Money Purchase · DOL Form 5500 · 2024
South Jersey Behavioral Health Resources, Inc. Money Purchase Plan
Data updated 2026-08-11
- $4M
- Total assets
- 104
- Participants
- 40th
- Percentile by assets
- $42,522
- Avg per participant
Official DOL plan name: Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. · Sponsored by South Jersey Behavioral Health Resources, Inc. · New Jersey · Healthcare & Social Assistance
$4M in assets, 104 participants
South Jersey Behavioral Health Resources, Inc.'s Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. reported $4M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- 40th percentile by assets (of 123,622 plans)
- #7,130 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Jersey
Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. covers 104 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $4M.
- $4M
- total plan assets (2024 EOY)
- 104
- covered participants
- 40th
- percentile by assets (of 123,622 plans)
- $42,522
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. reported net income fell from $422K in the plan year 2023 filing to $116K in the plan year 2024 filing.
- Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. reported participants rose from 101 in the plan year 2023 filing to 104 in the plan year 2024 filing.
- Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. end-of-year assets rose from $4M in the plan year 2023 filing to $4M 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. Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. reports 104 participants - about 12% of that state average ($4M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $116K |
| Employer EIN | 222560556 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Jersey Behavioral Health Resources, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $4M |
| 2023 | 1 | 101 | $4M |
| 2024 | 1 | 104 | $4M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- Princeton University Retirement Plan $2.4B · 8,833
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Ironworkers Local 11 Annuity Fund $395M · 1,148
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. by total assets, not by location.
- Uhhs Memorial Hospital of Geneva Employee Retirement Plan (OH) $4M · 32
- Barc Developmental Services Money Purchase Pension Plan (Mppp) (PA) $4M · 85
- Compass Family Services Retirement Plan (CA) $4M · 120
- Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust (FL) $4M · 163
Frequently Asked Questions
How did Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. assets move in 2024? ▼
How have South Jersey Behavioral Health Resources, Inc. plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc.? ▼
Next read for Employees' Retirement Plan of South Jers…
Filing takeaways
Ways to act on Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc.'s numbers.
- By total assets, Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- South Jersey Behavioral Health Resources, Inc.'s sponsor-wide assets have grown 13.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans