Back to filter
Original filing (PDF)20251014194435NAL0001782179001
DR. JEFFREY SAVITT
Form 5500-SF
FILING_RECEIVED
DR. JEFFREY SAVITT PENSION PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. JEFFREY SAVITT.
Plan sponsor
Name
DR. JEFFREY SAVITT
EIN
22-2777237
Address
1541 STATE HIGHWAY 88 WEST SUITE H · BRICK, NJ · 08724
Phone
(732) 840-9000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
INTEGRATED HEALTH AND WELLNESS CENTER, P.C.
INTEGRATED HEALTH AND WELLNESS CENTER, P.C. 401K PROFIT SHARING PLAN
$4.5M · 6 participants
MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C.
MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
$4.6M · 9 participants
ERIC L. SCHMETTERLING, D.C.
ERIC L. SCHMETTERLING, D.C. 401(K) SAFE HARBOR PROFIT SHARING PLAN
$4.5M · 4 participants
SPRING GROVE PHYSICAL MEDICINE AND REHABILITATION, LTD.
SPRING GROVE MEDICINE AND REHABILITATION, LTD. 401(K) PROFIT SHARING PLAN
$4.6M · 10 participants
BETTY J. CIUCHTA, DC SOLE PROP.
BETTY J. CIUCHTA, DC SOLE PROP. 401(K) PROFIT SHARING PLAN
$4.6M · 1 participants
EPSTEIN CHIROPRACTIC, PC
EPSTEIN CHIROPRACTIC, PC DEFINED BENEFIT PLAN
$4.4M · 4 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants
