Oakhurst, 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, Oakhurst, NJ has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $18,928,759 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $18,928,759
- Total reported liabilities (EOY)
- $3,885
- Total reported net assets (EOY)
- $18,924,874
Contributions & income
- Employer contributions
- $473,647
- Participant contributions
- $435,333
- Total income / additions
- $3,266,861
Expenses & distributions
- Benefits paid / distributions
- $1,188,618
- Total expenses
- $1,316,069
- Net increase / (decrease)
- $1,950,792
Coverage
- Total reported participants
- 491
- Plans with financial statements
- 7
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oakhurst, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| New Jersey'S Finest Bagels, LLC Pension Plan | New Jersey'S Finest Bagels, LLC | $8,680,901 | 2023 |
| Pathology & Billing Group 401(K) Plan | Genesis Laboratory Management, LLC | $5,444,471 | 2023 |
| Fluid Resource Group Inc. 401(K) Plan | Fluid Resource Group | $1,528,594 | 2023 |
| Pathology & Billing Group Pension Plan | Genesis Laboratory Management, LLC | $1,407,795 | 2023 |
| Mondani Handbags & Accessories, Inc Defined Benefit Plan | Mondani Handbags & Accessories, Inc | $1,051,010 | 2023 |
| Thomas R. Rich, Dpm Profit Sharing Plan | Thomas R. Rich, Dpm | $680,305 | 2023 |
| State Shorthand Reporting Retirement Plan | State Shorthand Reporting Service | $135,683 | 2023 |
| Genesis Laboratory Management, LLC Health And Welfare Plan | Genesis Laboratory Management, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Oakhurst → · Oakhurst plans by participants → · Oakhurst plans with financial data → · Oakhurst plans with provider compensation → · $1B+ plans in Oakhurst →
Related Form 5500 pages
- All NJ Form 5500 filings
- New Jersey'S Finest Bagels, LLC Pension Plan (plan 001)
- New Jersey'S Finest Bagels, LLC — all reported plans
- Pathology & Billing Group 401(K) Plan (plan 001)
- Genesis Laboratory Management, LLC — all reported plans
- Fluid Resource Group Inc. 401(K) Plan (plan 001)
- Fluid Resource Group — all reported plans
- Pathology & Billing Group Pension Plan (plan 002)
- Mondani Handbags & Accessories, Inc Defined Benefit Plan (plan 002)
- Mondani Handbags & Accessories, Inc — all reported plans
- Thomas R. Rich, Dpm Profit Sharing Plan (plan 001)
- Thomas R. Rich, Dpm — all reported plans
- State Shorthand Reporting Retirement Plan (plan 001)
- State Shorthand Reporting Service — all reported plans
- Genesis Laboratory Management, LLC Health And Welfare Plan (plan 501)
- Methodology
- Data sources