Plan5500

Ocean 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, Ocean City, NJ has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $4,850,815 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
4
Latest filing year
2023

What stands out in Ocean City

  • 4 loaded plans hold $4.9M in reported assets across 4 sponsors.
  • The largest, Fox Jess, Inc. Defined Benefit Pension Plan, holds 77% of reported Ocean City plan assets.
  • Plans cover 22 participants — about 6 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.9MSummed across loaded plans$4,850,815
Total reported assets$4.9M$4,850,815
Total reported participants22
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.9M total assets
Net assets$4.9MLiabilities$0
Contributions & income
Employer contributions$90.7K
Participant contributions$0
Total income / additions$522.1K
Expenses & distributions
Benefits paid / distributions$57.5K
Total expenses$105.4K
Net increase / (decrease)$416.7K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Ocean City market comparison

Largest plan share of assets77%Fox Jess, Inc. Defined Benefit Pension Plan
Participants per plan6Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Ocean City

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

  1. 1
    Fox Jess, Inc. Defined Benefit Pension Plan$3.7M
    Fox Jess, Inc. · 2023
  2. 2
    Tj Mcgee Incorporated 401(K) Plan$613.2K
    Tj Mcgee Incorporated · 2023
  3. 3
    Topsail Steamer Ocnj Inc. Retirement Plan$305K
    Topsail Steamer Ocnj Inc. · 2023
  4. 4
    Coastal Renovations, Inc. 401(K) Plan$214.2K
    Coastal Renovations, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages