Hackensack Meridian Health 401(k) and pension plans
Hackensack Meridian Health, Edison, NJ. EIN 22-3474145. Annual reports 2009–2024. Also filed as Meridian Nursing and Rehabilitation, Inc.; Meridian Nursing and Rehabilitation Inc.; Meridian Nursing & Rehabilitation Inc; Meridian Health System, Inc.
Hackensack Meridian Health has 4 active retirement plans on file. The largest is the HMH 401(k) Savings Plan, with 55,699 participants and $2.1 billion in assets in 2024. TIAA has been its recordkeeper since 2019.
Earlier sponsors: Hackensack University Medical Center (2011–2015); Hackensack University Medical Cente Center (2013).
Earlier plan names: The Hackensack University Med Center Ret SVG Plan 401(A); The Hackensack University Medical Center Retirement Savings Plan 401(A).
Year by year, 2011 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
10,866
$290 million
TIAA
2023
11,305
$276 million
TIAA
2022
10,524
$252 million
TIAA
2021
10,770
$294 million
TIAA
2020
11,453
$273 million
TIAA
2019
10,846
$258 million
TIAA
2018
7,136
$69.5 million
TIAA
2017
6,714
$65.7 million
TIAA
2016
6,277
$49.4 million
TIAA
2015
5,940
$38.2 million
TIAA
2014
5,539
$31.1 million
TIAA
2013
5,187
$22.3 million
TIAA
2012
4,671
$13.0 million
TIAA
2011
4,715
$6.2 million
not listed
HMH 401(k) Savings Plan - Shrewsbury Collectively Bargained
401(k)Merged
Merged. In 2023 its assets moved to the Consolidated Defined Contribution Plan of Hackensack Meridian Health, sponsored by Hackensack Meridian Health (EIN 22-3474145, plan 015). Accounts moved with them, so that plan is the one to contact.
Plan number
014Employer EIN 22-3474145
Participants (2022)
120
Net assets (2022)
$1.6 million
Recordkeeper
TIAAEarlier: Metropolitan Life Insurance (2009–2012)
Plan administrator
Hackensack Meridian Health 343 Thornall Street, 8TH Floor Edison, NJ 08837 (844) 464-9355As filed for 2023
In effect since
May 1, 2007
Earlier sponsors: Meridian Nursing and Rehabilitation, Inc. (2009–2018); Meridian Health System, Inc. (2013).
Earlier plan names: Meridian Nursing and Rehabilitation, Inc. at Wall 401(k) Plan; Meridian Nursing & Rehabilitation at Wall 401K Plan; Meridian Nursing & Rehabilitation at Wall 401(k) Plan; HMH 401K Savings Plan - Shrewsbury Collectively Bargained.
Year by year, 2009 to 2023
Plan year
Participants
Net assets
Recordkeeper
2023
0
$0
TIAA
2022
120
$1.6 million
TIAA
2021
124
$1.9 million
TIAA
2020
112
$1.7 million
TIAA
2019
0
$0
TIAA
2018
452
$11.7 million
not listed
2017
359
$11.6 million
not listed
2016
358
$9.2 million
not listed
2015
328
$7.8 million
not listed
2014
328
$6.9 million
not listed
2013
334
$5.9 million
not listed
2012
327
$4.2 million
Metropolitan Life Insurance
2011
366
$3.1 million
Metropolitan Life Insurance
2010
293
$2.5 million
Metropolitan Life Insurance
2009
199
$1.6 million
Metropolitan Life Insurance
HMH 401(k) Savings Plan - Health Ventures
401(k)Merged
Merged. In 2023 its assets moved to the HMH 401(k) Savings Plan, sponsored by Hackensack Meridian Health (EIN 22-3474145, plan 011). Accounts moved with them, so that plan is the one to contact.
Hackensack Meridian Health 343 Thornall Street, 8TH Floor Edison, NJ 08837 (844) 464-9355As filed for 2023
In effect since
January 1, 2019
Year by year, 2019 to 2023
Plan year
Participants
Net assets
Recordkeeper
2023
0
$0
TIAA
2022
2,170
$40.3 million
TIAA
2021
2,135
$37.7 million
TIAA
2020
2,052
$25.1 million
TIAA
2019
1,668
$11.2 million
TIAA
HMH 401(k) Savings Plan - Humc & PMC Grandfathered Participants
401(k)Merged
Merged. In 2023 its assets moved to the HMH 401(k) Savings Plan, sponsored by Hackensack Meridian Health (EIN 22-3474145, plan 011). Accounts moved with them, so that plan is the one to contact.
