Plan5500

Verona, 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, Verona, NJ has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $16,572,352 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
6
Latest filing year
2023

What stands out in Verona

  • 6 loaded plans hold $16.6M in reported assets across 6 sponsors.
  • The largest, Vanguard Medical Group, Pa 401(K) Profit Sharing Plan, holds 81% of reported Verona plan assets.
  • Plans cover 243 participants — about 41 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.7MSummed across loaded plans$16,736,745
Total reported assets$16.6M$16,572,352
Total reported participants243
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.6M total assets
Net assets$16.7MLiabilities$0
Contributions & income
Employer contributions$493.7K
Participant contributions$1.2M
Total income / additions$4.1M
Expenses & distributions
Benefits paid / distributions$144.8K
Total expenses$158.8K
Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements6 / 6 (100%)
Plans with provider compensation1 / 6 (17%)

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

Verona market comparison

Largest plan share of assets81%Vanguard Medical Group, Pa 401(K) Profit Sharing Plan
Participants per plan41Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Verona

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

  1. 1
    Vanguard Medical Group, Pa 401(K) Profit Sharing Plan$13.5M
    Vanguard Medical Group, Pa · 2023
  2. 2
    Ferrarabuckworth, LLC 401k Plan$1.8M
    Ferrarabuckworth, LLC · 2023
  3. 3
    G6 Provisions 401k Trust$773.6K
    G6 Provisions Inc · 2023
  4. 4
    Steven R. Goldberg Esq. Money Purchase Plan$296.6K
    Steven R. Goldberg, Esq. · 2023
  5. 5
    Jeffs Wings Inc 401(K) Plan$135.6K
    Jeffs Wings Inc · 2023
  6. 6
    Overflown Corp. 401(K) Profit Sharing Plan$54.7K
    Overflown Corp. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Verona, NJ?
6 plan(s) reported by 6 sponsor(s) are loaded for Verona, NJ.

Related Form 5500 pages