Other · DOL Form 5500 · 2023

Zufall Health Center Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
428
Participants Below avg headcount
64th
Percentile by assets National rank
$29,582
Avg per participant Low balance/head
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Official DOL plan name: Zufall Health Center 403(b) Plan · Sponsored by Zufall Health Center · New Jersey · Healthcare & Social Assistance

$13M in assets, 428 participants

Zufall Health Center's Zufall Health Center 403(b) Plan reported $13M in total assets and 428 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,202 in Healthcare & Social Assistance (17,684 peers)

Zufall Health Center multi-year trail

Zufall Health Center's plans moved +50.8% in assets from 2022 to 2024; this filing shows Zufall Health Center 403(b) Plan at $13M / 428 participants.

#12,202
in Healthcare & Social Assistance (17,684 peers)
+19.5%
assets growth YoY

Zufall Health Center 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Zufall Health Center 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,661,223 Top 36% higher than 64% of 127,068 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 2023

Zufall Health Center 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zufall Health Center 403(b) Plan sits mid-pack in the medium band (428 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zufall Health Center 403(b) Plan reported net income rose from -$849K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Zufall Health Center 403(b) Plan reported participants rose from 337 in the plan year 2022 filing to 428 in the plan year 2023 filing.
  • Zufall Health Center 403(b) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 223125397 · Zufall Health Center PY 2023 · Other

Zufall Health Center 403(b) Plan · $13M · 428 · 64th

  • VS-ST $13M
  • VS-ST 428
  • VS-ST 64th
  • VS-ST Other
  • VS-ST near Altapointe Healthcare Management 403(b) Plan
  • VS-ST ind #12202

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 →

Zufall Health Center 403(b) Plan in the asset neighbourhood

Zufall Health Center 403(b) PlanZufall Health Center 403(b) …$13MAltapointe Healthcare Management 403(b) PlanAltapointe Healthcare Manage…$13MClinton Hospital Association Tax Sheltered Annuity PlanClinton Hospital Association…$13MFood Bank for New York City 403(b) Retirement PlanFood Bank for New York City …$13MCarolina Caring Retirement PlanCarolina Caring Retirement P…$13M
End-of-year total assets ($M) among Zufall Health Center 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Zufall Health Center multi-year asset trail

Sponsor-wide plan assets over time

All Zufall Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$16M 50.795441630374036% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.6M $16M ▲ +50.8%
Year Plans Participants Total Assets
2022 1 337 $11M
2023 1 428 $13M
2024 1 504 $16M

Zufall Health Center filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN223125397
Plan Effective Date2007-06-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Jersey

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

Zufall Health Center 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Zufall Health Center 403(b) Plan, Total assets ($B): 0.012661223 · Participants: 428Zufall Health Center 403(b) PlanPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
Zufall Health Center 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Zufall Health Center 403(b) Plan side-by-side with 3 peers →

Zufall Health Center 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Altapointe Healthcare Management 403(b) Plan in AL ($13M); by covered participants it is International Republican Institute Retirement Savings Plan in DC (428 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (428 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Zufall Health Center 403(b) Plan assets move in 2023? ▼
Zufall Health Center 403(b) Plan grew sharply - up 19.5% during 2023, from $11M to $13M. Reported net income was $2M.
How have Zufall Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zufall Health Center's sponsor-wide assets grew 50.8%, from $11M to $16M.
Which Other plans are similar in size to Zufall Health Center 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Altapointe Healthcare Management 403(b) Plan in AL ($13M, 1,234 participants).
Which Other plans cover a similar participant headcount to Zufall Health Center 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is International Republican Institute Retirement Savings Plan in DC (428 participants, $50M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 223125397.

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.