Plan5500

South Jersey Industries, Inc. Retirement Plan For Elizabethtown And Elkton Gas Employees — Form 5500 plan (South Jersey Industries, Inc.)

Plain-English plan 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, South Jersey Industries, Inc. Retirement Plan For Elizabethtown And Elkton Gas Employees is a benefit plan reported by South Jersey Industries, Inc. under EIN 22-1901645 and plan number 005. The latest loaded filing year is 2023. The filing reports 439 participants and $73,922,937 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$73.8MPlan net assets, end of year$73,834,070
Participants439Covered participants reported
Assets / participant$168.4KComputed: assets ÷ participants$168,389 (computed)
Provider compensation$487.9K5 Schedule C provider row(s)$487,854
Plan sponsor
South Jersey Industries, Inc.
EIN
22-1901645
Plan number
005
Plan type
2
Location
Folsom, NJ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    439 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$73.9M total assets
Net assets$73.8MLiabilities$88.9K
Money in vs. money out
Total income / additions$9.6M
Total expenses$9M
Benefits paid / distributions$8.1M
Full reported line items

Net assets

Total assets (EOY)
$73,922,937
Total liabilities (EOY)
$88,867
Net assets (EOY)
$73,834,070
Net assets (BOY)
$73,209,255

Income & contributions

Total contributions
$0
Total income / additions
$9,596,025

Expenses & distributions

Benefits paid
$8,142,198
Administrative expenses
$829,012
Total expenses
$8,971,210
Net increase / (decrease)
$624,815
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income85%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Greystone Consulting$185K
    NONE · Direct $185K
  2. 2
    Bank Of America, Na$123.6K
    NONE · Direct $123.6K
  3. 3
    Willis Towers Watson, Us LLC$120.9K
    NONE · Direct $120.9K
  4. 4
    Bdo Usa, P.C.$39.4K
    NONE · Direct $39.4K
  5. 5
    Matrix Trust Company$19K
    NONE · Direct $19K

What to inspect next

Frequently asked questions

Who sponsors the South Jersey Industries, Inc. Retirement Plan For Elizabethtown And Elkton Gas Employees?
South Jersey Industries, Inc. Retirement Plan For Elizabethtown And Elkton Gas Employees is reported as sponsored by South Jersey Industries, Inc. (EIN 22-1901645, plan number 005) in public Form 5500 filings.
What is the most recent Form 5500 filing year for South Jersey Industries, Inc. Retirement Plan For Elizabethtown And Elkton Gas Employees?
The latest Form 5500 filing year loaded for South Jersey Industries, Inc. Retirement Plan For Elizabethtown And Elkton Gas Employees is 2023.
How many participants does South Jersey Industries, Inc. Retirement Plan For Elizabethtown And Elkton Gas Employees report?
South Jersey Industries, Inc. Retirement Plan For Elizabethtown And Elkton Gas Employees reports 439 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for South Jersey Industries, Inc. Retirement Plan For Elizabethtown And Elkton Gas Employees?
South Jersey Industries, Inc. Retirement Plan For Elizabethtown And Elkton Gas Employees reports $73,922,937 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages