Plan5500

Medford, 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, Medford, NJ has 13 loaded benefit plan(s) reported by 10 plan sponsor(s), with $49,605,021 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
10
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$48.7MSummed across loaded plans$48,745,604
Total reported assets$49.6M$49,605,021
Total reported participants2.1K2,122
Total reported liabilities$859.4K$859,417

Reported net position

Reported assets = net assets + liabilities (summed)$49.6M total assets
Net assets$48.7MLiabilities$859.4K
Contributions & income
Employer contributions$4.3M
Participant contributions$3.8M
Total income / additions$15M
Expenses & distributions
Benefits paid / distributions$7.2M
Total expenses$8.4M
Net increase / (decrease)$6.6M

Data coverage

Plans with financial statements10 / 13 (77%)
Plans with provider compensation3 / 13 (23%)

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

Computed from loaded plans

Medford market comparison

Largest plan share of assets41%Medford Leas 401(K) Plan
Participants per plan163Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Medford

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Medford Leas 401(K) Plan$20.5M
    The Estaugh T/A Medford Leas · 2023
  2. 2
    Haztek, Inc. 401(K) P/S Plan$11.4M
    Haztek, LLC · 2023
  3. 3
    J.S. Braddock Agency Employee Stock Ownership Plan$7.2M
    J.S. Braddock Agency · 2023
  4. 4
    Patchplus Consulting, Inc. Employee Stock Ownership Plan$6.5M
    Patchplus Consulting, Inc. · 2023
  5. 5
    Jiba D, Corp. Profit Sharing Plan$991K
    Jiba D, Corp. · 2023
  6. 6
    Haztek, Inc. Health And Wellness Plan$967.5K
    Haztek, Inc. · 2023
  7. 7
    Dunleavy Financial Management, Inc. Retirement Plan$851K
    Dunleavy Financial Management, Inc. · 2023
  8. 8
    South Jersey Oral And Maxillofacial Surgeons LLC Psp And Trust$740.7K
    South Jersey Oral & Maxillofacial Surgeons LLC Psp And Trust · 2023
  9. 9
    Harmonized Label Solutions, Inc. Retirement Plan$374.4K
    Harmonized Label Solutions, Inc. · 2023
  10. 10
    Proswim Fitness Inc Retirement Plan$122.7K
    Proswim Fitness Inc · 2023
  11. 11
    Medford Leas Group Health Insurance Plannot reported in the loaded dataset
    The Estaugh T/A Medford Leas · 2023
  12. 12
    Haztek, Inc. Group Insurance Plannot reported in the loaded dataset
    Haztek, Inc. · 2023
  13. 13
    Y.A.L.E. School'S Health And Welfare Benefits Programnot reported in the loaded dataset
    Y.A.L.E. School, Inc. · 2023

Largest plans in Medford → · Medford plans by participants → · Medford plans with financial data → · Medford plans with provider compensation → · $1B+ plans in Medford →

Related Form 5500 pages