Plan5500

Folsom, 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, Folsom, NJ has 7 loaded benefit plan(s) reported by 1 plan sponsor(s), with $532,651,643 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
1
Latest filing year
2023

What stands out in Folsom

  • 7 loaded plans hold $532.7M in reported assets across 1 sponsors.
  • The largest, South Jersey Industries, Inc. 401(K) Plan, holds 41% of reported Folsom plan assets.
  • Plans cover 5,169 participants — about 738 per plan.
  • 71% of loaded plans report full Schedule H/I financial statements.
  • 71% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$531.3MSummed across loaded plans$531,292,563
Total reported assets$532.7M$532,651,643
Total reported participants5.2K5,169
Total reported liabilities$2.6M$2,553,121

Reported net position

Reported assets = net assets + liabilities (summed)$532.7M total assets
Net assets$531.3MLiabilities$2.6M
Contributions & income
Employer contributions$5.4M
Participant contributions$11M
Total income / additions$92.1M
Expenses & distributions
Benefits paid / distributions$57.3M
Total expenses$59.5M
Net increase / (decrease)$32.6M

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation5 / 7 (71%)

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

Folsom market comparison

Largest plan share of assets41%South Jersey Industries, Inc. 401(K) Plan
Participants per plan738Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Folsom

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

  1. 1
    South Jersey Industries, Inc. 401(K) Plan$219.4M
    South Jersey Industries, Inc. · 2023
  2. 2
    Retirement Plan For Bargaining Unit Employees Of South Jersey Industries, Inc.$126.9M
    South Jersey Industries, Inc. · 2023
  3. 3
    Retirement Plan For Employees Of South Jersey Industries, Inc.$92.5M
    South Jersey Industries, Inc. · 2023
  4. 4
    South Jersey Industries, Inc. Retirement Plan For Elizabethtown And Elkton Gas Employees$73.9M
    South Jersey Industries, Inc. · 2023
  5. 5
    South Jersey Industries, Inc. Post-Retirement Plan For Elizabethtown And Elkton Gas Employees$19.9M
    South Jersey Industries, Inc. · 2023
  6. 6
    South Jersey Industries, Inc. Health Reimbursement Account For Retireesnot reported in the loaded dataset
    South Jersey Industries, Inc. · 2023
  7. 7
    South Jersey Industries, Inc. Health And Welfare Benefits Plannot reported in the loaded dataset
    South Jersey Industries, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages