Other · DOL Form 5500 · 2024

Preferred Behavioral Health of Nj Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
380
Participants Below avg headcount
66th
Percentile by assets National rank
$42,075
Avg per participant Low balance/head
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Official DOL plan name: Preferred Behavioral Health of Nj 403(b) Plan · Sponsored by Preferred Behavioral Health of Nj · New Jersey · Healthcare & Social Assistance

$16M in assets, 380 participants

Preferred Behavioral Health of Nj's Preferred Behavioral Health of Nj 403(b) Plan reported $16M in total assets and 380 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #11,966 in Healthcare & Social Assistance (16,916 peers)

Coverage in New Jersey

Preferred Behavioral Health of Nj 403(b) Plan covers 380 participants in New Jersey, about 45% of the average New Jersey filer (state average ~844 per filing). Assets: $16M.

#11,966
in Healthcare & Social Assistance (16,916 peers)
+11.0%
assets growth YoY

Preferred Behavioral Health of Nj 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Preferred Behavioral Health of Nj 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,988,583 Top 34% higher than 66% of 123,620 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 2024

Preferred Behavioral Health of Nj 403(b) 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. Preferred Behavioral Health of Nj 403(b) Plan sits mid-pack in the medium band (380 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Preferred Behavioral Health of Nj 403(b) Plan reported net income rose from $840K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Preferred Behavioral Health of Nj 403(b) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Preferred Behavioral Health of Nj 403(b) Plan reported participants rose from 366 in the plan year 2023 filing to 380 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 222196988 · Preferred Behavioral Health of Nj PY 2024 · Other

Preferred Behavioral Health of Nj 403(b) Plan · $16M · 380 · 66th

  • PHOTO $16M
  • PHOTO 380
  • PHOTO 66th
  • PHOTO Other
  • PHOTO near College Success Foundation 403(b) DC Plan
  • PHOTO ind #11966

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 →

Preferred Behavioral Health of Nj 403(b) Plan in the asset neighbourhood

Preferred Behavioral Health of Nj 403(b) PlanPreferred Behavioral Health …$16MCollege Success Foundation 403(b) DC PlanCollege Success Foundation 4…$16MPlanned Parenthood Columbia Willamette 403(b) PlanPlanned Parenthood Columbia …$16M401(k) Profit-Sharing Plan for Employees of Kickapoo Tribe of Oklahoma401(k) Profit-Sharing Plan f…$16MHarlem Village Academy Charter School 403(b) PlanHarlem Village Academy Chart…$16M
End-of-year total assets ($M) among Preferred Behavioral Health of Nj 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN222196988
Plan Effective Date2000-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Preferred Behavioral Health of Nj)

Sponsor-wide plan assets over time

All Preferred Behavioral Health of Nj plans reported in each filing year

Latest sponsor-wide plan assets
$16M 15.967278005238345% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $14.1M $16.4M ▲ +15.9%
Year Plans Participants Total Assets
2022 2 373 $14M
2023 2 382 $15M
2024 2 396 $16M

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Preferred Behavioral Health of Nj 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Preferred Behavioral Health of Nj 403(b) Plan, Total assets ($B): 0.015988583 · Participants: 380Preferred Behavioral Health of Nj 403(b) PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.804837689 · Participants: 16823Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.735336458 · Participants: 8763Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.498394819 · Participants: 28403Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.297256025 · Participants: 21490Atlantic Health System 403(b) Retirement Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.982278507 · Participants: 3501Educational Testing Service 403(b) Retirement Savings Plan
Preferred Behavioral Health of Nj 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Preferred Behavioral Health of Nj 403(b) Plan side-by-side with 3 peers →

Preferred Behavioral Health of Nj 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is College Success Foundation 403(b) DC Plan in WA ($16M); by covered participants it is The Hotchkiss School 403(b) Retirement Plan in CT (380 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (380 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Preferred Behavioral Health of Nj 403(b) Plan assets move in 2024? ▼
Preferred Behavioral Health of Nj 403(b) Plan grew at a solid clip - up 11.0% during 2024, from $14M to $16M. Reported net income was $2M.
How have Preferred Behavioral Health of Nj plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Preferred Behavioral Health of Nj's sponsor-wide assets grew 16.0%, from $14M to $16M.
Which Other plans are similar in size to Preferred Behavioral Health of Nj 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is College Success Foundation 403(b) DC Plan in WA ($16M, 193 participants).
Which Other plans cover a similar participant headcount to Preferred Behavioral Health of Nj 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Hotchkiss School 403(b) Retirement Plan in CT (380 participants, $184M in assets).

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 222196988.

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.