Profit Sharing · DOL Form 5500 · 2022
North Jersey Elks Profit Sharing Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 173
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $71,907
- Avg per participant Below avg balance/head
Official DOL plan name: North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan · Sponsored by North Jersey Elks · New Jersey · Educational Services
$12M in assets, 173 participants
North Jersey Elks's North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan reported $12M in total assets and 173 participants in its 2022 DOL Form 5500 filing, ranking in the 69th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,064 in Educational Services (4,024 peers)
Coverage in New Jersey
North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan covers 173 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $12M.
- #2,064
- in Educational Services (4,024 peers)
- -24.2%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan's outsized position by total assets
North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,439,988 Top 31% higher than 69% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan sits mid-pack in the medium band (173 participants).
Plan-year Form 5500 strip
Filing strip 222675421 · North Jersey Elks PY 2022 · Profit Sharing
North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan · $12M · 173 · 69th
- RANK $12M
- PHOTO 173
- IND 69th
- EOY Profit Sharing
- 5500 near Bernhard Farms Inc Profit Sharing Plan
- ASSETS ind #2064
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in New Jersey →
North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$4M |
| Employer EIN | 222675421 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North Jersey Elks)
Sponsor-wide plan assets over time
All North Jersey Elks plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 3.353451787895615% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 173 | $12M |
| 2023 | 1 | 196 | $12M |
| 2024 | 1 | 225 | $13M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Bernhard Farms Inc Profit Sharing Plan in IL ($12M); by covered participants it is C. Blackburn Inc. Retirement Plan in NY (173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.
- C. Blackburn Inc. Retirement Plan (NY) 173 · 0 off
- Semper Fi & America's Fund ERISA 403(b) Plan (VA) 173 · 0 off
- Grupo Carmelo Savings and Investment Plan (PR) 173 · 0 off
- Methodist Manor Retirement Community 403(b) Plan (IA) 173 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.