Plan5500

Gloucester City, 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, Gloucester City, NJ has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $38,656,451 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Gloucester City

  • 2 loaded plans hold $38.7M in reported assets across 2 sponsors.
  • The largest, Holt Logistics Corp. 401(K) Plan, holds 99% of reported Gloucester City plan assets.
  • Plans cover 425 participants — about 213 per plan.
  • 100% 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$38.7MSummed across loaded plans$38,656,451
Total reported assets$38.7M$38,656,451
Total reported participants425
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$38.7M total assets
Net assets$38.7MLiabilities$0
Contributions & income
Employer contributions$992.9K
Participant contributions$1.9M
Total income / additions$8.9M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.9M
Net increase / (decrease)$7M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Gloucester City market comparison

Largest plan share of assets99%Holt Logistics Corp. 401(K) Plan
Participants per plan213Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Gloucester City

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

  1. 1
    Holt Logistics Corp. 401(K) Plan$38.1M
    Holt Logistics Corp. · 2023
  2. 2
    Abra Enterprises, Inc. Profit Sharing Plan$562.1K
    Abra Enterprises, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Gloucester City, NJ?
2 plan(s) reported by 2 sponsor(s) are loaded for Gloucester City, NJ.

Related Form 5500 pages