ESOP
2022 plan-year ESOP DOL Form 5500

The Wilf Campus for Senior Living Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by The Oscar and Ella Wilf Campus for Senior Living Β· New Jersey Β· Healthcare & Social Assistance

What the 2023 filing shows

The Wilf Campus for Senior Living Retirement Plan holds $3M for 155 participants - about $21,807 per participant, down 21.0% over the 2022 plan year.

$3M
total plan assets (2022 EOY)
155
covered participants
$21,807
avg assets per participant
-21.0%
assets change YoY

The plan reported a net loss of $898K for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$3M
Participants
155
State
Industry
Healthcare & Social Assistance

What the Filing Says About The Wilf Campus for Senior Living Retirement Plan

The Wilf Campus for Senior Living Retirement Plan is a ESOP retirement plan sponsored by The Oscar and Ella Wilf Campus for Senior Living, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 155 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 521624834, and the plan has been effective since 1997-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2022 to $3M at year-end β€” a decline of 21.0%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-897,793 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$-897,793
Plan TypeESOP
Employer EIN521624834
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Oscar and Ella Wilf Campus for Senior Living)

Year Plans Participants Total Assets
2022 1 155 $3M
2023 1 154 $3M
2024 1 163 $4M

Nearby ESOP Plans in New Jersey

Peer ESOP plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the The Wilf Campus for Senior Living Retirement Plan?
As of the 2022 Form 5500 filing, The Wilf Campus for Senior Living Retirement Plan holds $3M in total assets with 155 participants. It is sponsored by The Oscar and Ella Wilf Campus for Senior Living.
What type of plan is The Wilf Campus for Senior Living Retirement Plan?
The Wilf Campus for Senior Living Retirement Plan is a ESOP plan. It has been effective since 1997-03-01. The plan is filed with the U.S. Department of Labor under EIN 521624834.
Who sponsors the The Wilf Campus for Senior Living Retirement Plan?
The Wilf Campus for Senior Living Retirement Plan is sponsored by The Oscar and Ella Wilf Campus for Senior Living, located in New Jersey. The sponsor's EIN is 521624834 and the plan operates in the Healthcare & Social Assistance industry.
How did The Wilf Campus for Senior Living Retirement Plan perform in 2022?
The Wilf Campus for Senior Living Retirement Plan declined by 21.0% during 2022, moving from $4M to $3M in total assets. Net income was $-897,793.
Where can I find official filings for The Wilf Campus for Senior Living Retirement Plan?
Official Form 5500 filings for The Wilf Campus for Senior Living Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521624834 or plan name at efast.dol.gov.
How does The Wilf Campus for Senior Living Retirement Plan compare to other plans?
You can compare The Wilf Campus for Senior Living Retirement Plan against other ESOP plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) β€” original filing retrieval by EIN 521624834.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.