Atlantic Health System pension plans

Atlantic Health System Inc., Morristown, NJ. EIN 52-1958352. Annual reports 2009–2024. Also filed as Newton Memorial Hospital; Ahs Hospital Corp.; Atlantic Health System; Forrest S. Chilton III Memorial Hospital Association.

Atlantic Health System Inc. has 2 active retirement plans on file. The largest is the Atlantic Health System 403(b) Retirement Savings Plan, with 25,995 participants and $1.3 billion in assets in 2024. Empower has been its recordkeeper since 2018.

Active plans
2
Participants
35,356
Plan assets
$2.3 billion
401(k) recordkeeper
Empower
Plans on file
6
Industry
Health care

All 6 plans

Active plans first

Atlantic Health System 403(b) Retirement Savings Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
006Employer EIN 52-1958352
Participants (2024)
25,995
Net assets (2024)
$1.3 billion
Recordkeeper
EmpowerEarlier: Metropolitan Life Insurance (2013–2017), MassMutual (2010–2012)
Plan administrator
Atlantic Health System Inc.
475 South Street
Morristown, NJ 07962
(862) 260-3786As filed for 2024
In effect since
June 1, 2018

Plans merged into this one: Chilton Memorial Hospital 403(b) Savings Plan (2015).

Earlier sponsors: Newton Memorial Hospital (2009–2011); Ahs Hospital Corp. (2012).

Earlier plan names: Newton Memorial Hospital Defined Contribution Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202425,995$1.3 billionEmpower
202324,413$1.0 billionEmpower
202222,740$759 millionEmpower
202121,570$809 millionEmpower
202020,010$638 millionEmpower
201919,078$496 millionEmpower
201818,249$349 millionEmpower
201719,036$332 millionMetropolitan Life Insurance
201617,406$246 millionMetropolitan Life Insurance
201516,095$189 millionMetropolitan Life Insurance
201414,579$125 millionMetropolitan Life Insurance
201312,204$77.2 millionMetropolitan Life Insurance
2012227$3.4 millionMassMutual
20111,168$24.1 millionMassMutual
20101,154$24.0 millionMassMutual
20091,123$21.3 millionnot listed

Employees' Cash Balance Plan of Atlantic Health System, Inc.

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 22-3380375
Participants (2024)
9,361
Net assets (2024)
$964 million
Plan administrator
Atlantic Health System
475 South Street
Morristown, NJ 07960
(973) 660-3100As filed for 2024
In effect since
July 1, 1955

Plans merged into this one: Chilton Memorial Hospital Pension Plan (2014).

Earlier plan names: Employees' Cash Balance Plan of Atlantic Health.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20249,361$964 millionnot listed
20239,737$956 millionnot listed
202210,024$853 millionnot listed
202110,429$984 millionnot listed
202010,779$905 millionnot listed
201911,537$814 millionnot listed
201812,371$678 millionnot listed
201713,681$740 millionnot listed
201618,023$709 millionnot listed
201519,229$688 millionnot listed
201419,790$698 millionnot listed
201317,068$545 millionnot listed
201217,120$474 millionnot listed
201115,363$408 millionnot listed
201014,927$377 millionnot listed
200914,694$322 millionnot listed

Chilton Memorial Hospital Pension Plan

Pension (defined benefit)Merged

Merged. In 2014 its assets moved to the Employees' Cash Balance Plan of Atlantic Health System, Inc., sponsored by Atlantic Health System Inc. (EIN 22-3380375, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
002Employer EIN 22-3380375
Participants (2013)
1,977
Net assets (2013)
$99.9 million
Plan administrator
Atlantic Health System
475 South Street
Morristown, NJ 07960
(973) 451-2023As filed for 2014
In effect since
January 1, 1963

Earlier sponsor: Forrest S. Chilton III Memorial Hospital Association (2009–2012).

Year by year, 2009 to 2014
Plan yearParticipantsNet assetsRecordkeeper
20140$0not listed
20131,977$99.9 millionnot listed
20122,016$91.2 millionnot listed
20112,053$85.9 millionnot listed
20102,034$81.5 millionnot listed
20091,990$73.2 millionnot listed

Newton Memorial Hospital Tax Deferred Annuity Plan

403(b)Merged

Merged. In 2013 its assets moved to the Ahs 403B Plan, sponsored by Atlantic Health System Inc. (EIN 52-1958352, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
005Employer EIN 52-1958352
Participants (2012)
1,544
Net assets (2012)
$26.3 million
Recordkeeper
MassMutual2010–2013
Plan administrator
Ahs Hospital Corp.
475 South Street
Morristown, NJ 07960
(973) 579-8355As filed for 2013
In effect since
January 1, 2009

Plans merged into this one: The Prime Care, Inc. Tax Deferred Annuity Plan (2012).

Earlier sponsor: Newton Memorial Hospital (2009–2011).

Year by year, 2009 to 2013
Plan yearParticipantsNet assetsRecordkeeper
20130$0MassMutual
20121,544$26.3 millionMassMutual
20111,265$14.0 millionMassMutual
20101,252$13.5 millionMassMutual
20091,178$12.2 millionnot listed

Atlantic Health System, Inc. 403(b) Executive Compensation Plan

403(b)ClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2013, which means its assets were paid out or moved and it no longer exists.

Plan number
001Employer EIN 52-1958352
Participants (2012)
1,544
Net assets (2012)
$26.3 million
Recordkeeper
MassMutual2012
Plan administrator
Atlantic Health System, Inc.
P. O. Box 1905
Morristown, NJ 07962
(973) 660-3131As filed for 2013
In effect since
July 16, 2003

Plans merged into this one: Newton Memorial Hospital Tax Deferred Annuity Plan (2013).

Earlier sponsor: Ahs Hospital Corp. (2012).

Earlier plan names: Atlantic Health 403(b) Executive Compensation Plan; Newton Memorial Hospital Tax Deferred Annuity Plan.

Year by year, 2009 to 2013
Plan yearParticipantsNet assetsRecordkeeper
20130$0not listed
20121,544$26.3 millionMassMutual
20118$1.4 millionnot listed
20108$1.3 millionnot listed
20099$974,878not listed

The Prime Care, Inc. Tax Deferred Annuity Plan

403(b)Merged

Merged. In 2012 its assets moved to the Newton Memorial Hospital Tax Deferred Annuity Plan, sponsored by Atlantic Health System Inc. (EIN 22-1500572, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
003Employer EIN 52-1958352
Participants (2012)
2
Net assets (2012)
$56,171
Recordkeeper
MassMutual2010–2011
Plan administrator
Ahs Hospital Corp.
475 South Street
Morristown, NJ 07960
(973) 579-8355As filed for 2012
In effect since
January 1, 1993

Earlier sponsor: Prime Care, Inc. (2009–2011).

Year by year, 2009 to 2012
Plan yearParticipantsNet assetsRecordkeeper
20122$56,171not listed
2011121$1.3 millionMassMutual
2010127$1.5 millionMassMutual
2009121$1.4 millionnot listed

If you had money in one of these plans

  1. Call Empower (empower.com), which runs the Atlantic Health System 403(b) Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((862) 260-3786). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  5. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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