Plan5500

Wharton, 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, Wharton, NJ has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $26,120,985 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Wharton

  • 5 loaded plans hold $26.1M in reported assets across 3 sponsors.
  • The largest, Gwtt 401(K) Plan, holds 66% of reported Wharton plan assets.
  • Plans cover 2,031 participants — about 406 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.1MSummed across loaded plans$26,118,941
Total reported assets$26.1M$26,120,985
Total reported participants2K2,031
Total reported liabilities$2K$2,044

Reported net position

Reported assets = net assets + liabilities (summed)$26.1M total assets
Net assets$26.1MLiabilities$2K
Contributions & income
Employer contributions$447.6K
Participant contributions$1.5M
Total income / additions$5.9M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.4M
Net increase / (decrease)$4.5M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation2 / 5 (40%)

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

Wharton market comparison

Largest plan share of assets66%Gwtt 401(K) Plan
Participants per plan406Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Wharton

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

  1. 1
    Gwtt 401(K) Plan$17.3M
    Ground/Water Treatment & Technology LLC · 2023
  2. 2
    Customized Distribution Services, Inc. 401(K) Plan$8.5M
    Customized Distribution Services, Inc. · 2023
  3. 3
    Prasada Cwb 401(K) Plan$365.9K
    Prasada Center For Well-Being, Inc. · 2023
  4. 4
    Customized Distribution Services Health And Welfare Plannot reported in the loaded dataset
    Customized Distribution Services, Inc. · 2023
  5. 5
    Gwtt Employee Benefits Plannot reported in the loaded dataset
    Ground Water Treatment & Technology , LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages