Plan5500

Cape May, 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, Cape May, NJ has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $520,288 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
3
Latest filing year
2023

What stands out in Cape May

  • 3 loaded plans hold $520.3K in reported assets across 3 sponsors.
  • The largest, Kvtv Retirement Plan, holds 83% of reported Cape May plan assets.
  • Plans cover 154 participants — about 51 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$520.3KSummed across loaded plans$520,278
Total reported assets$520.3K$520,288
Total reported participants154
Total reported liabilities$10

Reported net position

Reported assets = net assets + liabilities (summed)$520.3K total assets
Net assets$520.3KLiabilities$10
Contributions & income
Employer contributions$8.7K
Participant contributions$16.4K
Total income / additions$37.5K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$470
Net increase / (decrease)$37K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Cape May market comparison

Largest plan share of assets83%Kvtv Retirement Plan
Participants per plan51Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Cape May

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

  1. 1
    Kvtv Retirement Plan$430K
    Kvtv Corporation · 2023
  2. 2
    Onward Holdings Retirement Plan$90.3K
    Onward Holdings, Inc. · 2023
  3. 3
    Cape Resorts Health & Welfare Benefits Plannot reported in the loaded dataset
    Cape Resorts Management Co, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages