Money Purchase · DOL Form 5500 · 2024
Heath Village Money Purchase Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 177
- Participants Small participant base
Official DOL plan name: Heath Village Pension Plan · Sponsored by Heath Village · New Jersey · Healthcare & Social Assistance
N/A in assets, 177 participants
Heath Village's Heath Village Pension Plan reported N/A in total assets and 177 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in New Jersey
Heath Village Pension Plan covers 177 participants in New Jersey, about 21% of the average New Jersey filer (state average ~844 per filing). Assets: N/A.
- -$9M
- reported net income
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heath Village Pension Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heath Village Pension Plan sits mid-pack in the medium band (177 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heath Village Pension Plan reported net income fell from $1M in the plan year 2023 filing to -$9M in the plan year 2024 filing.
- Heath Village Pension Plan reported participants rose from 171 in the plan year 2023 filing to 177 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 221717575 · Heath Village PY 2024 · Money Purchase
Heath Village Pension Plan · N/A · 177
- EBSA N/A
- PART 177
- TYPE PY 2024
- NET Money Purchase
- BOOK near International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan
- VS-ST -$9M
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 →
New Jersey filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$9M |
| Employer EIN | 221717575 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heath Village)
Sponsor-wide plan assets over time
All Heath Village plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 169 | $7M |
| 2023 | 1 | 171 | $9M |
| 2024 | 1 | 177 | N/A |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Princeton University Retirement Plan $2.4B · 8,833
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Ironworkers Local 11 Annuity Fund $395M · 1,148
Heath Village Pension Plan's closest out-of-state Money Purchase peers by headcount
Outside New Jersey, the nearest Money Purchase by covered participants is International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan in TN (177 participants; this filing: 177 participants).
Similar participant headcount
Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.
- International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan (TN) 177 · 0 off
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (MT) 175 · 2 off
- Community, Work, and Independence, Inc. Retirement Plan (NY) 179 · 2 off
- Texas A&m Foundation Employees' Pension Plan (TX) 179 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.