Plan5500

Southampton, 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, Southampton, NJ has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $996,256 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Southampton

  • 3 loaded plans hold $996.3K in reported assets across 3 sponsors.
  • The largest, Piv Train, Inc. Retirement Plan, holds 79% of reported Southampton plan assets.
  • Plans cover 6 participants — about 2 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$996.3KSummed across loaded plans$996,256
Total reported assets$996.3K$996,256
Total reported participants6
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$996.3K total assets
Net assets$996.3KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$24.4K
Expenses & distributions
Benefits paid / distributions$185K
Total expenses$185K
Net increase / (decrease)-$160.5K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Southampton market comparison

Largest plan share of assets79%Piv Train, Inc. Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Southampton

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

  1. 1
    Piv Train, Inc. Retirement Plan$784.3K
    Piv Train, Inc. · 2023
  2. 2
    Sjre 22 Co. Retirement Plan$212K
    Sjre 22 Co. · 2023
  3. 3
    Sea Glass North Inc 401(K) Plan$0
    Sea Glass North Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Southampton, NJ?
3 plan(s) reported by 3 sponsor(s) are loaded for Southampton, NJ.

Related Form 5500 pages