Other · DOL Form 5500 · 2024

Preferred Behavioral Health of Nj, Inc. Retirement Plan

Data updated 2026-08-25

$370K
Total assets Small plan by assets
16
Participants Small participant base
15th
Percentile by assets National rank
$23,109
Avg per participant Low balance/head
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Official DOL plan name: Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan · Sponsored by Preferred Behavioral Health of Nj, Inc. · New Jersey · Healthcare & Social Assistance

$370K in assets, 16 participants

Preferred Behavioral Health of Nj, Inc.'s Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan reported $370K in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,840 in Healthcare & Social Assistance (16,916 peers)

Preferred Behavioral Health of Nj, Inc. multi-year trail

Preferred Behavioral Health of Nj, Inc.'s plans moved +16.0% in assets from 2022 to 2024; this filing shows Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan at $370K / 16 participants.

#1,840
in Healthcare & Social Assistance (16,916 peers)
-32.4%
assets change YoY

The plan reported a net loss of $177K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan among the smaller filed plans by assets

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$369,745 15th percentile higher than 15% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan reported net income fell from $10K in the plan year 2023 filing to -$177K in the plan year 2024 filing.
  • Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan end-of-year assets fell from $547K in the plan year 2023 filing to $370K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 222196988 · Preferred Behavioral Health of Nj, Inc. PY 2024 · Other

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan · $370K · 16 · 15th

  • SCH $370K
  • EBSA 16
  • PART 15th
  • TYPE Other
  • NET near Dominic J. Medinger, Dds, Inc. 401(k) Plan
  • BOOK ind #1840

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 →

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan in the asset neighbourhood

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) PlanPreferred Behavioral Health …$370KDominic J. Medinger, Dds, Inc. 401(k) PlanDominic J. Medinger, Dds, In…$370KTadalyssa, Inc. Retirement PlanTadalyssa, Inc. Retirement P…$372KEdith Wharton Restoration Tax Deferred Annuity PlanEdith Wharton Restoration Ta…$373KSbk Timbers Two Retirement PlanSbk Timbers Two Retirement P…$374K
End-of-year total assets ($M) among Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Preferred Behavioral Health of Nj, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Preferred Behavioral Health of Nj, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 15.967278005238345% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $14.1M $16.4M ▲ +15.9%
Year Plans Participants Total Assets
2022 2 373 $14M
2023 2 382 $15M
2024 2 396 $16M

Preferred Behavioral Health of Nj, Inc. filing trail (2024)

Total Assets (Beginning of Year)$547K
Net Assets (End of Year)$370K
Net Income-$177K
Employer EIN222196988
Plan Effective Date2000-08-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan, Total assets ($B): 0.000369745 · Participants: 16Preferred Behavioral Health of Nj, Inc. ERISA 403(b) PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.804837689 · Participants: 16823Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.735336458 · Participants: 8763Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.498394819 · Participants: 28403Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.297256025 · Participants: 21490Atlantic Health System 403(b) Retirement Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.982278507 · Participants: 3501Educational Testing Service 403(b) Retirement Savings Plan
Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants

Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Dominic J. Medinger, Dds, Inc. 401(k) Plan in OH ($370K); by covered participants it is Candler Health System, Inc. Tax Deferred Plan for Employees in GA (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($370K here).

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan assets move in 2024?
Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan contracted severely - down 32.4% during 2024, from $547K to $370K. Reported net income was -$177K.
How have Preferred Behavioral Health of Nj, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Preferred Behavioral Health of Nj, Inc.'s sponsor-wide assets grew 16.0%, from $14M to $16M.
Where does Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan rank by assets among Form 5500 filers?
Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan?
Among Other plans in other states, the closest by assets is Dominic J. Medinger, Dds, Inc. 401(k) Plan in OH ($370K, 4 participants).
Which Other plans cover a similar participant headcount to Preferred Behavioral Health of Nj, Inc. ERISA 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Candler Health System, Inc. Tax Deferred Plan for Employees in GA (16 participants, $2M in assets).