Other · DOL Form 5500 · 2024
Samaritan Healthcare & Hospice, Inc. Retirement Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 395
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $77,108
- Avg per participant Below avg balance/head
Official DOL plan name: Samaritan Healthcare & Hospice, Inc. 403(b) Plan · Sponsored by Samaritan Healthcare & Hospice, Inc. · New Jersey · Healthcare & Social Assistance
$30M in assets, 395 participants
Samaritan Healthcare & Hospice, Inc.'s Samaritan Healthcare & Hospice, Inc. 403(b) Plan reported $30M in total assets and 395 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #13,682 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Jersey
Samaritan Healthcare & Hospice, Inc. 403(b) Plan covers 395 participants in New Jersey, about 47% of the average New Jersey filer (state average ~844 per filing). Assets: $30M.
- #13,682
- in Healthcare & Social Assistance (16,916 peers)
- +18.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Samaritan Healthcare & Hospice, Inc. 403(b) Plan's outsized position by total assets
Samaritan Healthcare & Hospice, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,457,761 Top 22% higher than 78% 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
Samaritan Healthcare & Hospice, Inc. 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. Samaritan Healthcare & Hospice, Inc. 403(b) Plan sits mid-pack in the medium band (395 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Samaritan Healthcare & Hospice, Inc. 403(b) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Samaritan Healthcare & Hospice, Inc. 403(b) Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Samaritan Healthcare & Hospice, Inc. 403(b) Plan reported participants rose from 384 in the plan year 2023 filing to 395 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 222344036 · Samaritan Healthcare & Hospice, Inc. PY 2024 · Other
Samaritan Healthcare & Hospice, Inc. 403(b) Plan · $30M · 395 · 78th
- BOOK $30M
- BOOK 395
- BOOK 78th
- BOOK Other
- BOOK near Shattuck-St. Mary's School DC Plan
- BOOK ind #13682
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 →
Samaritan Healthcare & Hospice, Inc. 403(b) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $5M |
| Employer EIN | 222344036 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samaritan Healthcare & Hospice, Inc.)
Sponsor-wide plan assets over time
All Samaritan Healthcare & Hospice, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 43.98461473224055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 377 | $21M |
| 2023 | 1 | 384 | $26M |
| 2024 | 1 | 395 | $30M |
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
Samaritan Healthcare & Hospice, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Shattuck-St. Mary's School DC Plan in MN ($30M); by covered participants it is Vanderheyden Hall Employee 403(b) Plan in NY (395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (395 participants); asset peers above are excluded.
- Vanderheyden Hall Employee 403(b) Plan (NY) 395 · 0 off
- Goshen Medical Center Retirement Plan (NC) 395 · 0 off
- Robert F. Kennedy Community Alliance 403(b) Plan (MA) 394 · 1 off
- Palmer College of Chiropractic 403(b) Plan (IA) 396 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.