Defined Benefit (Pension) · DOL Form 5500 · 2024

Atlantic Health System Pension Plan

Data updated 2026-08-25

$965M
Total assets Above avg plan size
5,100
Participants Above avg headcount
98th
Percentile by assets National rank
$189,175
Avg per participant Above avg balance/head
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Official DOL plan name: Employees' Cash Balance Plan of Atlantic Health System, Inc. · Sponsored by Atlantic Health System · New Jersey · Healthcare & Social Assistance

$965M in assets, 5,100 participants

Atlantic Health System's Employees' Cash Balance Plan of Atlantic Health System, Inc. reported $965M in total assets and 5,100 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.

  • #16,664 in Healthcare & Social Assistance (16,916 peers)

Coverage in New Jersey

Employees' Cash Balance Plan of Atlantic Health System, Inc. covers 5,100 participants in New Jersey, 6.0x the typical New Jersey plan (state average ~844 per filing). Assets: $965M.

#16,664
in Healthcare & Social Assistance (16,916 peers)
-0.5%
assets change YoY
9.7×
vs typical plan assets (national mean)

Employees' Cash Balance Plan of Atlantic Health System, Inc.'s outsized position by total assets

Employees' Cash Balance Plan of Atlantic Health System, Inc. vs every filed plan by assets

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

$964,792,720 Top 2% higher than 98% 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

Employees' Cash Balance Plan of Atlantic Health System, Inc.'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. Employees' Cash Balance Plan of Atlantic Health System, Inc. lands in the large band (5,100 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employees' Cash Balance Plan of Atlantic Health System, Inc. reported net income fell from $103M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Employees' Cash Balance Plan of Atlantic Health System, Inc. reported participants fell from 5,443 in the plan year 2023 filing to 5,100 in the plan year 2024 filing.
  • Employees' Cash Balance Plan of Atlantic Health System, Inc. end-of-year assets fell from $969M in the plan year 2023 filing to $965M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 223380375 · Atlantic Health System PY 2024 · Defined Benefit (Pension)

Employees' Cash Balance Plan of Atlantic Health System, Inc. · $965M · 5,100 · 98th

  • IND $965M
  • IND 5,100
  • IND 98th
  • IND Defined Benefit (Pension)
  • IND near Advocate Aurora Health Pension Plan
  • IND ind #16664

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 →

Employees' Cash Balance Plan of Atlantic Health System, Inc. in the asset neighbourhood

Ufcw Local One Pension Fund$968MExelon Pension Plan$967MAdvocate Aurora Health Pension PlanAdvocate Aurora Health Pensi…$966MEmployees' Cash Balance Plan of Atlantic Health System, Inc.Employees' Cash Balance Plan…$965MPipefitters Union Local No. 537 Pension FundPipefitters Union Local No. …$962M
End-of-year total assets ($M) among Employees' Cash Balance Plan of Atlantic Health System, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$969M
Net Assets (End of Year)$964M
Net Income$8M
Employer EIN223380375
Plan Effective Date1955-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atlantic Health System)

Sponsor-wide plan assets over time

All Atlantic Health System plans reported in each filing year

Latest sponsor-wide plan assets
$965M 11.681268921410119% vs 2022
2024 filing year
$850M$900M$950M$1,000M 202220232024 $864M $965M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 5,901 $864M
2023 1 5,443 $969M
2024 1 5,100 $965M

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Employees' Cash Balance Plan of Atlantic Health System, Inc. vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 -50510152025 Total assets ($B) Participants Employees' Cash Balance Plan of Atlantic Health System, Inc., Total assets ($B): 0.96479272 · Participants: 5100Employees' Cash Balance Plan of Atlantic Health System, Inc.Retirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
Employees' Cash Balance Plan of Atlantic Health System, Inc. vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Employees' Cash Balance Plan of Atlantic Health System, Inc. side-by-side with 3 peers →

Scale composition for Employees' Cash Balance Plan of Atlantic Health System, Inc.

Employees' Cash Balance Plan of Atlantic Health System, Inc. reports $965M in end-of-year assets across 5,100 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $189,175 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2024 was $8M.

This plan identity (EIN 223380375, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $864M to $965M (+11.7%) while covered participants moved from 5,901 to 5,100 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,901 $864M Open filing
2023 5,443 $969M Open filing
2024 · index core 5,100 $965M This page

Employees' Cash Balance Plan of Atlantic Health System, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Advocate Aurora Health Pension Plan in IL ($966M); by covered participants it is North Central States Regional Council of Carpenters Pension Fund in WI (5,105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($965M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,100 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 Employees' Cash Balance Plan of Atlantic Health System, Inc. assets move in 2024? ▼
Employees' Cash Balance Plan of Atlantic Health System, Inc. held essentially flat - down 0.5% during 2024, from $969M to $965M. Reported net income was $8M.
How have Atlantic Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atlantic Health System's sponsor-wide assets grew 11.7%, from $864M to $965M.
Where does Employees' Cash Balance Plan of Atlantic Health System, Inc. rank by assets among Form 5500 filers? ▼
Employees' Cash Balance Plan of Atlantic Health System, Inc. ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Employees' Cash Balance Plan of Atlantic Health System, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Advocate Aurora Health Pension Plan in IL ($966M, 10,936 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees' Cash Balance Plan of Atlantic Health System, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is North Central States Regional Council of Carpenters Pension Fund in WI (5,105 participants, $1.8B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 223380375.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.