Shrewsbury, 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, Shrewsbury, NJ has 24 loaded benefit plan(s) reported by 9 plan sponsor(s), with $2,503,978,300 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 24
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,503,978,300
- Total reported liabilities (EOY)
- $2,628,586
- Total reported net assets (EOY)
- $2,501,349,714
Contributions & income
- Employer contributions
- $100,657,790
- Participant contributions
- $233,966,648
- Total income / additions
- $695,506,377
Expenses & distributions
- Benefits paid / distributions
- $224,911,579
- Total expenses
- $235,182,641
- Net increase / (decrease)
- $460,323,736
Coverage
- Total reported participants
- 76,698
- Plans with financial statements
- 22
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shrewsbury, 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 |
|---|---|---|---|
| Buildwise | Plan Professionals, LLC | $599,693,066 | 2023 |
| Accruewise Pep | Plan Professionals, LLC | $566,720,987 | 2023 |
| Successwise Pooled Employer Plan | Plan Professionals, LLC | $475,113,446 | 2023 |
| Isolved 401-K Plan | Plan Professionals, LLC | $307,728,458 | 2023 |
| Open Pep | Plan Professionals, LLC | $268,704,607 | 2023 |
| Open Pep 2 | Plan Professionals LLC | $79,623,133 | 2023 |
| Retirement Path Pooled Employer Plan | Plan Professionals, LLC | $40,289,967 | 2023 |
| Your 401(K) Plan | Plan Professionals, LLC | $34,803,923 | 2023 |
| Atlantic Ambulatory Anesthesia Associates, LLC 401(K) Profit Sharing Plan And Trust | Atlantic Ambulatory Anesthesia Associates, LLC | $23,772,365 | 2023 |
| The Plastic Surgery Center, Pa Safe Harbor Pension Plan | Jot Management LLC D/B/A Sycamore Medical Management | $22,302,675 | 2023 |
| Hcp Management Operations, Inc. Retirement Savings Plan | Hcp Management Operations, Inc. | $17,712,522 | 2023 |
| America'S Healthcare Employee Retirement Pep | Plan Professionals, LLC | $17,093,856 | 2023 |
| Integrated Medicine Alliance,P.A 401k Ps Plan | Integrated Medical Alliance,Pa | $16,957,401 | 2023 |
| Ezchoice 401(K) Pooled Employer Plan | Plan Professionals, LLC | $14,563,151 | 2023 |
| Premier 401(K) Pooled Employer Plan | Plan Professionals, LLC | $11,765,837 | 2023 |
| Employer Flexible 401(K) Pep | Plan Professionals, LLC | $3,205,226 | 2023 |
| Henshell & Buccellato Profit Sharing Plan | Henshell & Buccellato | $1,365,909 | 2023 |
| The Sport Spot Profit Sharing Plan | The Sport Spot, Inc | $1,216,254 | 2023 |
| Total Retirement Solutions Pooled Employer Plan | Plan Professionals LLC | $959,022 | 2023 |
| Bks Pooled Employer Plan | Plan Professionals, LLC | $386,495 | 2023 |
| Lawes Environmental Services Keogh Profit Sharing | Lawes Environmental Services, LLC | $0 | 2023 |
| Nppg Retirement Select 100+Pep | Plan Professionals, LLC | $0 | 2023 |
| Northeast Professional Planning Group Inc Welfare Benefit Plan | Northeast Professional Planning Group Inc. | not reported in the loaded dataset | 2023 |
| Hcp Management Operations, Inc. Employee Benefits Plan | Hcp Management Operations, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Shrewsbury → · Shrewsbury plans by participants → · Shrewsbury plans with financial data → · Shrewsbury plans with provider compensation → · $1B+ plans in Shrewsbury →
Related Form 5500 pages
- All NJ Form 5500 filings
- Buildwise (plan 333)
- Plan Professionals, LLC — all reported plans
- Accruewise Pep (plan 334)
- Successwise Pooled Employer Plan (plan 314)
- Isolved 401-K Plan (plan 310)
- Open Pep (plan 301)
- Open Pep 2 (plan 320)
- Retirement Path Pooled Employer Plan (plan 304)
- Your 401(K) Plan (plan 305)
- Atlantic Ambulatory Anesthesia Associates, LLC 401(K) Profit Sharing Plan And Trust (plan 002)
- Atlantic Ambulatory Anesthesia Associates, LLC — all reported plans
- The Plastic Surgery Center, Pa Safe Harbor Pension Plan (plan 001)
- Jot Management LLC D/B/A Sycamore Medical Management — all reported plans
- Hcp Management Operations, Inc. Retirement Savings Plan (plan 001)
- Hcp Management Operations, Inc. — all reported plans
- America'S Healthcare Employee Retirement Pep (plan 308)
- Integrated Medicine Alliance,P.A 401k Ps Plan (plan 001)
- Integrated Medical Alliance,Pa — all reported plans
- Ezchoice 401(K) Pooled Employer Plan (plan 306)
- Premier 401(K) Pooled Employer Plan (plan 311)
- Methodology
- Data sources