Plan5500

Emerson, 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, Emerson, NJ has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $39,183,659 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Emerson

  • 7 loaded plans hold $39.2M in reported assets across 6 sponsors.
  • The largest, Premier Medical Alliance, LLC Retirement Trust, holds 73% of reported Emerson plan assets.
  • Plans cover 334 participants — about 48 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39.2MSummed across loaded plans$39,175,279
Total reported assets$39.2M$39,183,659
Total reported participants334
Total reported liabilities$8.4K$8,380

Reported net position

Reported assets = net assets + liabilities (summed)$39.2M total assets
Net assets$39.2MLiabilities$8.4K
Contributions & income
Employer contributions$1.1M
Participant contributions$1.6M
Total income / additions$8.6M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$7.4M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation1 / 7 (14%)

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

Emerson market comparison

Largest plan share of assets73%Premier Medical Alliance, LLC Retirement Trust
Participants per plan48Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Emerson

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

  1. 1
    Premier Medical Alliance, LLC Retirement Trust$28.8M
    Premier Medical Alliance LLC · 2023
  2. 2
    Emerson Health Care Center 401(K) Plan$4.7M
    Emerson Convalescent Center · 2023
  3. 3
    Marsan Associates,Pc 401(K)& Profit Sharing Plan$3.3M
    Marsan Associates, Pc · 2023
  4. 4
    Lion Doby & Company 401k Plan$1.6M
    Lion Doby & Company · 2023
  5. 5
    Ikhaya World, Inc. Profit Sharing Plan$575.4K
    Ikhaya World, Inc. · 2023
  6. 6
    Livewell Pain Management, Pc 401(K) & Psp$184.3K
    Livewell Pain Management, Pc · 2023
  7. 7
    Emerson Convalescent Center Employee Benefits Plannot reported in the loaded dataset
    Emerson Convalescent Center · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages