Plan5500

Allendale, 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, Allendale, NJ has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $110,291,307 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
5
Latest filing year
2023

What stands out in Allendale

  • 8 loaded plans hold $110.3M in reported assets across 5 sponsors.
  • The largest, Doherty Group, Inc. 401(K) And Retirement Savings Plan, holds 34% of reported Allendale plan assets.
  • Plans cover 5,651 participants — about 706 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$110.3MSummed across loaded plans$110,291,307
Total reported assets$110.3M$110,291,307
Total reported participants5.7K5,651
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$110.3M total assets
Net assets$110.3MLiabilities$0
Contributions & income
Employer contributions$2.9M
Participant contributions$4.1M
Total income / additions$24.3M
Expenses & distributions
Benefits paid / distributions$11.2M
Total expenses$11.8M
Net increase / (decrease)$12.5M

Data coverage

Plans with financial statements6 / 8 (75%)
Plans with provider compensation4 / 8 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Allendale, 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

Allendale market comparison

Largest plan share of assets34%Doherty Group, Inc. 401(K) And Retirement Savings Plan
Participants per plan706Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Allendale

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

  1. 1
    Doherty Group, Inc. 401(K) And Retirement Savings Plan$37.5M
    The Doherty Group, Inc. · 2023
  2. 2
    Control Associates, Inc. Employee Stock Ownership Plan$33.8M
    Control Associates, Inc. · 2023
  3. 3
    Control Associates, Inc. Profit Sharing And 401(K) Retirement Plan$21.7M
    Control Associates, Inc. · 2023
  4. 4
    Leistritz Advanced Technologies Corp. Retirement Plan$16.6M
    Leistritz Advanced Technologies Corp. · 2023
  5. 5
    Atar Wash Co. 401(K) Plan$392.9K
    Atar Wash Co. · 2023
  6. 6
    Sirius Innovations Inc. 401(K) Plan$269.9K
    Sirius Innovations Inc. · 2023
  7. 7
    Doherty Enterprises Health And Welfare Plannot reported in the loaded dataset
    Doherty Enterprises, Inc. · 2023
  8. 8
    Control Associates, Inc.not reported in the loaded dataset
    Control Associates, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Allendale, NJ?
8 plan(s) reported by 5 sponsor(s) are loaded for Allendale, NJ.

Related Form 5500 pages