Other · DOL Form 5500 · 2024
Moorestown Visiting Nurse Association, Inc. Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 111
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $141,204
- Avg per participant Near avg balance/head
Official DOL plan name: Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan · Sponsored by Moorestown Visiting Nurse Association, Inc. · New Jersey · Healthcare & Social Assistance
$16M in assets, 111 participants
Moorestown Visiting Nurse Association, Inc.'s Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan reported $16M in total assets and 111 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.
- #11,898 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Jersey
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan covers 111 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $16M.
- #11,898
- in Healthcare & Social Assistance (16,916 peers)
- -21.7%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,673,677 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
Moorestown Visiting Nurse Association Contributory Tax Shelter 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. Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan sits mid-pack in the medium band (111 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan reported net income fell from $297K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan reported participants fell from 180 in the plan year 2023 filing to 111 in the plan year 2024 filing.
- Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan end-of-year assets fell from $20M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 210634998 · Moorestown Visiting Nurse Association, Inc. PY 2024 · Other
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan · $16M · 111 · 65th
- PART $16M
- PART 111
- PART 65th
- PART Other
- PART near Tax Deferred Annuity Plan of Visiting Nurse Association of Southeastern Connecticut
- PART ind #11898
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 →
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$4M |
| Employer EIN | 210634998 |
| Plan Effective Date | 1979-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Moorestown Visiting Nurse Association, Inc.)
Sponsor-wide plan assets over time
All Moorestown Visiting Nurse Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 20.563326787638196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $20M |
| 2023 | 1 | 180 | $20M |
| 2024 | 1 | 111 | $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
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Tax Deferred Annuity Plan of Visiting Nurse Association of Southeastern Connecticut in CT ($16M); by covered participants it is Camino Health Center Retirement Plan in CA (111 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 (111 participants); asset peers above are excluded.
- Camino Health Center Retirement Plan (CA) 111 · 0 off
- Suny Cobleskill Auxilary Services, Inc 403(b) Retirement Plan (NY) 111 · 0 off
- Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan (NC) 111 · 0 off
- Leo, Inc. 403(b) Plan (MA) 111 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.