Other · DOL Form 5500 · 2024

Capital Health System, Inc. Retirement Plan

Data updated 2026-07-24

$450M
Total assets: 5,966
Participants: 97th
Percentile by assets: $75,434
Avg per participant

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.

97th percentile by assets (of 116,472 plans)

Coverage in New Jersey

Capital Health Retirement Savings & Investment Plan covers 5,966 participants in New Jersey, 6.9x the typical New Jersey plan (state average ~865 per filing). Assets: $450M.

$450M
total plan assets (2024 EOY): 5,966
covered participants: 97th
percentile by assets (of 116,472 plans): $75,434
avg assets per participant

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.

See the national 2023→2024 release diff →

State

New Jersey

Industry

Healthcare & Social Assistance

Participants vs New Jersey filers

In New Jersey, the average filing covers about 865 participants across 3,927 plans. Capital Health Retirement Savings & Investment Plan reports 5,966 participants - 6.9x that state average ($450M EOY assets).

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.)

Total plan assets by year, all Capital Health System, Inc. plans on file

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.

Capital Health Retirement Savings & Investment Plan vs. nearby Other plans in New Jersey, assets vs. participants

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

Compare Capital Health Retirement Savings & Inve… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Capital Health Retirement Savings & Investment Plan by total assets, not by location.

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

Frequently Asked Questions

How did Capital Health Retirement Savings & Investment Plan assets move in 2024? ▼

Capital Health Retirement Savings & Investment Plan grew sharply - up 19.5% during 2024, from $377M to $450M. Reported net income was $74M.

How have Capital Health System, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Capital Health System, Inc.'s sponsor-wide assets grew 26.8%, from $357M to $452M.

Where does Capital Health Retirement Savings & Investment Plan rank by assets among Form 5500 filers? ▼

Capital Health Retirement Savings & Investment Plan ranks in the 97th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Capital Health Retirement Savings & Investment Plan? ▼

Among Other plans in other states, the closest by assets is Firsthealth of the Carolinas, Inc. Matching Savings Plan in NC ($451M, 5,933 participants).

Next read for Capital Health Retirement Savings & Inve…

Filing takeaways

Ways to act on Capital Health Retirement Savings & Investment Plan's numbers.

By total assets, Capital Health Retirement Savings & Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in New Jersey. Compare plans
Capital Health System, Inc.'s sponsor-wide assets have grown 26.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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.

Read our methodology - how this data is sourced, computed, and verified.

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