Plan5500

Tenafly, 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, Tenafly, NJ has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $47,208,360 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

What stands out in Tenafly

  • 7 loaded plans hold $47.2M in reported assets across 7 sponsors.
  • The largest, Tenafly Pediatrics, P.A. 401(K) Profit Sharing Plan, holds 64% of reported Tenafly plan assets.
  • Plans cover 366 participants — about 52 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$47.2MSummed across loaded plans$47,191,027
Total reported assets$47.2M$47,208,360
Total reported participants366
Total reported liabilities$17.3K$17,333

Reported net position

Reported assets = net assets + liabilities (summed)$47.2M total assets
Net assets$47.2MLiabilities$17.3K
Contributions & income
Employer contributions$1.5M
Participant contributions$1.5M
Total income / additions$10.7M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.2M
Net increase / (decrease)$8.5M

Data coverage

Plans with financial statements7 / 7 (100%)
Plans with provider compensation2 / 7 (29%)

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

Tenafly market comparison

Largest plan share of assets64%Tenafly Pediatrics, P.A. 401(K) Profit Sharing Plan
Participants per plan52Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Tenafly

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

  1. 1
    Tenafly Pediatrics, P.A. 401(K) Profit Sharing Plan$30.1M
    Tenafly Pediatrics, P.A. · 2023
  2. 2
    Jcc On The Palisades 403(B) Retirement Plan$9.5M
    Kaplen Jewish Community Center On The Palisades · 2023
  3. 3
    Muus Asset Management 401(K) Plan$3.9M
    Muus Asset Management Co. LLC · 2023
  4. 4
    Shadow Lake Associates, Inc. 401(K) Profit Sharing Plan$1.9M
    Shadow Lake Associates, Inc. · 2023
  5. 5
    Bbh Holdings Inc. 401(K) Plan$1.2M
    Bbh Holdings Inc. · 2023
  6. 6
    Allied Trust Fund$630.3K
    Allied Trust Fund · 2023
  7. 7
    Profit Sharing Plan Fbo George T. Brown, Jr.$67.8K
    George T Brown Jr Cpa · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Tenafly, NJ?
7 plan(s) reported by 7 sponsor(s) are loaded for Tenafly, NJ.

Related Form 5500 pages