Other · DOL Form 5500 · 2024
Bright Harbor Healthcare Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 362
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $43,153
- Avg per participant Low balance/head
Official DOL plan name: Bright Harbor Healthcare Tax Sheltered Annuity Plan · Sponsored by Bright Harbor Healthcare · New Jersey · Healthcare & Social Assistance
$16M in assets, 362 participants
Bright Harbor Healthcare's Bright Harbor Healthcare Tax Sheltered Annuity Plan reported $16M in total assets and 362 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #11,889 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Jersey
Bright Harbor Healthcare Tax Sheltered Annuity Plan covers 362 participants in New Jersey, about 43% of the average New Jersey filer (state average ~844 per filing). Assets: $16M.
- #11,889
- in Healthcare & Social Assistance (16,916 peers)
- +17.7%
- assets growth YoY
Bright Harbor Healthcare Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Bright Harbor Healthcare Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,621,508 Top 35% higher than 65% 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
Bright Harbor Healthcare Tax Sheltered Annuity 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. Bright Harbor Healthcare Tax Sheltered Annuity Plan sits mid-pack in the medium band (362 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bright Harbor Healthcare Tax Sheltered Annuity Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Bright Harbor Healthcare Tax Sheltered Annuity Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Bright Harbor Healthcare Tax Sheltered Annuity Plan reported participants rose from 341 in the plan year 2023 filing to 362 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 210722291 · Bright Harbor Healthcare PY 2024 · Other
Bright Harbor Healthcare Tax Sheltered Annuity Plan · $16M · 362 · 65th
- ASSETS $16M
- ASSETS 362
- ASSETS 65th
- ASSETS Other
- ASSETS near 403b Thrift Plan of Vista Del Mar Child and Family Services
- ASSETS ind #11889
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 →
Bright Harbor Healthcare Tax Sheltered Annuity Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 210722291 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bright Harbor Healthcare)
Sponsor-wide plan assets over time
All Bright Harbor Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 30.07289873861452% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 314 | $12M |
| 2023 | 1 | 341 | $13M |
| 2024 | 1 | 362 | $16M |
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
Bright Harbor Healthcare Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is 403b Thrift Plan of Vista Del Mar Child and Family Services in CA ($16M); by covered participants it is Jewish Community Centers of Greater Boston, Inc. 403(b) Retirement Plan in MA (362 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (362 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.