Mount Holly, 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, Mount Holly, NJ has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $117,439,402 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$117.4MSummed across loaded plans$117,439,402
Total reported assets$117.4M$117,439,402
Total reported participants3.2K3,208
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$117.4M total assets
Net assets$117.4MLiabilities$0
Contributions & income
Employer contributions$7.4M
Participant contributions$2.4M
Total income / additions$21.7M
Expenses & distributions
Benefits paid / distributions$11.3M
Total expenses$11.7M
Net increase / (decrease)$10M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation3 / 4 (75%)

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

Largest loaded plans in Mount Holly, NJ
PlanSponsorReported assets (EOY)Year
Oaks Integrated Care, Inc. 403(B) Savings PlanOaks Integrated Care, Inc.$41,111,5512023
Richard A. Alaimo Associates Savings And Investment PlanRichard A. Alaimo Associates$38,997,1722023
Oaks Integrated Care, Inc. 403(B) PlanOaks Integrated Care, Inc.$37,330,6792023
Oaks Integrated Care Health And Welfare PlanOaks Integrated Carenot reported in the loaded dataset2023

Related Form 5500 pages