Madison, 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, Madison, NJ has 14 loaded benefit plan(s) reported by 8 plan sponsor(s), with $1,302,722,266 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,302,722,266
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$1,302,719,505

Contributions & income

Employer contributions
$26,339,435
Participant contributions
$64,977,386
Total income / additions
$286,217,404

Expenses & distributions

Benefits paid / distributions
$137,346,102
Total expenses
$138,980,936
Net increase / (decrease)
$147,236,468

Coverage

Total reported participants
31,347
Plans with financial statements
8
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Madison, 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

Largest loaded plans in Madison, NJ
PlanSponsorReported assets (EOY)Year
Anywhere Real Estate Group LLC Employee Savings PlanAnywhere Real Estate Group LLC$953,041,9402023
Drew University Defined Contribution And Tax Deferred PlanDrew University$215,827,2232023
Stephen Gould Corporation Retirement PlanStephen Gould Corporation$66,276,3512023
Leo Pharma Inc. 401(K) PlanLeo Pharma Inc.$63,371,6722023
Hm Sarrow, Inc. Profit Sharing PlanHm Sarrow, Inc.$1,555,5772023
Lml Ventures, Inc. Retirement PlanLml Ventures, Inc.$1,185,8302023
Hic Network Security Solutions 401(K) Profit Sharing Plan & TrustHic Network Security Solutions$1,036,2362023
Herrigel, Bolan & Poy Profit Sharing PlanHerrigel, Bolan & Poy Llp$427,4372023
Group Insurance Plan Of Stephen Gould CorporationStephen Gould Corporationnot reported in the loaded dataset2023
Anywhere Real Estate Group LLC Severance Pay Plan For OfficersAnywhere Real Estate Group LLCnot reported in the loaded dataset2023
Anywhere Real Estate Group LLC Severance Pay Plan For Non-Officer EmployeesAnywhere Real Estate Group LLCnot reported in the loaded dataset2023
Leo Pharma, Inc. Employee Benefits PlanLeo Pharma, Inc.not reported in the loaded dataset2023
Anywhere Real Estate Group LLC Health And Welfare PlanAnywhere Real Estate Group LLCnot reported in the loaded dataset2023
Drew University Health PlanDrew Universitynot reported in the loaded dataset2023

Related Form 5500 pages