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New Jersey › Health care and social assistance › 100 to 249 participants

Form 5500 statement · plan year 1 Jul 2024 to 30 Jun 2025

Integrity, Inc. Profit Sharing Plan

Sponsored by Integrity, Inc., Newark, NJ

profit-sharing plan

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$7.5Mnet assets, end of plan year+5% on the year
241participants161 active
$30,998net assets per participantsame-size median $60,185
$4,753employer contributions per active participantsame-size median $2,447

In the plan year ending 30 Jun 2025, Integrity, Inc. Profit Sharing Plan covered 241 participants and held $7.5M in net assets. The plan is a profit-sharing plan sponsored by Integrity, Inc. of Newark, New Jersey.

Net assets came to $30,998 per participant, well below the $60,185 median for defined contribution plans with 100 to 249 participants and close to the $30,764 median for defined contribution plans in health care and social assistance. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

The employer contributed $765K during the year, or $4,753 per active participant against a same-size median of $2,447; participants contributed —. Benefits paid out totalled $1.0M.

Schedule C lists 3 service provider organisations paid $5,000 or more, with reported compensation of $60K: $247 per participant, well above the same-size median of $194. Administrative expenses charged to the plan were $25K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $5.1M in 2009 to $7.5M in 2024 (up 47%), and participants from 230 to 241 (up 5%).

The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.

Compared with similar plans

MeasureThis planSame sizeSame industryAll US DC plans
Net assets per participant$30,998$60,185$30,764$53,102
Employer contributions per active participant$4,753$2,447$1,536$2,175
Schedule C compensation per participant$247$194$93.85$123
Schedule C compensation, share of net assets0.80%0.32%0.31%0.26%
Administrative expenses per participant$105$176$86.53$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (21,996 plans), health care and social assistance (9,402) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2009: $5.1M2010: $5.6M2011: $4.3M2012: $4.9M2013: $5.3M2014: $5.0M2015: $4.6M2016: $5.1M2017: $5.3M2018: $4.9M2019: $5.2M2020: $6.2M2021: $5.8M2022: $6.3M2023: $7.1M2024: $7.5M$5.1M$7.5M20092012201620202024
Net assets at year end
2009: 2302010: 2202011: 1992012: 2142013: 1922014: 2112015: 2282016: 2222017: 2462018: 2512019: 2362020: 2292021: 2282022: 2402023: 2492024: 24123025124120092012201620202024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
2024241$7.5M$31,000$765K—$60K
2023249$7.1M$28,659$771K—$0
2022240$6.3M$26,300$749K—$37K
2021228$5.8M$25,311$727K—$40K
2020229$6.2M$27,035$710K$0$39K
2019236$5.2M$22,004$443K—$34K
2018251$4.9M$19,645$257K—$40K
2017246$5.3M$21,447$491K—$33K
2016222$5.1M$23,167$520K—$31K
2015228$4.6M$20,140$431K—$39K
2014211$5.0M$23,825$351K—$45K
2013192$5.3M$27,365$350K—$60K
2012214$4.9M$22,794$361K—$0
2011199$4.3M$21,563$220K—$0
2010220$5.6M$25,282——$0
2009230$5.1M$22,143——$0

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$7,135,929
  • Employer contributions$765,238
  • Participant contributions—
  • Rollovers and other contributions—
  • Total contributions$765,238
  • Total income, including investment results$1,397,180
  • Benefits paid$1,037,120
  • Administrative expenses$25,404
  • Total expenses$1,062,524
  • Net income$334,656
  • Net transfers$0
  • Net assets, end of year$7,470,585

Participants

  • Active participants161
  • Retired or separated, receiving benefits7
  • Retired or separated, entitled to future benefits72
  • Participants with account balances239
  • Total participants, end of year241

Fees and service providers

$60KSchedule C compensation to organisations$56K direct · $3,474 indirect
$247per participantsame-size median $194
0.80%of net assetssame-size median 0.32%
$25Kadministrative expenses charged to the plan$105 per participant
OrganisationServices reportedDirectIndirect
NationwideRecordkeeping fees$27,795$0
OneDigital Investment AdvisorInvestment advisory (plan)$24,344$0
Intac Actuarial Services Inc.Other fees$3,973$3,474

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Investment advisory and management fees$25,404
  • Total administrative expenses$25,404

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Registered investment companies (mutual funds)$6.7M · 89.8%
  • Receivables$765K · 10.2%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Accounting firmWithumsmith & Brown
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $1,000,000
  • Blackout period during the yearNo

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 3DPre-approved pension plan
  • 2TTotal or partial participant-directed account plan with a default investment account

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 621330: Offices of Mental Health Practitioners (except Physicians).

Other plans of Integrity, Inc.

PlanParticipantsNet assets
Integrity House Retirement Plan555$5.8M

Similar plans in New Jersey

PlanSponsorParticipantsNet assetsPer participant
401(k) Profit Sharing Plan for Community Hope, Inc.Community Hope, Inc.245$4.5M$18,293
Bergen's Promise, Inc. Profit Sharing PlanBergen's Promise, Inc.241$2.9M$12,138
Scarc, Inc. Retirement PlanScarc, Inc.245$9.7M$39,400
Angelic Health 401(k) PlanAngelic Practice Management LLC240$2.2M$9,033
403(b) Thrift Plan of Eva's Village, Inc.Eva's Village, Inc.246$3.6M$14,568
Wecare Home Care 401(k) PlanWecare Home Care240$204K$849

Defined contribution plans in health care and social assistance closest in size.

Questions and answers

How big is Integrity, Inc. Profit Sharing Plan?

241 participants at the end of the plan year ending 30 Jun 2025, of whom 161 were active employees, with net assets of $7,470,585. Among defined contribution plans that places it in the 100 to 249 participants band, which held 21,996 plans in plan year 2024.

What does Integrity, Inc. contribute per participant?

The filing reports $765,238 in employer contributions for the year, which is $4,753 per active participant; the median for plans of the same type and size was $2,447 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports $59,586 in compensation to service provider organisations, $247 per participant or 0.80% of net assets. The same-size median among plans reporting any Schedule C compensation was $194 per participant. Administrative expenses on Schedule H were $25,404. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is Integrity, Inc.. Recordkeeping or administration: Nationwide. Investment advisory or management: OneDigital Investment Advisor. The financial statements were audited by Withumsmith & Brown. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Jul 2024 to 30 Jun 2025, received by the Department of Labor on 10 Apr 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 22-1894796, plan 001, received 10 Apr 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.