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Employer · plans filed under one EIN

New Jersey Hospital Association

Princeton, NJ · Other services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$61.1Mnet assets across plans
445participant records242 active
$662Kemployer contributions, latest plan years$2,735 per active record
$61KSchedule C compensation to organisations$137.01 per participant record

New Jersey Hospital Association, based in Princeton, New Jersey, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 445 participant records and $61.1M in net assets.

The largest is New Jersey Hospital Association Cash Balance Plan, a cash balance pension plan with 245 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $662K and participant contributions $1.3M in the latest plan years; benefits paid were $8.6M. Schedule C compensation reported to service provider organisations totalled $61K.

Combined net assets moved from $14.0M in 2009 to $61.1M in 2024 (up 335%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
New Jersey Hospital Association Cash Balance Plancash balance pension plan2024245$23.7M$96,718$3,472$60K
New Jersey Hospital Association Salary Deferral Plan401(k) plan2024200$37.4M$186,822$2,141$856
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $14.0M2010: $16.4M2011: $15.5M2012: $34.8M2013: $39.4M2014: $39.7M2015: $39.7M2016: $42.7M2017: $49.4M2018: $46.0M2019: $55.7M2020: $61.9M2021: $65.4M2022: $54.2M2023: $60.9M2024: $61.1M$14.0M$65.4M$61.1M20092012201620202024
Combined net assets
2009: 2162010: 2192011: 2122012: 4862013: 4792014: 5192015: 5022016: 5232017: 5252018: 5122019: 4962020: 4782021: 4542022: 4322023: 4332024: 44521652544520092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242445$61.1M$662K$1.3M
20232433$60.9M$869K$1.4M
20222432$54.2M$1.0M$1.3M
20212454$65.4M$1.0M$1.2M
20202478$61.9M$1.1M$1.3M
20192496$55.7M$1.1M$1.2M
20182512$46.0M$1.1M$1.2M
20172525$49.4M$1.0M$1.1M
20162523$42.7M$1.0M$1.0M
20152502$39.7M$1.0M$964K
20142519$39.7M$1.0M$959K
20132479$39.4M$1.5M$890K
20122486$34.8M$1.5M$897K
20111212$15.5M$241K$881K
20101219$16.4M$259K$941K
20091216$14.0M$273K$960K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Buck Global, LLCActuarial; Consulting (pension)1$44,861
The Concord Advisory GroupInvestment advisory (plan)1$8,186
U.S. Bank National Association—1$7,067
Fidelity Investments InstitutionalParticipant loan processing1$856

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Buck Global, LLC$45K
The Concord Advisory Group$8,186
U.S. Bank National Association$7,067
Fidelity Investments Institutional$856

Questions and answers

How many retirement plans does New Jersey Hospital Association have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: New Jersey Hospital Association Cash Balance Plan and New Jersey Hospital Association Salary Deferral Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does New Jersey Hospital Association contribute to its plans?

$661,938 in employer contributions across these plans in their latest plan years, about $2,735 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Buck Global, LLC, The Concord Advisory Group, U.S. Bank National Association and Fidelity Investments Institutional. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.