Plan5500

Mount Holly, 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, Mount Holly, NJ has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $117,439,402 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
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$117.4MSummed across loaded plans$117,439,402
Total reported assets$117.4M$117,439,402
Total reported participants3.2K3,208
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$117.4M total assets
Net assets$117.4MLiabilities$0
Contributions & income
Employer contributions$7.4M
Participant contributions$2.4M
Total income / additions$21.7M
Expenses & distributions
Benefits paid / distributions$11.3M
Total expenses$11.7M
Net increase / (decrease)$10M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation3 / 4 (75%)

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

Mount Holly market comparison

Largest plan share of assets35%Oaks Integrated Care, Inc. 403(B) Savings Plan
Participants per plan802Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Mount Holly

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

  1. 1
    Oaks Integrated Care, Inc. 403(B) Savings Plan$41.1M
    Oaks Integrated Care, Inc. · 2023
  2. 2
    Richard A. Alaimo Associates Savings And Investment Plan$39M
    Richard A. Alaimo Associates · 2023
  3. 3
    Oaks Integrated Care, Inc. 403(B) Plan$37.3M
    Oaks Integrated Care, Inc. · 2023
  4. 4
    Oaks Integrated Care Health And Welfare Plannot reported in the loaded dataset
    Oaks Integrated Care · 2023

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

Related Form 5500 pages