Plan5500

Adelphia, NJ Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Adelphia, NJ has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $39,811,564 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
1
Latest filing year
2023

What stands out in Adelphia

  • 3 loaded plans hold $39.8M in reported assets across 1 sponsors.
  • The largest, Shore Point Distributing Employees' Profit Sharing Plan, holds 61% of reported Adelphia plan assets.
  • Plans cover 416 participants — about 139 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39.8MSummed across loaded plans$39,811,564
Total reported assets$39.8M$39,811,564
Total reported participants416
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$39.8M total assets
Net assets$39.8MLiabilities$0
Contributions & income
Employer contributions$2.2M
Participant contributions$1.1M
Total income / additions$8.9M
Expenses & distributions
Benefits paid / distributions$3.4M
Total expenses$3.5M
Net increase / (decrease)$5.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Adelphia, NJ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Adelphia market comparison

Largest plan share of assets61%Shore Point Distributing Employees' Profit Sharing Plan
Participants per plan139Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Adelphia

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Shore Point Distributing Employees' Profit Sharing Plan$24.3M
    Shore Point Distributing Co., Inc. · 2023
  2. 2
    Shore Line Delivery Employees' Profit Sharing Plan$15.5M
    Shore Point Distributing Co., Inc. · 2023
  3. 3
    Shore Point Distributing Employee Welfare Benefit Plannot reported in the loaded dataset
    Shore Point Distributing Company, Inc. · 2023

Largest plans in Adelphia → · Adelphia plans by participants → · Adelphia plans with financial data → · Adelphia plans with provider compensation → · $1B+ plans in Adelphia →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Adelphia, NJ?
3 plan(s) reported by 1 sponsor(s) are loaded for Adelphia, NJ.

Related Form 5500 pages