEva Longoria Inc Defined Benefit Pension PlanEva Longoria Inc Defined Ben…$2MMeacham & Apel Architects, Inc. Cash Balance Pension PlanMeacham & Apel Architects, I…$2MRobert J. Anderson, M.D., P.a. Defined Benefit Pension TrustRobert J. Anderson, M.D., P.…$2MSeethalakshmi Natesan Defined Benefit Pension PlanSeethalakshmi Natesan Define…$2M
End-of-year total assets ($M) among Ocean Heart Group, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ocean Heart Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ocean Heart Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 45.79656946566046% vs 2022
2023 filing year
$1M$2M$3M$4M 20222023 $3.68M $2M ▼ -45.7%
Year Plans Participants Total Assets
2022 2 44 $4M
2023 1 25 $2M

Ocean Heart Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$379K
Employer EIN272302952
Plan Effective Date2014-02-01
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.

Ocean Heart Group, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Ocean Heart Group, LLC Cash Balance Plan, Total assets ($B): 0.00199703 · Participants: 25Ocean Heart Group, LLC Cash Balance 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
Ocean Heart Group, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Ocean Heart Group, LLC Cash Balance Plan side-by-side with 3 peers →

Ocean Heart Group, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Eva Longoria Inc Defined Benefit Pension Plan in CA ($2M); by covered participants it is Whittaker Corporation Employees' Pension Plan in CA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Ocean Heart Group, LLC Cash Balance Plan assets move in 2023? ▼
Ocean Heart Group, LLC Cash Balance Plan grew sharply - up 23.5% during 2023, from $2M to $2M. Reported net income was $379K.
How have Ocean Heart Group, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ocean Heart Group, LLC's sponsor-wide assets declined 45.8%, from $4M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Ocean Heart Group, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Eva Longoria Inc Defined Benefit Pension Plan in CA ($2M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ocean Heart Group, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Whittaker Corporation Employees' Pension Plan in CA (25 participants, N/A in assets).

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 272302952.

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.