Other · DOL Form 5500 · 2024
Atlantic Health System Inc. Retirement Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 21,490
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $60,366
- Avg per participant Low balance/head
Official DOL plan name: Atlantic Health System 403(b) Retirement Savings Plan · Sponsored by Atlantic Health System Inc. · New Jersey · Healthcare & Social Assistance
$1.3B in assets, 21,490 participants
Atlantic Health System Inc.'s Atlantic Health System 403(b) Retirement Savings Plan reported $1.3B in total assets and 21,490 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #16,735 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Jersey
Atlantic Health System 403(b) Retirement Savings Plan covers 21,490 participants in New Jersey, 25x the typical New Jersey plan (state average ~844 per filing). Assets: $1.3B.
- #16,735
- in Healthcare & Social Assistance (16,916 peers)
- +27.2%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
Atlantic Health System 403(b) Retirement Savings Plan's outsized position by total assets
Atlantic Health System 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,297,256,025 Top 1% higher than 99% 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
Atlantic Health System 403(b) Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atlantic Health System 403(b) Retirement Savings Plan is a mega filing (21,490 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Atlantic Health System 403(b) Retirement Savings Plan end-of-year assets rose from $1.0B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
- Atlantic Health System 403(b) Retirement Savings Plan reported participants rose from 19,936 in the plan year 2023 filing to 21,490 in the plan year 2024 filing.
- Atlantic Health System 403(b) Retirement Savings Plan reported net income rose from $261M in the plan year 2023 filing to $277M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 521958352 · Atlantic Health System Inc. PY 2024 · Other
Atlantic Health System 403(b) Retirement Savings Plan · $1.3B · 21,490 · 99th
- TYPE $1.3B
- NET 21,490
- BOOK 99th
- VS-ST Other
- BOY near Board of Electrical Workers Local #26 I.a. Individual Account Plan
- SCH ind #16735
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 →
Atlantic Health System 403(b) Retirement Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $277M |
| Employer EIN | 521958352 |
| Plan Effective Date | 2018-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Atlantic Health System Inc.)
Sponsor-wide plan assets over time
All Atlantic Health System Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 70.89865676624596% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19,041 | $759M |
| 2023 | 1 | 19,936 | $1.0B |
| 2024 | 1 | 21,490 | $1.3B |
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
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
- The Cooper Health System 403(b) Plan $944M · 8,416
Scale composition for Atlantic Health System 403(b) Retirement Savings Plan
Atlantic Health System 403(b) Retirement Savings Plan reports $1.3B in end-of-year assets across 21,490 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $60,366 per participant (44% of the national average assets-per-participant) . Net income for plan year 2024 was $277M.
This plan identity (EIN 521958352, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $759M to $1.3B (+70.9%) while covered participants moved from 19,041 to 21,490 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 19,041 | $759M | Open filing |
| 2023 | 19,936 | $1.0B | Open filing |
| 2024 · index core | 21,490 | $1.3B | This page |
Atlantic Health System 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Board of Electrical Workers Local #26 I.a. Individual Account Plan in MD ($1.3B); by covered participants it is Norton Healthcare 403(b) Retirement Savings Plan in KY (21,863 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Board of Electrical Workers Local #26 I.a. Individual Account Plan (MD) $1.3B · 11,691
- Temple University Health System, Inc. 403(b) Plan (PA) $1.3B · 12,208
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan (TN) $1.3B · 6,588
- Lee Health System 403(b) Retirement Plan (FL) $1.3B · 16,909
Similar participant headcount
Nearest other-state filings by covered participants (21,490 participants); asset peers above are excluded.
- Norton Healthcare 403(b) Retirement Savings Plan (KY) 21,863 · 373 off
- Inova Health System 403(b) Plan (VA) 22,057 · 567 off
- University of Southern California Tax-Deferred Annuity Plan (CA) 20,886 · 604 off
- The University of Pennsylvania Matching Plan (PA) 22,110 · 620 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.