Defined Benefit (Pension) · DOL Form 5500 · 2024
Rwj Barnabas Health, Inc. Pension Plan
Data updated 2026-08-11
- $756M
- Total assets
- 5,841
- Participants
- 98th
- Percentile by assets
- $129,376
- Avg per participant
Official DOL plan name: Rwjbarnabas Health Retirement Income Plan · Sponsored by Rwj Barnabas Health, Inc. · New Jersey · Healthcare & Social Assistance
$756M in assets, 5,841 participants
Rwj Barnabas Health, Inc.'s Rwjbarnabas Health Retirement Income Plan reported $756M in total assets and 5,841 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #16,586 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Jersey
Rwjbarnabas Health Retirement Income Plan covers 5,841 participants in New Jersey, 6.9x the typical New Jersey plan (state average ~844 per filing). Assets: $756M.
- $756M
- total plan assets (2024 EOY)
- 5,841
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $129,376
- avg assets per participant
The plan reported a net loss of $43M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rwjbarnabas Health Retirement Income Plan reported net income fell from $4M in the plan year 2023 filing to -$43M in the plan year 2024 filing.
- Rwjbarnabas Health Retirement Income Plan reported participants fell from 6,323 in the plan year 2023 filing to 5,841 in the plan year 2024 filing.
- Rwjbarnabas Health Retirement Income Plan end-of-year assets fell from $797M in the plan year 2023 filing to $756M 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. Rwjbarnabas Health Retirement Income Plan reports 5,841 participants - 6.9x that state average ($756M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $797M |
|---|---|
| Net Assets (End of Year) | $741M |
| Net Income | -$43M |
| Employer EIN | 222405279 |
| Plan Effective Date | 1971-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rwj Barnabas Health, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 60,912 | $4.1B |
| 2023 | 3 | 63,999 | $4.7B |
| 2024 | 3 | 61,729 | $5.2B |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Rwjbarnabas Health Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
- Retirement Plan of Johnson and Johnson $21.1B · 37,882
- JPMorgan Chase Retirement Plan $16.1B · 83,812
- Nokia Retirement Income Plan $12.9B · 7,280
- The Prudential Merged Retirement Plan $12.0B · 16,233
- Merck US Pension Plan $10.1B · 26,843
Scale composition for Rwjbarnabas Health Retirement Income Plan
Rwjbarnabas Health Retirement Income Plan reports $756M in end-of-year assets across 5,841 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $129,376 per participant (94% of the national average assets-per-participant) . Net income for plan year 2024 was -$43M.
This plan identity (EIN 222405279, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $792M to $756M (-4.6%) while covered participants moved from 6,874 to 5,841 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,874 | $792M | Open filing |
| 2023 | 6,323 | $797M | Open filing |
| 2024 · index core | 5,841 | $756M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Rwjbarnabas Health 401(k) Savings Plan (401(k), $3.0B, 27,485 participants)
- Rwjbarnabas Health 403(b) Savings Plan (Other, $1.5B, 28,403 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Rwjbarnabas Health Retirement Income Plan by total assets, not by location.
- International Union of Operating Engineers Local Union No. 478, a-C-D-E Pension Plan (CT) $759M · 2,388
- Local 817 Ibt Pension Fund (NY) $753M · 1,079
- District No. 9 International Association of Machin Aerospace Workers Pension Plan (MO) $749M · 2,181
- Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 (PA) $762M · 1,859
Frequently Asked Questions
How did Rwjbarnabas Health Retirement Income Plan assets move in 2024? ▼
How have Rwj Barnabas Health, Inc. plan assets changed over time? ▼
Where does Rwjbarnabas Health Retirement Income Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Rwjbarnabas Health Retirement Income Plan's numbers.
- By total assets, Rwjbarnabas Health Retirement Income Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
- Rwj Barnabas Health, Inc.'s sponsor-wide assets have grown 25.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans