Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

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
Total Assets (2023)
$450M
Participants
5,966
State
Industry
Healthcare & Social Assistance

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 TypeProfit Sharing
Employer EIN223548695
Plan Effective Date1991-04-01
Filing StatusFILING 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.

Frequently Asked Questions

How much money is in the Capital Health Retirement Savings & Investment Plan?
As of the 2024 Form 5500 filing, Capital Health Retirement Savings & Investment Plan holds $450M in total assets with 5,966 participants. It is sponsored by Capital Health System, Inc..
What type of plan is Capital Health Retirement Savings & Investment Plan?
Capital Health Retirement Savings & Investment Plan is a Profit Sharing plan. It has been effective since 1991-04-01. The plan is filed with the U.S. Department of Labor under EIN 223548695.
Who sponsors the Capital Health Retirement Savings & Investment Plan?
Capital Health Retirement Savings & Investment Plan is sponsored by Capital Health System, Inc., located in New Jersey. The sponsor's EIN is 223548695 and the plan operates in the Healthcare & Social Assistance industry.
How did Capital Health Retirement Savings & Investment Plan perform in 2024?
Capital Health Retirement Savings & Investment Plan grew by 19.5% during 2024, moving from $377M to $450M in total assets. Net income was $74M.
Where can I find official filings for Capital Health Retirement Savings & Investment Plan?
Official Form 5500 filings for Capital Health Retirement Savings & Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 223548695 or plan name at efast.dol.gov.
How does Capital Health Retirement Savings & Investment Plan compare to other plans?
You can compare Capital Health Retirement Savings & Investment Plan against other Profit Sharing plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.