How big is Atlantic Health System Inc.'s plan?

Atlantic Health System Inc.'s plan reported $1.3B in assets and 22,873 participants for 2024.

Original filing (PDF)20251014124558NAL0002795505001

Atlantic Health System Inc.

Name: Atlantic Health System Inc. — Atlantic Health System, Form 5500 (2024)
Creator: Atlantic Health System Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Atlantic Health System 403(b) Retirement Savings Plan

403(b) retirement plan · Atlantic Health System Inc.'s Atlantic Health System 403(b) Retirement Savings Plan held $1.3B in plan assets for 22,873 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

22,873

Accounts w/ balance

24,508

Plan assets (EOY)

$1.3B

Net assets (EOY)

$1.3B

People on this filing

Nicole Petralia signed Atlantic Health System Inc.'s 2024 Form 5500 as plan administrator.

Nicole Petralia — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Atlantic Health System Inc.'s EIN is 52-1958352.

EIN 52-1958352

Plan number 006

Plan year 2024

ACK ID 20251014124558NAL0002795505001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Atlantic Health System Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Atlantic Health System Inc.'s plan includes ERISA 404(c) participant direction, automatic enrollment, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

200 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Plan sponsor

Name

ATLANTIC HEALTH SYSTEM INC.

EIN

all filings

Address

475 SOUTH STREET · MORRISTOWN, NJ · 07962

Phone

(862) 260-3786

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2S · Automatic enrollment

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

WISS & COMPANY,LLP

Trustee / custodian

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	—	NONE	$1.2M	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILLIS TOWERS WATSON US LLC	53-0181291	—	NONE	$112K	—

Investments

200 direct securities· $1.3B(98% of reported assets)

