Barnegat, 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, Barnegat, NJ has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $18,528,237 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
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $18,528,237
- Total reported liabilities (EOY)
- $90,005
- Total reported net assets (EOY)
- $18,438,232
Contributions & income
- Employer contributions
- $630,478
- Participant contributions
- $621,129
- Total income / additions
- $3,166,616
Expenses & distributions
- Benefits paid / distributions
- $293,548
- Total expenses
- $421,991
- Net increase / (decrease)
- $2,744,625
Coverage
- Total reported participants
- 426
- Plans with financial statements
- 6
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Barnegat, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Walters Management Company, Inc. 401(K) Plan | Walters Management Company, Inc. | $11,574,885 | 2023 |
| Barnegat Animal Clinic, LLC Profit Sharing Plan | Barnegat Animal Clinic, LLC | $5,921,710 | 2023 |
| Usw Local 318 Health & Welfare Trust Fund | Board Of Trustees Local 318 Health & Welfare Trust Fund | $787,188 | 2023 |
| Nio Marketing, Inc. 401(K) Profit Sharing Plan | Nio Marketing, Inc. | $145,327 | 2023 |
| Physio Science Supplements Inc 401(K) Plan | Physio Science Supplements Inc | $99,127 | 2023 |
| Ed& C Technologies Inc. Retirement Plan | Ed& C Technologies Inc. | $0 | 2023 |
Largest plans in Barnegat → · Barnegat plans by participants → · Barnegat plans with financial data → · Barnegat plans with provider compensation → · $1B+ plans in Barnegat →
Related Form 5500 pages
- All NJ Form 5500 filings
- Walters Management Company, Inc. 401(K) Plan (plan 001)
- Walters Management Company, Inc. — all reported plans
- Barnegat Animal Clinic, LLC Profit Sharing Plan (plan 001)
- Barnegat Animal Clinic, LLC — all reported plans
- Usw Local 318 Health & Welfare Trust Fund (plan 501)
- Board Of Trustees Local 318 Health & Welfare Trust Fund — all reported plans
- Nio Marketing, Inc. 401(K) Profit Sharing Plan (plan 001)
- Nio Marketing, Inc. — all reported plans
- Physio Science Supplements Inc 401(K) Plan (plan 001)
- Physio Science Supplements Inc — all reported plans
- Ed& C Technologies Inc. Retirement Plan (plan 001)
- Ed& C Technologies Inc. — all reported plans
- Methodology
- Data sources