Profit Sharing · DOL Form 5500 · 2023
North Jersey Elks Profit Sharing Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 196
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $62,870
- Avg per participant Low 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, 196 participants
North Jersey Elks's North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan reported $12M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #1,711 in Educational Services (3,735 peers)
Coverage in New Jersey
North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan covers 196 participants in New Jersey, about 23% of the average New Jersey filer (state average ~844 per filing). Assets: $12M.
- #1,711
- in Educational Services (3,735 peers)
- -0.9%
- assets change YoY
The plan reported a net loss of $117K 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 mid-pack asset rank among Educational Services and all filers
North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,322,549 Top 37% higher than 63% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 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 (196 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to -$117K in the plan year 2023 filing.
- North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan reported participants rose from 173 in the plan year 2022 filing to 196 in the plan year 2023 filing.
- North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan end-of-year assets fell from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 222675421 · North Jersey Elks PY 2023 · Profit Sharing
North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan · $12M · 196 · 63rd
- PHOTO $12M
- PHOTO 196
- PHOTO 63rd
- PHOTO Profit Sharing
- PHOTO near Fall Creek Farm & Nursery, Inc. 401(k) Profit
- PHOTO ind #1711
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) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$117K |
| 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 $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
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 Fall Creek Farm & Nursery, Inc. 401(k) Profit in OR ($12M); by covered participants it is Peters Heating and Air Conditioning, Inc Profit Sharing Plan in IL (196 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 (196 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.