Hackensack Meridian Health 343 Thornall Street, 8TH Floor Edison, NJ 08837 (844) 464-9355As filed for 2023
In effect since
January 1, 2019
Year by year, 2019 to 2023
Plan year
Participants
Net assets
Recordkeeper
2023
0
$0
not listed
2022
1,058
$43.9 million
TIAA
2021
1,106
$37.2 million
TIAA
2020
1,163
$27.1 million
TIAA
2019
1,215
$13.2 million
TIAA
Meridian Partner Companies Retirement Plan
401(k)Merged
Merged. In 2019 its assets moved to the Consolidated Defined Contribution Plan of Hackensack Meridian Health, sponsored by Hackensack Meridian Health (EIN 22-3474145, plan 015). Accounts moved with them, so that plan is the one to contact.
Plan number
001Employer EIN 22-2519699
Participants (2018)
2,140
Net assets (2018)
$54.0 million
Recordkeeper
TIAAEarlier: Metropolitan Life Insurance (2009–2012)
Plan administrator
Hackensack Meridian Health 343 Thornall ST - 8TH Floor Edison, NJ 08837 (848) 888-4000As filed for 2019
In effect since
January 1, 1996
Earlier sponsors: Meridian Health Resources, Inc. (2009–2011); Meridian Health Management Inc (2012–2018).
Year by year, 2009 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
0
$0
TIAA
2018
2,140
$54.0 million
not listed
2017
1,740
$56.1 million
not listed
2016
1,593
$44.4 million
not listed
2015
1,464
$39.9 million
not listed
2014
1,371
$36.8 million
not listed
2013
1,290
$32.9 million
not listed
2012
1,300
$26.0 million
Metropolitan Life Insurance
2011
1,409
$21.1 million
Metropolitan Life Insurance
2010
1,220
$19.8 million
Metropolitan Life Insurance
2009
1,046
$16.2 million
Metropolitan Life Insurance
Meridian 403(b) Savings Plan for Cash Balance Participants
403(b)Merged
Merged. In 2019 its assets moved to the Consolidated 403(b) Plan of Hackensack Meridian Health, sponsored by Hackensack Meridian Health (EIN 22-3474145, plan 016). Accounts moved with them, so that plan is the one to contact.
Plan number
004Employer EIN 22-3474145
Participants (2018)
4,853
Net assets (2018)
$501 million
Recordkeeper
TIAAEarlier: Metropolitan Life Insurance (2009–2012)
Plan administrator
Hackensack Meridian Health 343 Thornall ST - 8TH Floor Edison, NJ 08837 (848) 888-4000As filed for 2019
In effect since
January 1, 1998
Earlier sponsors: Meridian Health Systems/Meridian Hospitals Corporation (2009–2011); Meridian Health System Inc (2012–2018).
Earlier plan names: Meridian 403B Savings Plan for Cash Balance Participants.
Year by year, 2009 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
0
$0
TIAA
2018
4,853
$501 million
not listed
2017
4,850
$540 million
not listed
2016
4,989
$457 million
not listed
2015
5,251
$421 million
not listed
2014
5,689
$409 million
not listed
2013
6,495
$373 million
not listed
2012
6,868
$299 million
Metropolitan Life Insurance
2011
7,883
$260 million
Metropolitan Life Insurance
2010
8,225
$248 million
Metropolitan Life Insurance
2009
8,470
$203 million
Metropolitan Life Insurance
JFK Hartwyck 403(b) Plan
403(b)Merged
Merged. In 2019 its assets moved to the Consolidated 403(b) Plan of Hackensack Meridian Health, sponsored by Hackensack Meridian Health (EIN 22-3474145, plan 016). Accounts moved with them, so that plan is the one to contact.
Plan number
001Employer EIN 22-2666023
Participants (2018)
1,036
Net assets (2018)
$10.3 million
Recordkeeper
TIAAEarlier: Metlife Life Insurance (2016–2018), Metropolitan Life Insurance (2009–2015)
Plan administrator
Hackensack Meridian Health 343 Thornall ST - 8TH Floor Edison, NJ 08837 (848) 888-4000As filed for 2019
In effect since
January 1, 1992
Earlier sponsor: Hartwyck Nursing Home (2009–2018).
Year by year, 2009 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
0
$0
TIAA
2018
1,036
$10.3 million
Metlife Life Insurance
2017
998
$11.1 million
Metlife Life Insurance
2016
985
$10.0 million
Metlife Life Insurance
2015
975
$9.6 million
Metropolitan Life Insurance
2014
943
$9.6 million
Metropolitan Life Insurance
2013
1,174
$9.0 million
Metropolitan Life Insurance
2012
1,113
$7.7 million
Metropolitan Life Insurance
2011
1,099
$6.7 million
Metropolitan Life Insurance
2010
823
$6.4 million
Metropolitan Life Insurance
2009
778
$5.6 million
Metropolitan Life Insurance
Palisades Medical Center Defined Contribution Plan
401(k)Merged
Merged. In 2019 its assets moved to the Consolidated Defined Contribution Plan of Hackensack Meridian Health, sponsored by Hackensack Meridian Health (EIN 22-3474145, plan 015). Accounts moved with them, so that plan is the one to contact.
Hackensack Meridian Health 343 Thornall ST - 8TH Floor Edison, NJ 08837 (848) 888-4000As filed for 2019
In effect since
September 1, 2007
Earlier sponsor: Palisades Medical Center (2009–2018).
Year by year, 2009 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
0
$0
TIAA
2018
1,042
$17.0 million
Voya
2017
1,023
$16.7 million
Voya
2016
943
$12.4 million
Fidelity
2015
774
$9.6 million
Fidelity
2014
683
$7.9 million
Fidelity
2013
661
$5.7 million
Fidelity
2012
641
$3.5 million
Fidelity
2011
586
$2.2 million
Fidelity
2010
478
$1.5 million
Fidelity
2009
471
$691,109
Fidelity
JFK Defined Contribution Plan
403(b)Merged
Merged. In 2019 its assets moved to the Consolidated 403B Plan of Hackensack Meridian Health, sponsored by Hackensack Meridian Health (EIN 22-3474145, plan 016). Accounts moved with them, so that plan is the one to contact.
Plan number
003Employer EIN 22-2421432
Participants (2018)
5,186
Net assets (2018)
$260 million
Recordkeeper
TIAAEarlier: MassMutual (2011–2018), Axa Equitable (2010)
Plan administrator
Hackensack Meridian Health 343 Thornall Street, 8TH Floor Edison, NJ 08837 (848) 888-4000As filed for 2019
In effect since
January 1, 2010
Earlier sponsors: Solaris Health System (2010); JFK Health System (Formerly Solaris Health System) (2011–2016); JFK Health System (2017–2018).
Earlier plan names: Solaris Defined Contribution Plan; JFK Defined Contribution Plan (Formerly Solaris Defined Contribution Plan).
Year by year, 2010 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
0
$0
TIAA
2018
5,186
$260 million
MassMutual
2017
5,169
$268 million
MassMutual
2016
4,933
$221 million
MassMutual
2015
4,633
$200 million
MassMutual
2014
4,399
$192 million
MassMutual
2013
4,204
$179 million
MassMutual
2012
4,087
$148 million
MassMutual
2011
3,962
$127 million
MassMutual
2010
4,056
$120 million
Axa Equitable
Meridian 403(b) Savings Plan
403(b)Merged
Merged. In 2019 its assets moved to the Consolidated 403(b) Plan of Hackensack Meridian Health, sponsored by Hackensack Meridian Health (EIN 22-3474145, plan 016). Accounts moved with them, so that plan is the one to contact.
Plan number
006Employer EIN 22-3474145
Participants (2018)
11,862
Net assets (2018)
$285 million
Recordkeeper
TIAAEarlier: Metropolitan Life Insurance (2011–2012)
Plan administrator
Hackensack Meridian Health 343 Thornall ST - 8TH Floor Edison, NJ 08837 (848) 888-4000As filed for 2019
In effect since
January 1, 2010
Plans merged into this one: Bayshore Community Health Services Inc 403(b) Retirement Program (2012); Retirement Plan of Southern Ocean Medical Center (2012).
