Pennington, 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, Pennington, NJ has 14 loaded benefit plan(s) reported by 12 plan sponsor(s), with $63,592,528 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
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $63,592,528
- Total reported liabilities (EOY)
- $1,476,186
- Total reported net assets (EOY)
- $62,116,342
Contributions & income
- Employer contributions
- $973,065
- Participant contributions
- $1,836,053
- Total income / additions
- $13,622,819
Expenses & distributions
- Benefits paid / distributions
- $6,020,945
- Total expenses
- $6,662,590
- Net increase / (decrease)
- $6,960,229
Coverage
- Total reported participants
- 10,922
- Plans with financial statements
- 10
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pennington, 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 |
|---|---|---|---|
| The Pennington School Dc Retirement Plan | The Pennington School | $43,081,308 | 2023 |
| Mbl Life Wrap Around Welfare Benefit Plan | Mbl Life Assurance Corporation | $7,328,559 | 2023 |
| Sensing Strategies, Inc. 401(K) Plan | Sensing Strategies Inc | $7,262,213 | 2023 |
| Sympatec E401(K) | Sympatec Inc | $3,023,903 | 2023 |
| Robert N. Ridolfi, LLC 401 (K) Plan | Robert N. Ridolfi, Esq | $1,473,184 | 2023 |
| Premium Services Group Inc. Retirement Plan | Premium Services Group Inc. | $510,717 | 2023 |
| Mutanium 401k | Mutanium Incorporated | $449,016 | 2023 |
| Tjp Industries Incorporated 401(K) Profit Sharing Plan | Tjp Industries Incorporated | $321,447 | 2023 |
| First Choice Wellness Corp. 401(K) Profit Sharing Plan | First Choice Wellness Corp. | $80,863 | 2023 |
| Ashoka Systems, Inc. 401(K) Plan | Ashoka Systems, Inc. | $61,318 | 2023 |
| Merrill Lynch Death Benefit Plan | Merrill Lynch Pierce Fenner & Smith Inc. | not reported in the loaded dataset | 2023 |
| The Pennington School Medical Health Plan | The Pennington School | not reported in the loaded dataset | 2023 |
| The Pennington School Dental Plan | The Pennington School | not reported in the loaded dataset | 2023 |
| Zydus Pharmaceuticals (Usa) Inc. Welfare Benefit Plan | Zydus Pharmaceuticals (Usa) Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Pennington → · Pennington plans by participants → · Pennington plans with financial data → · Pennington plans with provider compensation → · $1B+ plans in Pennington →
Related Form 5500 pages
- All NJ Form 5500 filings
- The Pennington School Dc Retirement Plan (plan 001)
- The Pennington School — all reported plans
- Mbl Life Wrap Around Welfare Benefit Plan (plan 520)
- Mbl Life Assurance Corporation — all reported plans
- Sensing Strategies, Inc. 401(K) Plan (plan 001)
- Sensing Strategies Inc — all reported plans
- Sympatec E401(K) (plan 001)
- Sympatec Inc — all reported plans
- Robert N. Ridolfi, LLC 401 (K) Plan (plan 001)
- Robert N. Ridolfi, Esq — all reported plans
- Premium Services Group Inc. Retirement Plan (plan 001)
- Premium Services Group Inc. — all reported plans
- Mutanium 401k (plan 001)
- Mutanium Incorporated — all reported plans
- Tjp Industries Incorporated 401(K) Profit Sharing Plan (plan 001)
- Tjp Industries Incorporated — all reported plans
- First Choice Wellness Corp. 401(K) Profit Sharing Plan (plan 001)
- First Choice Wellness Corp. — all reported plans
- Ashoka Systems, Inc. 401(K) Plan (plan 001)
- Ashoka Systems, Inc. — all reported plans
- Merrill Lynch Death Benefit Plan (plan 509)
- Merrill Lynch Pierce Fenner & Smith Inc. — all reported plans
- The Pennington School Medical Health Plan (plan 504)
- The Pennington School Dental Plan (plan 503)
- Zydus Pharmaceuticals (Usa) Inc. Welfare Benefit Plan (plan 501)
- Zydus Pharmaceuticals (Usa) Inc. — all reported plans
- Methodology
- Data sources