Plan5500

Avenel, 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, Avenel, NJ has 10 loaded benefit plan(s) reported by 6 plan sponsor(s), with $72,131,517 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
6
Latest filing year
2023

What stands out in Avenel

  • 10 loaded plans hold $72.1M in reported assets across 6 sponsors.
  • The largest, Dana Transport Savings And Investment Plan, holds 37% of reported Avenel plan assets.
  • Plans cover 4,945 participants — about 495 per plan.
  • 50% 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$72.1MSummed across loaded plans$72,131,517
Total reported assets$72.1M$72,131,517
Total reported participants4.9K4,945
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$72.1M total assets
Net assets$72.1MLiabilities$0
Contributions & income
Employer contributions$1.7M
Participant contributions$6.6M
Total income / additions$20.2M
Expenses & distributions
Benefits paid / distributions$6.4M
Total expenses$6.6M
Net increase / (decrease)$13.6M

Data coverage

Plans with financial statements5 / 10 (50%)
Plans with provider compensation5 / 10 (50%)

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

Avenel market comparison

Largest plan share of assets37%Dana Transport Savings And Investment Plan
Participants per plan495Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Avenel

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

  1. 1
    Dana Transport Savings And Investment Plan$26.9M
    Dana Transport Inc. · 2023
  2. 2
    Savino Del Bene Usa, Inc. 401(K) Profit Sharing Plan$22M
    Savino Del Bene Usa, Inc. · 2023
  3. 3
    Motors Management Corporation 401(K) Plan$12.9M
    Motors Management Corporation · 2023
  4. 4
    Vantage Custom Classics, Inc. 401(K) Retirement Plan$10.4M
    Vantage Custom Classics, Inc. · 2023
  5. 5
    Rapa Holdings, LLC Employees' Retirement Plan$0
    Rapa Holdings, LLC · 2023
  6. 6
    Eastern Smiles Opco, LLC Employee Insurance Benefit Plannot reported in the loaded dataset
    Eastern Smiles Opco, LLC · 2023
  7. 7
    Vantage Custom Classics, Inc. Employee Benefit Plannot reported in the loaded dataset
    Vantage Custom Classics, Inc. · 2023
  8. 8
    Savino Del Bene Usa, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Savino Del Bene Usa, Inc. · 2023
  9. 9
    Dana Transport Inc Employee Benefits Plannot reported in the loaded dataset
    Dana Transport Inc · 2023
  10. 10
    Motor'S Management, Inc. Health & Welfare Plannot reported in the loaded dataset
    Motor Mangement, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Avenel, NJ?
10 plan(s) reported by 6 sponsor(s) are loaded for Avenel, NJ.

Related Form 5500 pages