Defined Benefit (Pension) · DOL Form 5500 · 2024
Rwj Barnabas Health, Inc. Pension Plan
Data updated 2026-08-25
- $756M
- Total assets Above avg plan size
- 5,841
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $129,376
- Avg per participant Near avg balance/head
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.
- #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.
- #16,586
- in Healthcare & Social Assistance (16,916 peers)
- -5.2%
- assets change YoY
- 7.6×
- vs typical plan assets (national mean)
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.
Rwjbarnabas Health Retirement Income Plan's outsized position by total assets
Rwjbarnabas Health Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$755,687,411 Top 2% higher than 98% 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
Rwjbarnabas Health Retirement Income Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rwjbarnabas Health Retirement Income Plan lands in the large band (5,841 participants).
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.
Form 5500 schedule snapshot
Filing strip 222405279 · Rwj Barnabas Health, Inc. PY 2024 · Defined Benefit (Pension)
Rwjbarnabas Health Retirement Income Plan · $756M · 5,841 · 98th
- PCT $756M
- PCT 5,841
- PCT 98th
- PCT Defined Benefit (Pension)
- PCT near International Union of Operating Engineers Local Union No. 478, a-C-D-E Pension Plan
- PCT ind #16586
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 →
Rwjbarnabas Health Retirement Income Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Rwj Barnabas Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.2B 25.93967778789309% vs 2022
- 2024 filing year
| 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.
- 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)
Rwjbarnabas Health Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is International Union of Operating Engineers Local Union No. 478, a-C-D-E Pension Plan in CT ($759M); by covered participants it is GE Energy Pension Plan in NY (5,829 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($756M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,841 participants); asset peers above are excluded.
- GE Energy Pension Plan (NY) 5,829 · 12 off
- Henry Ford Health System Allegiance Combined Pension Plan (MI) 5,863 · 22 off
- Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan (GA) 5,814 · 27 off
- Usg Corporation Retirement Plan (IL) 5,930 · 89 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.