Plan5500

Pomona, 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, Pomona, NJ has 5 loaded benefit plan(s) reported by 1 plan sponsor(s), with $5,519,644 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
1
Latest filing year
2023

What stands out in Pomona

  • 5 loaded plans hold $5.5M in reported assets across 1 sponsors.
  • The largest, Bacharach Institute For Rehabilitation Pension Plan, holds 100% of reported Pomona plan assets.
  • Plans cover 1,128 participants — about 226 per plan.
  • 20% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.5MSummed across loaded plans$5,519,644
Total reported assets$5.5M$5,519,644
Total reported participants1.1K1,128
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.5M total assets
Net assets$5.5MLiabilities$0
Contributions & income
Employer contributions$291.4K
Participant contributionsNot reported
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$8.4M
Total expenses$8.5M
Net increase / (decrease)-$7.1M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

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

Pomona market comparison

Largest plan share of assets100%Bacharach Institute For Rehabilitation Pension Plan
Participants per plan226Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Pomona

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

  1. 1
    Bacharach Institute For Rehabilitation Pension Plan$5.5M
    Bacharach Institute For Rehabilitation · 2023
  2. 2
    Bacharach Institute For Rehabiliation Health Plannot reported in the loaded dataset
    Bacharach Institute For Rehabilitation · 2023
  3. 3
    Bacharach Institute For Rehabilitation Dental Plannot reported in the loaded dataset
    Bacharach Institute For Rehabilitation · 2023
  4. 4
    Bacharach Institute For Rehabilitation Life Insurancenot reported in the loaded dataset
    Bacharach Institute For Rehabilitation Life Insurance · 2023
  5. 5
    Bacharach Institute For Rehabiliation Dental Managed Plannot reported in the loaded dataset
    Bacharach Institute For Rehabilitation · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages