Lawrenceville, NJ Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lawrenceville, NJ has 31 loaded benefit plan(s) reported by 19 plan sponsor(s), with $1,371,096,226 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 31
- Plan sponsors
- 19
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,371,096,226
- Total reported liabilities (EOY)
- $2,135,083
- Total reported net assets (EOY)
- $1,368,876,118
Contributions & income
- Employer contributions
- $19,439,339
- Participant contributions
- $62,376,836
- Total income / additions
- $290,702,137
Expenses & distributions
- Benefits paid / distributions
- $108,751,697
- Total expenses
- $114,083,338
- Net increase / (decrease)
- $176,618,799
Coverage
- Total reported participants
- 24,765
- Plans with financial statements
- 20
- Plans with provider compensation
- 17
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lawrenceville, NJ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Capital Health System Retirement Savings & Investment Plan | Capital Health System, Inc. | $376,536,041 | 2023 |
| Rider University Defined Contribution Retirement Plan | Rider University | $314,495,382 | 2023 |
| Lawrenceville School Defined Contribution Retirement Plan | Lawrenceville School | $158,546,437 | 2023 |
| Rider University Tax Deferred Annuity Plan | Rider University | $103,053,485 | 2023 |
| Fusion Employer Services Retirement Savings Plan | Fusion Employer Services, LLC | $76,961,421 | 2023 |
| Adare Pharmaceuticals, Inc. 401(K) Plan | Adare Pharmaceuticals, Inc. | $57,752,901 | 2023 |
| Joseph Jingoli & Son, Inc. 401(K) Plan | Joseph Jingoli & Son, Inc. | $57,344,017 | 2023 |
| Capital Health Pension Plan | Capital Health System, Inc. | $52,339,670 | 2023 |
| Factor Systems, LLC. Dba Billtrust (A Wholly Owned Subsidiary Of Btrs Holdings) | Factor Systems, LLC. Dba Billtrust (A Wholly Owned Subsidiary Of Btrs | $49,073,417 | 2023 |
| Retirement Savings Plan For Employees Of Datacolor Inc. | Datacolor Inc. | $41,268,410 | 2023 |
| Arora And Associates, P.C. Pension Plan | Arora And Associates, P.C. | $34,278,034 | 2023 |
| Nexus/Sherwood Retirement Plan | Nexus Management, LLC | $15,165,125 | 2023 |
| Lmt Mercer Group, Inc. 401(K) Plan | Lmt Mercer Group, Inc. | $14,500,095 | 2023 |
| Muller Automotive, Inc. 401k Plan | Muller Automotive, Inc. | $11,225,970 | 2023 |
| Homefront, Inc. 401(K) Plan | Homefront, Inc. | $5,125,611 | 2023 |
| The Affiliated Physicians & Employers Health Plan | Affiliated Physicians And Employers Master Trust | $3,017,468 | 2023 |
| Arora And Associates, P.C. Employee Benefit Plan | Arora And Associates, P.C. | $153,519 | 2023 |
| Don'T Look Back, Inc. 401(K) Profit Sharing Plan | Don'T Look Back, Inc. | $91,086 | 2023 |
| The Simpson Group Of Lawrenceville Co. Retirement Plan | The Simpson Group Of Lawrenceville Co. | $85,025 | 2023 |
| Roze Lh 401k | Roze Luxury Homes Corporation | $83,112 | 2023 |
| Sherwood Industries, Inc. Welfare Benefits Plan | Sherwood Industries, Inc. | not reported in the loaded dataset | 2023 |
| Joseph Jingoli & Son, Inc. | Joseph Jingoli & Son, Inc. | not reported in the loaded dataset | 2023 |
| Joseph Jingoli & Sons, Inc. - Life & Disability | Joseph Jingoli & Sons, Inc. | not reported in the loaded dataset | 2023 |
| Rider University Health And Welfare Plan | Rider University | not reported in the loaded dataset | 2023 |
| Adare Pharmaceuticals, Inc. Employee Benefit Plan | Adare Pharmaceuticals, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Lawrenceville → · Lawrenceville plans by participants → · Lawrenceville plans with financial data → · Lawrenceville plans with provider compensation → · $1B+ plans in Lawrenceville →
Related Form 5500 pages
- All NJ Form 5500 filings
- Capital Health System Retirement Savings & Investment Plan (plan 002)
- Capital Health System, Inc. — all reported plans
- Rider University Defined Contribution Retirement Plan (plan 001)
- Rider University — all reported plans
- Lawrenceville School Defined Contribution Retirement Plan (plan 001)
- Lawrenceville School — all reported plans
- Rider University Tax Deferred Annuity Plan (plan 003)
- Fusion Employer Services Retirement Savings Plan (plan 001)
- Fusion Employer Services, LLC — all reported plans
- Adare Pharmaceuticals, Inc. 401(K) Plan (plan 003)
- Adare Pharmaceuticals, Inc. — all reported plans
- Joseph Jingoli & Son, Inc. 401(K) Plan (plan 001)
- Joseph Jingoli & Son, Inc. — all reported plans
- Capital Health Pension Plan (plan 001)
- Factor Systems, LLC. Dba Billtrust (A Wholly Owned Subsidiary Of Btrs Holdings) (plan 001)
- Factor Systems, LLC. Dba Billtrust (A Wholly Owned Subsidiary Of Btrs — all reported plans
- Retirement Savings Plan For Employees Of Datacolor Inc. (plan 001)
- Datacolor Inc. — all reported plans
- Arora And Associates, P.C. Pension Plan (plan 001)
- Arora And Associates, P.C. — all reported plans
- Nexus/Sherwood Retirement Plan (plan 002)
- Nexus Management, LLC — all reported plans
- Lmt Mercer Group, Inc. 401(K) Plan (plan 002)
- Lmt Mercer Group, Inc. — all reported plans
- Muller Automotive, Inc. 401k Plan (plan 001)
- Muller Automotive, Inc. — all reported plans
- Homefront, Inc. 401(K) Plan (plan 001)
- Homefront, Inc. — all reported plans
- Methodology
- Data sources