Plan5500

Lodi, 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, Lodi, NJ has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $49,802,934 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Lodi

  • 4 loaded plans hold $49.8M in reported assets across 2 sponsors.
  • The largest, Felician University Retirement Plan, holds 85% of reported Lodi plan assets.
  • Plans cover 1,586 participants — about 397 per plan.
  • 50% 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$49.8MSummed across loaded plans$49,802,934
Total reported assets$49.8M$49,802,934
Total reported participants1.6K1,586
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$49.8M total assets
Net assets$49.8MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$2.3M
Total income / additions$11M
Expenses & distributions
Benefits paid / distributions$4M
Total expenses$4M
Net increase / (decrease)$6.9M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

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

Lodi market comparison

Largest plan share of assets85%Felician University Retirement Plan
Participants per plan397Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Lodi

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

  1. 1
    Felician University Retirement Plan$42.3M
    Felician University · 2023
  2. 2
    Foodware LLC 401(K) Profit Sharing Plan & Trust$7.5M
    Foodware LLC · 2023
  3. 3
    Felician University Welfare Benefit Plannot reported in the loaded dataset
    Felician University · 2023
  4. 4
    Foodware, LLC Employee Benefits Plannot reported in the loaded dataset
    Foodware LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages