Other · DOL Form 5500 · 2024
United Methodist Homes of New Jersey Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 1,027
- Participants Near avg headcount
- 74th
- Percentile by assets National rank
- $23,767
- Avg per participant Low balance/head
Official DOL plan name: The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan · Sponsored by United Methodist Homes of New Jersey · New Jersey · Other Services
$24M in assets, 1,027 participants
United Methodist Homes of New Jersey's The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan reported $24M in total assets and 1,027 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #6,649 in Other Services (7,719 peers)
United Methodist Homes of New Jersey multi-year trail
United Methodist Homes of New Jersey's plans moved +28.5% in assets from 2022 to 2024; this filing shows The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan at $24M / 1,027 participants.
- #6,649
- in Other Services (7,719 peers)
- +14.7%
- assets growth YoY
The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan's outsized position by total assets
The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,409,141 Top 26% higher than 74% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan lands in the large band (1,027 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan reported participants rose from 1,011 in the plan year 2023 filing to 1,027 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 210634464 · United Methodist Homes of New Jersey PY 2024 · Other
The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan · $24M · 1,027 · 74th
- EBSA $24M
- PART 1,027
- TYPE 74th
- NET Other
- BOOK near Margaret Woodbury Strong Museum 403(b) DC Plan
- VS-ST ind #6649
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 Other Services retirement plans → · Plans in New Jersey →
The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan in the asset neighbourhood
United Methodist Homes of New Jersey multi-year asset trail
Sponsor-wide plan assets over time
All United Methodist Homes of New Jersey plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 28.49225118660795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 945 | $19M |
| 2023 | 1 | 1,011 | $21M |
| 2024 | 1 | 1,027 | $24M |
United Methodist Homes of New Jersey filing trail (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 210634464 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Margaret Woodbury Strong Museum 403(b) DC Plan in NY ($24M); by covered participants it is Wheaton College Retirement Plan in IL (1,027 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,027 participants); asset peers above are excluded.
- Wheaton College Retirement Plan (IL) 1,027 · 0 off
- Section 403(b) Retirement Plan for Goodwill Industries Suncoast, Inc. (FL) 1,027 · 0 off
- Middlebury College Voluntary Retirement Plan (VT) 1,028 · 1 off
- Crista Ministries 403(b) Savings Plan (WA) 1,026 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.