Other · DOL Form 5500 · 2024
Moorestown Visiting Nurse Association, Inc. Retirement Plan
Data updated 2026-08-11
- $16M
- Total assets
- 111
- Participants
- 65th
- Percentile by assets
- $141,204
- Avg per participant
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.
- 65th percentile by assets (of 123,622 plans)
- #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.
- $16M
- total plan assets (2024 EOY)
- 111
- covered participants
- 65th
- percentile by assets (of 123,622 plans)
- $141,204
- avg assets per participant
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.
Where Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan sits by total assets
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
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan reports 111 participants - about 13% of that state average ($16M EOY assets).
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.)
| 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.
Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan assets move in 2024? ▼
How have Moorestown Visiting Nurse Association, Inc. plan assets changed over time? ▼
Which Other plans are similar in size to Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan? ▼
Next read for Moorestown Visiting Nurse Association Co…
Filing takeaways
Ways to act on Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan's numbers.
- By total assets, Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New Jersey. Compare plans
- Moorestown Visiting Nurse Association, Inc.'s sponsor-wide assets have declined 20.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans