Other · DOL Form 5500 · 2024
Hunterdon Healthcare System Retirement Plan
Data updated 2026-08-25
- $236M
- Total assets Near avg plan size
- 2,624
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $89,791
- Avg per participant Below avg balance/head
Official DOL plan name: Hunterdon Healthcare 403(b) Retirement Savings Plan · Sponsored by Hunterdon Healthcare System · New Jersey · Healthcare & Social Assistance
$236M in assets, 2,624 participants
Hunterdon Healthcare System's Hunterdon Healthcare 403(b) Retirement Savings Plan reported $236M in total assets and 2,624 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #16,129 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Jersey
Hunterdon Healthcare 403(b) Retirement Savings Plan covers 2,624 participants in New Jersey, 3.1x the typical New Jersey plan (state average ~844 per filing). Assets: $236M.
- #16,129
- in Healthcare & Social Assistance (16,916 peers)
- +17.6%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Hunterdon Healthcare 403(b) Retirement Savings Plan's outsized position by total assets
Hunterdon Healthcare 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$235,610,400 Top 5% higher than 95% 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
Hunterdon Healthcare 403(b) Retirement Savings 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. Hunterdon Healthcare 403(b) Retirement Savings Plan lands in the large band (2,624 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hunterdon Healthcare 403(b) Retirement Savings Plan end-of-year assets rose from $200M in the plan year 2023 filing to $236M in the plan year 2024 filing.
- Hunterdon Healthcare 403(b) Retirement Savings Plan reported participants rose from 2,483 in the plan year 2023 filing to 2,624 in the plan year 2024 filing.
- Hunterdon Healthcare 403(b) Retirement Savings Plan reported net income fell from $37M in the plan year 2023 filing to $35M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 221537688 · Hunterdon Healthcare System PY 2024 · Other
Hunterdon Healthcare 403(b) Retirement Savings Plan · $236M · 2,624 · 95th
- 5500 $236M
- ASSETS 2,624
- PCT 95th
- EIN Other
- RANK near Valparaiso University Retirement Plan
- PHOTO ind #16129
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 →
Hunterdon Healthcare 403(b) Retirement Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $200M |
|---|---|
| Net Assets (End of Year) | $236M |
| Net Income | $35M |
| Employer EIN | 221537688 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hunterdon Healthcare System)
Sponsor-wide plan assets over time
All Hunterdon Healthcare System plans reported in each filing year
- Latest sponsor-wide plan assets
- $423M 23.836237843680408% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,238 | $342M |
| 2023 | 2 | 3,030 | $391M |
| 2024 | 2 | 3,132 | $423M |
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
Hunterdon Healthcare 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Valparaiso University Retirement Plan in IN ($236M); by covered participants it is New York Blood Center Retirement Plan in NY (2,629 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($236M here).
- Valparaiso University Retirement Plan (IN) $236M · 783
- Calvin University 403(b) Retirement Plan (MI) $235M · 1,118
- Anmed Health Retirement Savings Plan (SC) $237M · 3,605
- Philadelphia College of Osteopathic Medicine Retirement Plan (PA) $237M · 1,978
Similar participant headcount
Nearest other-state filings by covered participants (2,624 participants); asset peers above are excluded.
- New York Blood Center Retirement Plan (NY) 2,629 · 5 off
- Emerson Health System Retirement Savings Plan (MA) 2,615 · 9 off
- Care Initiatives 403 (B) Group Retirement Plan (IA) 2,637 · 13 off
- Heritage Valley Health System 403(b) Plan (PA) 2,601 · 23 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.