Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

New Jersey Hospital Association Cash Balance Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by New Jersey Hospital Association · New Jersey · Other Services

What the 2023 filing shows

New Jersey Hospital Association Cash Balance Plan holds $24M for 114 participants — about $207,919 per participant, down 1.1% over the 2024 plan year.

$24M
total plan assets (2024 EOY)
114
covered participants
$207,919
avg assets per participant
-1.1%
assets change YoY

The plan reported a net loss of $270K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$24M
Participants
114
State
Industry
Other Services

What the Filing Says About New Jersey Hospital Association Cash Balance Plan

New Jersey Hospital Association Cash Balance Plan is a Defined Benefit (Pension) retirement plan sponsored by New Jersey Hospital Association, headquartered in New Jersey. As of the 2024 Form 5500 filing, the plan reports $24M in total end-of-year assets and covers 114 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 210618622, and the plan has been effective since 1967-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $24M at the beginning of 2024 to $24M at year-end — a decline of 1.1%. Net assets (after liabilities) closed the year at $24M, with reported net income of $-270,402 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$24M
Total Assets (End of Year)$24M
Net Assets (End of Year)$24M
Net Income$-270,402
Plan TypeDefined Benefit (Pension)
Employer EIN210618622
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Jersey Hospital Association)

Year Plans Participants Total Assets
2022 2 238 $54M
2023 2 231 $61M
2024 2 234 $61M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Frequently Asked Questions

How much money is in the New Jersey Hospital Association Cash Balance Plan?
As of the 2024 Form 5500 filing, New Jersey Hospital Association Cash Balance Plan holds $24M in total assets with 114 participants. It is sponsored by New Jersey Hospital Association.
What type of plan is New Jersey Hospital Association Cash Balance Plan?
New Jersey Hospital Association Cash Balance Plan is a Defined Benefit (Pension) plan. It has been effective since 1967-01-01. The plan is filed with the U.S. Department of Labor under EIN 210618622.
Who sponsors the New Jersey Hospital Association Cash Balance Plan?
New Jersey Hospital Association Cash Balance Plan is sponsored by New Jersey Hospital Association, located in New Jersey. The sponsor's EIN is 210618622 and the plan operates in the Other Services industry.
How did New Jersey Hospital Association Cash Balance Plan perform in 2024?
New Jersey Hospital Association Cash Balance Plan declined by 1.1% during 2024, moving from $24M to $24M in total assets. Net income was $-270,402.
Where can I find official filings for New Jersey Hospital Association Cash Balance Plan?
Official Form 5500 filings for New Jersey Hospital Association Cash Balance Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 210618622 or plan name at efast.dol.gov.
How does New Jersey Hospital Association Cash Balance Plan compare to other plans?
You can compare New Jersey Hospital Association Cash Balance Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 210618622.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.