Earlier sponsors: Meridian Health (2010–2011); Meridian Health System Inc (2012–2018).
Year by year, 2010 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
0
$0
TIAA
2018
11,862
$285 million
not listed
2017
9,903
$271 million
not listed
2016
8,841
$203 million
not listed
2015
8,207
$169 million
not listed
2014
6,626
$152 million
not listed
2013
5,992
$128 million
not listed
2012
4,268
$94.9 million
Metropolitan Life Insurance
2011
2,109
$5.4 million
Metropolitan Life Insurance
2010
837
$699,990
not listed
Raritan Bay Medical Center Ret Contribution and Savings Plan
401(k)Merged
Merged. In 2019 its assets moved to the Consolidated Defined Contribution Plan of Hackensack Meridian Health, sponsored by Hackensack Meridian Health (EIN 22-3474145, plan 015). Accounts moved with them, so that plan is the one to contact.
Hackensack Meridian Health 343 Thornall ST - 8TH Floor Edison, NJ 08837 (848) 888-4000As filed for 2019
In effect since
January 1, 2005
Earlier sponsors: Raritan Bay Health Services Corporation (2011–2015); Raritan Bay Medical Center (2016–2018).
Earlier plan names: Raritan Bay Health Services Corporation Retirement Contribution & Savings Plan; Raritan Bay Medical Center Retirement Contribution & Savings Plan.
Year by year, 2011 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
0
$0
TIAA
2018
1,616
$63.7 million
Prudential
2017
2,602
$68.0 million
Prudential
2016
1,683
$58.0 million
Prudential
2015
2,518
$55.0 million
Prudential
2014
2,401
$54.9 million
Empower
2013
1,738
$52.9 million
Prudential
2012
2,103
$46.2 million
Empower
2011
1,865
$41.9 million
Empower
Meridian 403(b) Savings Plan for Partner Companies
403(b)Merged
Merged. In 2019 its assets moved to the Consolidated 403(b) Plan of Hackensack Meridian Health, sponsored by Hackensack Meridian Health (EIN 22-3474145, plan 016). Accounts moved with them, so that plan is the one to contact.
Plan number
007Employer EIN 22-3474145
Participants (2018)
1,092
Net assets (2018)
$11.7 million
Recordkeeper
TIAAEarlier: Metropolitan Life Insurance (2011–2012)
Plan administrator
Hackensack Meridian Health 343 Thornall ST - 8TH Floor Edison, NJ 08837 (848) 888-4000As filed for 2019
In effect since
January 1, 2010
Earlier sponsors: Meridian Health (2010–2011); Meridian Health System Inc (2012–2018).
Earlier plan names: Meridian 403(b) Savings Plan for Partner Companie.
Year by year, 2010 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
0
$0
TIAA
2018
1,092
$11.7 million
not listed
2017
1,005
$10.9 million
not listed
2016
1,007
$8.1 million
not listed
2015
882
$5.7 million
not listed
2014
813
$4.3 million
not listed
2013
1,033
$2.9 million
not listed
2012
819
$1.5 million
Metropolitan Life Insurance
2011
740
$399,009
Metropolitan Life Insurance
2010
252
$59,287
not listed
Palisades Medical Center 403(b) Savings Plan
403(b)Merged
Merged. In 2019 its assets moved to the Consolidated 403(b) Plan of Hackensack Meridian Health, sponsored by Hackensack Meridian Health (EIN 22-3474145, plan 016). Accounts moved with them, so that plan is the one to contact.
Hackensack Meridian Health 343 Thornall ST - 8TH Floor Edison, NJ 08837 (848) 888-4000As filed for 2019
In effect since
January 1, 2016
Earlier sponsor: Palisades Medical Center (2016–2018).
Earlier plan names: Palisades Medical Center 403B Savings Plan.
Year by year, 2016 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
0
$0
TIAA
2018
200
$8.6 million
Voya
2017
203
$8.6 million
Voya
2016
186
$5.9 million
Voya
Palisades Medical Center Pension Plan
Pension (defined benefit)Merged
Merged. In 2018 its assets moved to the Consolidated Pension Plan of Hackensack Meridian Health, sponsored by Hackensack Meridian Health (EIN 22-3471515, plan 001). Accounts moved with them, so that plan is the one to contact.
