Marlton, 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, Marlton, NJ has 44 loaded benefit plan(s) reported by 31 plan sponsor(s), with $1,711,453,392 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
44
Plan sponsors
31
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,711,453,392
Total reported liabilities (EOY)
$1,507,115
Total reported net assets (EOY)
$1,709,946,277

Contributions & income

Employer contributions
$63,962,454
Participant contributions
$95,839,276
Total income / additions
$382,180,262

Expenses & distributions

Benefits paid / distributions
$201,022,863
Total expenses
$207,578,211
Net increase / (decrease)
$174,602,051

Coverage

Total reported participants
43,564
Plans with financial statements
30
Plans with provider compensation
16

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

Largest loaded plans by reported assets

Largest loaded plans in Marlton, NJ
PlanSponsorReported assets (EOY)Year
Virtua 401(K) Savings PlanVirtua Health$990,383,2302023
Advocare, LLC 401(K) Profit Sharing PlanAdvocare, LLC$371,524,8862023
Virtua Pension Equity PlanVirtua Health$96,742,0772023
Consensus Medical Group 401(K) PlanConsensus Medical Group$41,364,2852023
Global Industries, Inc. 401(K) Savings PlanGlobal Industries, Inc.$41,330,6272023
Centurum, Inc. Profit Sharing And Retirement SavingsCenturum Inc.$40,254,2502023
C.F.G. 401k PlanCenter For Family Guidance, P.C.$38,570,2922023
National Employee Management Resources Retirement Savings PlanNational Employee Management Resources, LLC$19,171,3522023
Southern Jersey Family Medical Centers, Inc. Employee Retirement PlanSouthern Jersey Family Medical Centers, Inc.$13,361,9872023
Surety Title Company 401(K) Retirement PlanSurety Title Company, LLC$10,000,3952023
Continuum Health Alliance, LLC 401(K) Profit Sharing PlanContinuum Health Alliance, LLC$8,272,5332023
Cherry Valley Tractor Sales, Inc. Retirement PlanCherry Valley Tractor Sales, Inc.$8,049,8472023
Heymann, Manders, Green & Sommer, LLCHeymann, Manders, Green & Sommer, LLC$7,237,4652023
Hyland Levin Shapiro Llp 401(K) Profit Sharing PlanHyland Levin Shapiro Llp$6,547,8832023
Cherry Hill Photo Savings & Retirement PlanCherry Hill Programs, Inc.$4,953,0582023
Hillside Us 401(K) PlanHillside (New Jersey) LLC$3,009,9212023
Volver Investment Partners, LLC 401kVolver Investment Partners, LLC$2,578,0962023
Segal Orthodontics, P.A. 401(K) Profit Sharing PlanSegal Orthodontics, P.A.$2,315,8722023
Inverso & Stewart Savings & Investment PlanInverso & Stewart, LLC$1,517,3122023
Reconstructive Orthopedics, P.A. 401(K) Profit Sharing PlanReconstructive Orthopedics, P.A.$910,8352023
South Jersey Truck Sales Investment PlanSouth Jersey Truck Sales Inc$812,6052023
Linear Sales Corporation 401(K) Profit Sharing Plan & TrustLinear Sales Corporation$716,9612023
Kar Industries Inc. Retirement PlanKar Industries Inc.$652,4592023
Scooch Enterprises, Inc. Retirement PlanScooch Enterprises, Inc.$435,0602023
Moon Halo, Inc. 401(K) PlanMoon Halo, Inc.$348,9652023

Related Form 5500 pages