Retirement plan
RWJBARNABAS HEALTH RETIREMENT INCOME PLAN
RWJ BARNABAS HEALTH, INC.EIN 22-2405279Plan #001PY 2024
2 CRESCENT PLACE - OCEANPORT, NJ 07757973-322-4400LinkedIn1001-5000 employeesnon-profit organization management
Other plans on this EIN
3 filingsProspect flagsHigh retiree %Low returnsLow employer contribution
Filing contacts
From the Form 5500, federal recordPlan sponsor & administrator signer
MICHELLE HARVEY
Signed 09/10/2025 (sponsor) / 09/10/2025 (admin)
(973) 322-4400Summary metrics
Total assets (EOY)
$755.7M
-0.3% from 2016
Total participants
16,177
+5.5% from 2016
Average account balance
$0
-100.0% from 2016
Annual return
1.09%
-10.32 pp from 2016
Benchmarks
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants5,000-9,999
Cohort186 peers
Snapshot2024
0
Participant deferral / active EE
$0
median $247
17
Employer contribution / active EE
$2,773
median $6,320
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
0
Admin fee / account holder
$0
19
Annual return
1.09%
median 6.71%
Overall peer rank
18of 100
18th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$755.69M
Average account balance
Total assets / participants with a balance (line 6g)
$47K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
10,768
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$15.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$3K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+1.09%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 4 by compensation
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON6 years Service code 11 · EIN 53-0181291 | Actuarial | $2,026,660 |
Service code 28 · EIN 33-0629048 | Investment Management | $1,316,654 |
NORTHERN TRUST COMPANY10+ years Service code 20 · EIN 36-1561860 | Trustee (individual); Direct payment ... | $720,558 |
WINSTON AND STRAWN7 years Service code 29 · EIN 36-1975990 | Legal | $41,570 |
Enrolled actuary
1 attachment
SB
ANTHONY M. CASALE
WILLIS TOWERS WATSON US LLC
Enrollment #2306579
150 JFK PARKWAY
SUITE 520
SHORT HILLS, NJ 07078
(973) 290-2577
Signed 2025-10-15
Top hat statement on fileNQDC
Filed September 15, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes1A
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
Opportunity flags
3 tripped
- OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
- OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
- InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Expense breakdown
Schedule H Part II
Admin total
$9.2M
$1704 / participant
- Investment mgmt$2M25.7%
- Legal$42K0.5%
- Actuarial$2M22.0%
- Other / not subdivided$5M51.9%
% of EOY assets
1.219%
all-in expense ratio
Categories reported
3 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- WITHUMSMITH+BROWN, PC
- Auditor EIN
- 222027092
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified