Other · DOL Form 5500 · 2024
Bonnie Brae Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 294
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $89,380
- Avg per participant Below avg balance/head
Official DOL plan name: Bonnie Brae Retirement Plan · Sponsored by Bonnie Brae · New Jersey · Healthcare & Social Assistance
$26M in assets, 294 participants
Bonnie Brae's Bonnie Brae Retirement Plan reported $26M in total assets and 294 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #13,342 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Jersey
Bonnie Brae Retirement Plan covers 294 participants in New Jersey, about 35% of the average New Jersey filer (state average ~844 per filing). Assets: $26M.
- #13,342
- in Healthcare & Social Assistance (16,916 peers)
- +11.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Bonnie Brae Retirement Plan's outsized position by total assets
Bonnie Brae Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,277,838 Top 25% higher than 75% 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
Bonnie Brae Retirement 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. Bonnie Brae Retirement Plan sits mid-pack in the medium band (294 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bonnie Brae Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Bonnie Brae Retirement Plan reported participants rose from 254 in the plan year 2023 filing to 294 in the plan year 2024 filing.
- Bonnie Brae Retirement Plan end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 221500479 · Bonnie Brae PY 2024 · Other
Bonnie Brae Retirement Plan · $26M · 294 · 75th
- PART $26M
- PART 294
- PART 75th
- PART Other
- PART near Pana Community Hospital Employees' Tax Deferred Annuity Plan
- PART ind #13342
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 →
Bonnie Brae Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $3M |
| Employer EIN | 221500479 |
| Plan Effective Date | 1992-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bonnie Brae)
Sponsor-wide plan assets over time
All Bonnie Brae plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 38.62649093768174% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 277 | $19M |
| 2023 | 1 | 254 | $24M |
| 2024 | 1 | 294 | $26M |
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
Bonnie Brae Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Pana Community Hospital Employees' Tax Deferred Annuity Plan in IL ($26M); by covered participants it is The 403(b) Thrift Plan for Canine Companions for Independence, Inc. in CA (294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (294 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.