Defined Benefit (Pension) · DOL Form 5500 · 2024
Visiting Nurse Association Health Group, Inc. Pension Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $827,050
- Avg per participant High balance/head
Official DOL plan name: Visiting Nurse Association in Middlesex County Pension Plan · Sponsored by Visiting Nurse Association Health Group, Inc. · New Jersey · Healthcare & Social Assistance
$18M in assets, 22 participants
Visiting Nurse Association Health Group, Inc.'s Visiting Nurse Association in Middlesex County Pension Plan reported $18M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #12,391 in Healthcare & Social Assistance (16,916 peers)
Visiting Nurse Association Health Group, Inc. multi-year trail
Visiting Nurse Association Health Group, Inc.'s plans moved +29.5% in assets from 2022 to 2024; this filing shows Visiting Nurse Association in Middlesex County Pension Plan at $18M / 22 participants.
- #12,391
- in Healthcare & Social Assistance (16,916 peers)
- +5.9%
- assets growth YoY
Visiting Nurse Association in Middlesex County Pension Plan's outsized position by total assets
Visiting Nurse Association in Middlesex County Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,195,094 Top 32% higher than 68% 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
Visiting Nurse Association in Middlesex County Pension 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. Visiting Nurse Association in Middlesex County Pension Plan is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Visiting Nurse Association in Middlesex County Pension Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Visiting Nurse Association in Middlesex County Pension Plan reported participants fell from 24 in the plan year 2023 filing to 22 in the plan year 2024 filing.
- Visiting Nurse Association in Middlesex County Pension Plan end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 222500029 · Visiting Nurse Association Health Group, Inc. PY 2024 · Defined Benefit (Pension)
Visiting Nurse Association in Middlesex County Pension Plan · $18M · 22 · 68th
- PCT $18M
- EIN 22
- RANK 68th
- PHOTO Defined Benefit (Pension)
- IND near Energy Harbor Pension Plan for Collectively Bargained Employees
- EOY ind #12391
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 →
Visiting Nurse Association in Middlesex County Pension Plan in the asset neighbourhood
Visiting Nurse Association Health Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Visiting Nurse Association Health Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $159M 29.459340576998354% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,471 | $123M |
| 2023 | 3 | 2,484 | $145M |
| 2024 | 3 | 4,028 | $159M |
Visiting Nurse Association Health Group, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $1M |
| Employer EIN | 222500029 |
| Plan Effective Date | 1971-07-01 |
| Filing Status | FILING RECEIVED |
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
Visiting Nurse Association in Middlesex County Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Energy Harbor Pension Plan for Collectively Bargained Employees in OH ($18M); by covered participants it is Lamesa National Bank Pension Plan in TX (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Lamesa National Bank Pension Plan (TX) 22 · 0 off
- Retirement & Benefit Plan of Guest Services, Inc. (VA) 22 · 0 off
- Sugar River Bank Pension Plan (NH) 22 · 0 off
- Pension Plan for the Staff of the Ct Laborers Fund (CT) 22 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.