Mutual Funds

$944.7M

74 holdings

Common Collective Trusts

$136.6M

17 holdings

Other securities

$123.4M

98 holdings

Common Stocks

$55.6M

9 holdings

Bonds / Notes

$15.2M

1 holding

U.S. Treasuries

$252K

1 holding

					% of plan
Fidelity Investments Fidelity Investments 500 Index	Common Collective Trusts	—	—	$135.4M	10.4%
The Vanguard Group The Vanguard Group Instl Target Retirement 2055 Instl	Mutual Funds	—	—	$120.4M	9.3%
The Vanguard Group The Vanguard Group Instl Target Retirement 2030 Instl	Mutual Funds	—	—	$113.5M	8.8%
The Vanguard Group The Vanguard Group Instl Target Retirement 2040 Instl	Mutual Funds	—	—	$103.4M	8.0%
T. Rowe Price Investments T. Rowe Price Investments Instl Large Cap Growth	Other securities	—	—	$98.6M	7.6%
The Vanguard Group The Vanguard Group Instl Target Retirement 2050 Instl	Mutual Funds	—	—	$97.3M	7.5%
The Vanguard Group The Vanguard Group Instl Target Retirement 2035 Instl	Mutual Funds	—	—	$94.6M	7.3%
The Vanguard Group The Vanguard Group Instl Target Retirement 2045 Instl	Mutual Funds	—	—	$92.0M	7.1%
The Vanguard Group The Vanguard Group Instl Target Retirement 2025 Instl	Mutual Funds	—	—	$78.7M	6.1%
Group Annuity Contract with Insurance Company - Empower Annuity Insurance Company of America Empower Guaranteed Interest Fund	Common Stocks	—	—	$55.4M	4.3%
The Vanguard Group The Vanguard Group Instl Target Retirement 2020 Instl	Mutual Funds	—	—	$36.7M	2.8%
Dimensional Fund Advisors DFA US Targeted Value I	Mutual Funds	—	—	$33.2M	2.6%
Dodge & Cox Funds Dodge & Cox Stock X	Mutual Funds	—	—	$33.0M	2.5%
The Vanguard Group The Vanguard Group Instl Target Retirement 2060 Instl	Mutual Funds	—	—	$29.6M	2.3%
MFS Instl International Equity	Mutual Funds	—	—	$24.2M	1.9%
PIMCO Total Return Instl	Mutual Funds	—	—	$23.5M	1.8%
Fidelity Investments Fidelity Investments Extended Market Index	Mutual Funds	—	—	$20.2M	1.6%
The Vanguard Group The Vanguard Group Instl Target Retirement 2065 Instl	Mutual Funds	—	—	$15.8M	1.2%
Notes receivable from participants Interest rate - 4.25% - 9.50%	Bonds / Notes	—	—	$15.2M	1.2%
Meridian Growth Institutional	Other securities	—	—	$13.0M	1.0%
The Vanguard Group The Vanguard Group Target Retirement Inc Instl	Mutual Funds	—	—	$10.9M	0.8%
State Street State Street Aggregate Bond Index K	Other securities	—	—	$8.7M	0.7%
Fidelity Investments Fidelity Investments Total Intl Index Instl Premium	Mutual Funds	—	—	$5.0M	0.4%
Dimensional Fund Advisors DFA Emerging Markets Core Equity I	Mutual Funds	—	—	$4.7M	0.4%
PIMCO Inflation Response Multiasst Instl	Mutual Funds	—	—	$3.3M	0.3%
Schwab Funds Schwab Treasury Oblig Money Ultra	Mutual Funds	—	—	$1.3M	<0.1%
The Vanguard Group The Vanguard Group Instl Target Retirement 2070 Instl	Mutual Funds	—	—	$1.2M	<0.1%
T. Rowe Price Investments T. Rowe Price Capital Appreciation	Other securities	—	—	$866K	<0.1%
Schwab Funds Schwab S&P 500 Index	Common Collective Trusts	—	—	$762K	<0.1%
Schwab Funds Schwab Government Money	Mutual Funds	—	—	$506K	<0.1%
T. Rowe Price Investments T. Rowe Price Us High Yield	Other securities	—	—	$304K	<0.1%
Schwab Funds Schwab Us Treasury Money Investor	U.S. Treasuries	—	—	$252K	<0.1%
The Pacific Financial Group Pfg American Funds Growth Strategy R	Mutual Funds	—	—	$251K	<0.1%
T. Rowe Price Investments T. Rowe Price All-Cap Opportunities Fund	Other securities	—	—	$200K	<0.1%
Baron Capital Group Baron Partners Retail	Common Stocks	—	—	$185K	<0.1%
Schwab Funds Schwab Value Advantage Money Investor Shares	Mutual Funds	—	—	$179K	<0.1%
Fidelity Investments Fidelity Contrafund	Mutual Funds	—	—	$174K	<0.1%
Fidelity Investments Fidelity Select Semiconductors	Mutual Funds	—	—	$172K	<0.1%
Virtus Opportunities Virtus Duff & Phelps Water A	Other securities	—	—	$152K	<0.1%
Fidelity Investments Fidelity Select Gold	Mutual Funds	—	—	$137K	<0.1%
Rydex Funds Rydex Inverse S&P 500 Strategy Inv	Common Collective Trusts	—	—	$104K	<0.1%
Amana Growth Investor	Other securities	—	—	$74K	<0.1%
Eaton Vance Parametric Commodity Strategy I	Other securities	—	—	$66K	<0.1%
The Vanguard Group Vanguard Total Stock Mkt Idx Adm	Common Collective Trusts	—	—	$65K	<0.1%
Columbia Threadneedle Investments Columbia Global Technology Growth A	Other securities	—	—	$63K	<0.1%
Janus Henderson Janus Henderson Glb Tech And Innovt T	Mutual Funds	—	—	$60K	<0.1%
Fidelity Investments Fidelity Japan	Mutual Funds	—	—	$56K	<0.1%
T. Rowe Price Investments T. Rowe Price Global Consumer	Other securities	—	—	$56K	<0.1%
T. Rowe Price Investments T. Rowe Price Science & Tech	Other securities	—	—	$54K	<0.1%
The Vanguard Group Vanguard Energy Inv	Mutual Funds	—	—	$51K	<0.1%