Plan5500

Pine Valley, 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, Pine Valley, NJ has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $14,804,722 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Pine Valley

  • 1 loaded plans hold $14.8M in reported assets across 1 sponsors.
  • The largest, Pine Valley Golf Club, Inc. Retirement Plan, holds 100% of reported Pine Valley plan assets.
  • Plans cover 203 participants — about 203 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.8MSummed across loaded plans$14,804,722
Total reported assets$14.8M$14,804,722
Total reported participants203
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.8M total assets
Net assets$14.8MLiabilities$0
Contributions & income
Employer contributions$500K
Participant contributionsNot reported
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$395.9K
Total expenses$448K
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

Pine Valley market comparison

Largest plan share of assets100%Pine Valley Golf Club, Inc. Retirement Plan
Participants per plan203Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Pine Valley

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

  1. 1
    Pine Valley Golf Club, Inc. Retirement Plan$14.8M
    Pine Valley Golf Club, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pine Valley, NJ?
1 plan(s) reported by 1 sponsor(s) are loaded for Pine Valley, NJ.

Related Form 5500 pages