Plan5500

Forked River, 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, Forked River, NJ has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $8,376,186 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 Forked River

  • 3 loaded plans hold $8.4M in reported assets across 3 sponsors.
  • The largest, Thompson Chiropractic 401(K) Psp & Trust, holds 63% of reported Forked River plan assets.
  • Plans cover 155 participants — about 52 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.4MSummed across loaded plans$8,376,186
Total reported assets$8.4M$8,376,186
Total reported participants155
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.4M total assets
Net assets$8.4MLiabilities$0
Contributions & income
Employer contributions$269.9K
Participant contributions$453.6K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$551.5K
Total expenses$567.2K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

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

Forked River market comparison

Largest plan share of assets63%Thompson Chiropractic 401(K) Psp & Trust
Participants per plan52Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Forked River

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

  1. 1
    Thompson Chiropractic 401(K) Psp & Trust$5.2M
    Thompson Chiropractic · 2023
  2. 2
    Riggs Funeral Home Pension Plan$3M
    Riggs/Bugbee-Riggs Funeral Homes, LLC · 2023
  3. 3
    M&K Care Corp. 401(K) Profit Sharing Plan$98.2K
    M&K Care Corp. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages