The Matheny School And Hospital, Lnc. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Matheny School And Hospital, Lnc.
  • Sponsor EIN: 221482276
  • Sponsor Address: 65 HIGHLAND AVENUE, P.O. BOX 339, PEAPACK, NJ, 07977
  • Plan Type: 403(b)
  • Plan Number: 002
  • Total Participants: 635
  • Total Assets: $52.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023635$52.3M$391,102$2.6M
2022634$45.7M$360,402$2.5M

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