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Sponsor portfolioTH

NEW JERSEY HEALTH FOUNDATION

EIN 03-0430873-non-profit organization management-Latest filing 2025
Plans
3
Retirement
3
$10.5M assets
Welfare
0
Participants
96
155 VILLAGE BLVD STE 130 - PRINCETON, NJ 085405765908-731-6610njhealthfoundation.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
3 filings
#002401k-$5.5M - 19 part#001403b-$3.7M - 63 part#003403b-$1.3M - 14 part

Retirement portfolio analytics

3 plans aggregated / $10.5M assets / 96 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • HEALTH FOUNDATION 401(K) (#002)52%
  • UMDNJ 403B PLAN (#001)35%
  • FOUNDATION 403B PLAN (#003)13%
Total $10.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UMDNJ 403B PLAN (#001)63
  • HEALTH FOUNDATION 401(K) (#002)19
  • FOUNDATION 403B PLAN (#003)14
Total 96Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NEW JERSEY HEALTH FOUNDATION 401(K) PLAN

401k

Assets$5.5M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

FOUNDATION OF UMDNJ 403B PLAN

403b

Assets$3.7M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

NEW JERSEY HEALTH FOUNDATION 403B PLAN

403b

Assets$1.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002NEW JERSEY HEALTH FOUNDATION 401(K) PLAN401k$5.5M192025
001FOUNDATION OF UMDNJ 403B PLAN403b$3.7M632025
003NEW JERSEY HEALTH FOUNDATION 403B PLAN403b$1.3M142025
Retirement plans
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