Plan5500

Riverton, 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, Riverton, NJ has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,591,244 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Riverton

  • 2 loaded plans hold $1.6M in reported assets across 2 sponsors.
  • The largest, Nachmias Morris & Alt, LLC 401(K) Retirement Plan, holds 100% of reported Riverton plan assets.
  • Plans cover 23 participants — about 12 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$1.6MSummed across loaded plans$1,591,244
Total reported assets$1.6M$1,591,244
Total reported participants23
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.6M total assets
Net assets$1.6MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$15.2K
Total income / additions$233.1K
Expenses & distributions
Benefits paid / distributions$7.8M
Total expenses$7.8M
Net increase / (decrease)-$7.5M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Riverton market comparison

Largest plan share of assets100%Nachmias Morris & Alt, LLC 401(K) Retirement Plan
Participants per plan12Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Riverton

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

  1. 1
    Nachmias Morris & Alt, LLC 401(K) Retirement Plan$1.6M
    Nachmias Morris & Alt, LLC · 2023
  2. 2
    Riverton Holdings Retirement Plan$0
    Riverton Insurance Agency, Corp. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Riverton, NJ?
2 plan(s) reported by 2 sponsor(s) are loaded for Riverton, NJ.

Related Form 5500 pages