Capital Health Retirement Savings & Investment Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Capital Health System, Inc. · New Jersey · Healthcare & Social Assistance
What the 2023 filing shows
Capital Health Retirement Savings & Investment Plan holds $450M for 5,966 participants — about $75,434 per participant, up 19.5% over the 2024 plan year.
- $450M
- total plan assets (2024 EOY)
- 5,966
- covered participants
- $75,434
- avg assets per participant
- +19.5%
- assets growth YoY
What the Filing Says About Capital Health Retirement Savings & Investment Plan
Capital Health Retirement Savings & Investment Plan is a Profit Sharing retirement plan sponsored by Capital Health System, Inc., headquartered in New Jersey. As of the 2024 Form 5500 filing, the plan reports $450M in total end-of-year assets and covers 5,966 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 223548695, and the plan has been effective since 1991-04-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $377M at the beginning of 2024 to $450M at year-end — a gain of 19.5%. Net assets (after liabilities) closed the year at $450M, with reported net income of $74M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $377M |
| Total Assets (End of Year) | $450M |
| Net Assets (End of Year) | $450M |
| Net Income | $74M |
| Plan Type | Profit Sharing |
| Employer EIN | 223548695 |
| Plan Effective Date | 1991-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capital Health System, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,024 | $357M |
| 2023 | 2 | 6,581 | $429M |
| 2024 | 2 | 6,778 | $452M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Princeton University Retirement Plan $2.1B · 8,456
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.7B · 17,739
- Princeton University Retirement Savings Plan $1.5B · 7,955
- Kenvue Savings Plan $1.1B · 4,039
Related Data
Guides
Frequently Asked Questions
How much money is in the Capital Health Retirement Savings & Investment Plan? ▼
What type of plan is Capital Health Retirement Savings & Investment Plan? ▼
Who sponsors the Capital Health Retirement Savings & Investment Plan? ▼
How did Capital Health Retirement Savings & Investment Plan perform in 2024? ▼
Where can I find official filings for Capital Health Retirement Savings & Investment Plan? ▼
How does Capital Health Retirement Savings & Investment Plan compare to other plans? ▼
Explore PlainRetire
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 223548695.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.