Plan number
001Employer EIN 22-1487278
Participants (2017)
861
Net assets (2017)
$144 million
Administered by
Sei Private TrustEarlier: Usi Consulting Group (2009–2012)
Plan administrator
CFO, Hackensack Umc Palisades 7600 River Road North Bergen, NJ 07047 (201) 854-5000As filed for 2018
In effect since
January 1, 1972
Earlier sponsors: Palisades Medical Center of NY Presbyterian Healthcare System (2009–2013); Palisades Medical Center Inc. (2014).
Year by year, 2009 to 2018
Plan year
Participants
Net assets
Recordkeeper
2018
0
$0
not listed
2017
861
$144 million
Sei Private Trust
2016
1,052
$96.3 million
not listed
2015
1,063
$88.1 million
not listed
2014
1,164
$91.3 million
not listed
2013
1,185
$82.4 million
not listed
2012
1,199
$70.2 million
Usi Consulting Group
2011
1,216
$60.5 million
Usi Consulting Group
2010
1,242
$59.7 million
Usi Consulting Group
2009
1,258
$52.6 million
Usi Consulting Group
JFK Health System Cash Balance Retirement Plan
Cash balance pension, frozenMerged
Merged. In 2018 its assets moved to the Consolidated Pension Plan of Hackensack Meridian Health, sponsored by Hackensack Meridian Health (EIN 22-3471515, plan 001). Accounts moved with them, so that plan is the one to contact.
Plan number
001Employer EIN 22-2421432
Participants (2017)
4,180
Net assets (2017)
$197 million
Administered by
Sei InvestmentEarlier: Sei Investments (2017)
Plan administrator
JFK Health System 80 James Street Edison, NJ 08820 (732) 321-7774As filed for 2018
In effect since
January 1, 1971
Earlier sponsor: Solaris Health System (2009–2010).
Earlier plan names: Solaris Health System Cash Balance Retirement Plan.
Year by year, 2009 to 2018
Plan year
Participants
Net assets
Recordkeeper
2018
0
$0
Sei Investment
2017
4,180
$197 million
Sei Investments
2016
4,339
$190 million
not listed
2015
4,483
$189 million
not listed
2014
4,643
$208 million
not listed
2013
5,404
$207 million
not listed
2012
5,900
$213 million
not listed
2011
6,010
$186 million
not listed
2010
6,122
$181 million
not listed
2009
6,259
$161 million
not listed
Employees' Retirement Plan of Raritan Bay Medical Center
Pension (defined benefit), frozenMerged
Merged. In 2018 its assets moved to the Consolidated Pension Plan of Hackensack Meridian Health, sponsored by Hackensack Meridian Health (EIN 22-3471515, plan 001). Accounts moved with them, so that plan is the one to contact.
Plan number
001Employer EIN 22-1494442
Participants (2017)
1,591
Net assets (2017)
$161 million
Plan administrator
Raritan Bay Medical Center 530 New Brunswick Avenue Perth Amboy, NJ 08861 (732) 293-2281As filed for 2018
In effect since
January 1, 1954
Earlier sponsor: Raritan Bay Health Services Corp. (2009–2015).
Earlier plan names: Employees' Retirement Plan of Raritan Bay Health Services Corp.; Employees' Retirement Plan of Raritan Bay Health.
Year by year, 2009 to 2018
Plan year
Participants
Net assets
Recordkeeper
2018
0
$0
not listed
2017
1,591
$161 million
not listed
2016
2,270
$138 million
not listed
2015
2,316
$138 million
not listed
2014
2,553
$151 million
not listed
2013
2,585
$146 million
not listed
2012
2,626
$129 million
not listed
2011
2,669
$115 million
not listed
2010
2,704
$116 million
not listed
2009
2,742
$105 million
not listed
If you had money in one of these plans
Call TIAA (tiaa.org), which runs the HMH 401(k) 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.
Or call the plan administrator listed on the plan below ((844) 464-9355). That number was filed for 2024; ask for the benefits or retirement plan office.
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.
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
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.