Other · DOL Form 5500 · 2024
Capital Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $450M
- Total assets Above avg plan size
- 5,966
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $75,434
- Avg per participant Below avg balance/head
Official DOL plan name: Capital Health Retirement Savings & Investment Plan · Sponsored by Capital Health System, Inc. · New Jersey · Healthcare & Social Assistance
$450M in assets, 5,966 participants
Capital Health System, Inc.'s Capital Health Retirement Savings & Investment Plan reported $450M in total assets and 5,966 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,414 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Jersey
Capital Health Retirement Savings & Investment Plan covers 5,966 participants in New Jersey, 7.1x the typical New Jersey plan (state average ~844 per filing). Assets: $450M.
- #16,414
- in Healthcare & Social Assistance (16,916 peers)
- +19.5%
- assets growth YoY
- 4.5×
- vs typical plan assets (national mean)
Capital Health Retirement Savings & Investment Plan's outsized position by total assets
Capital Health Retirement Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$450,039,551 Top 3% higher than 97% 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
Capital Health Retirement Savings & Investment Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital Health Retirement Savings & Investment Plan lands in the large band (5,966 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Capital Health Retirement Savings & Investment Plan end-of-year assets rose from $377M in the plan year 2023 filing to $450M in the plan year 2024 filing.
- Capital Health Retirement Savings & Investment Plan reported participants rose from 5,717 in the plan year 2023 filing to 5,966 in the plan year 2024 filing.
- Capital Health Retirement Savings & Investment Plan reported net income fell from $75M in the plan year 2023 filing to $74M in the plan year 2024 filing.
DOL schedule card
Filing strip 223548695 · Capital Health System, Inc. PY 2024 · Other
Capital Health Retirement Savings & Investment Plan · $450M · 5,966 · 97th
- SCH $450M
- EBSA 5,966
- PART 97th
- TYPE Other
- NET near Firsthealth of the Carolinas, Inc. Matching Savings Plan
- BOOK ind #16414
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 →
Capital Health Retirement Savings & Investment Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $377M |
|---|---|
| Net Assets (End of Year) | $450M |
| Net Income | $74M |
| Employer EIN | 223548695 |
| Plan Effective Date | 1991-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capital Health System, Inc.)
Sponsor-wide plan assets over time
All Capital Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $452M 26.792961135602827% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,024 | $357M |
| 2023 | 2 | 6,581 | $429M |
| 2024 | 2 | 6,778 | $452M |
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
Scale composition for Capital Health Retirement Savings & Investment Plan
Capital Health Retirement Savings & Investment Plan reports $450M in end-of-year assets across 5,966 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $75,434 per participant (55% of the national average assets-per-participant) . Net income for plan year 2024 was $74M.
This plan identity (EIN 223548695, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $302M to $450M (+49.1%) while covered participants moved from 5,079 to 5,966 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,079 | $302M | Open filing |
| 2023 | 5,717 | $377M | Open filing |
| 2024 · index core | 5,966 | $450M | This page |
Capital Health Retirement Savings & Investment Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Firsthealth of the Carolinas, Inc. Matching Savings Plan in NC ($451M); by covered participants it is Tcwglobal 401(k) Plan in CA (5,961 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($450M here).
- Firsthealth of the Carolinas, Inc. Matching Savings Plan (NC) $451M · 5,933
- Independent School Collaborative Multiple Employer Plan (NC) $449M · 3,563
- Electrical Workers Local 369 Retirement Fund (KY) $453M · 3,350
- Community Memorial Health System 403(b) Plan (CA) $454M · 3,133
Similar participant headcount
Nearest other-state filings by covered participants (5,966 participants); asset peers above are excluded.
- Tcwglobal 401(k) Plan (CA) 5,961 · 5 off
- Stormont-Vail Healthcare Employee 403(b) Plan (KS) 5,973 · 7 off
- Rady Children's Hospital- San Diego 403(b) Plan (CA) 5,957 · 9 off
- Retirement Savings Plan III (FL) 5,930 · 36 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.