Other · DOL Form 5500 · 2024

Zufall Health Center Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
504
Participants Below avg headcount
66th
Percentile by assets National rank
$31,722
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zufall Health Center 403(b) Plan · Sponsored by Zufall Health Center · New Jersey · Healthcare & Social Assistance

$16M in assets, 504 participants

Zufall Health Center's Zufall Health Center 403(b) Plan reported $16M in total assets and 504 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.

  • #11,964 in Healthcare & Social Assistance (16,916 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 $16M / 504 participants.

#11,964
in Healthcare & Social Assistance (16,916 peers)
+26.3%
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 2024 · DOL Form 5500

$15,988,049 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

Zufall Health Center 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. Zufall Health Center 403(b) Plan sits mid-pack in the medium band (504 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zufall Health Center 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Zufall Health Center 403(b) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Zufall Health Center 403(b) Plan reported participants rose from 428 in the plan year 2023 filing to 504 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 223125397 · Zufall Health Center PY 2024 · Other

Zufall Health Center 403(b) Plan · $16M · 504 · 66th

  • BOOK $16M
  • VS-ST 504
  • BOY 66th
  • SCH Other
  • EBSA near College Success Foundation 403(b) DC Plan
  • PART ind #11964

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) …$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 Zufall Health Center 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
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. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Zufall Health Center 403(b) Plan, Total assets ($B): 0.015988049 · Participants: 504Zufall Health Center 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
Zufall Health Center 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants

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 College Success Foundation 403(b) DC Plan in WA ($16M); by covered participants it is Harbor 403(b) Plan in OH (504 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (504 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 Zufall Health Center 403(b) Plan assets move in 2024?
Zufall Health Center 403(b) Plan grew sharply - up 26.3% during 2024, from $13M to $16M. Reported net income was $3M.
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 College Success Foundation 403(b) DC Plan in WA ($16M, 193 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 Harbor 403(b) Plan in OH (504 participants, $21M in assets).