Weehawken, 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, Weehawken, NJ has 9 loaded benefit plan(s) reported by 3 plan sponsor(s), with $10,105,171,927 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $10,105,171,927
- Total reported liabilities (EOY)
- $19,121,827
- Total reported net assets (EOY)
- $10,086,050,100
Contributions & income
- Employer contributions
- $210,359,035
- Participant contributions
- $369,424,251
- Total income / additions
- $2,254,341,201
Expenses & distributions
- Benefits paid / distributions
- $678,131,966
- Total expenses
- $695,782,280
- Net increase / (decrease)
- $1,558,558,921
Coverage
- Total reported participants
- 86,602
- Plans with financial statements
- 5
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Weehawken, 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 |
|---|---|---|---|
| Ubs 401(K) Plan Trust | Ubs Ag | $9,006,572,401 | 2023 |
| Ubs Financial Services Inc. Pension Plan | Ubs Financial Services Inc. | $630,960,210 | 2023 |
| Ubs Pension Plan | Ubs Ag | $400,562,182 | 2023 |
| Ubs Financial Services Inc Of Puerto Rico Savings Plus Plan Trust | Ubs Financial Services Inc. | $53,336,010 | 2023 |
| Port Imperial Ferry Corp. 401(K) Plan | Port Imperial Ferry Corp. | $13,741,124 | 2023 |
| Port Imperial Ferry Corp Welfare Benefits Plan | Port Imperial Ferry Corp | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. Group Health And Welfare Benefits Plan | Ubs Financial Services Inc. | not reported in the loaded dataset | 2023 |
| Ubs Ag Health And Welfare Plan | Ubs Ag | not reported in the loaded dataset | 2023 |
| Ubs Severance Plan | Ubs Ag | not reported in the loaded dataset | 2023 |
Largest plans in Weehawken → · Weehawken plans by participants → · Weehawken plans with financial data → · Weehawken plans with provider compensation → · $1B+ plans in Weehawken →
Related Form 5500 pages
- All NJ Form 5500 filings
- Ubs 401(K) Plan Trust (plan 002)
- Ubs Ag — all reported plans
- Ubs Financial Services Inc. Pension Plan (plan 001)
- Ubs Financial Services Inc. — all reported plans
- Ubs Pension Plan (plan 001)
- Ubs Financial Services Inc Of Puerto Rico Savings Plus Plan Trust (plan 003)
- Port Imperial Ferry Corp. 401(K) Plan (plan 001)
- Port Imperial Ferry Corp. — all reported plans
- Port Imperial Ferry Corp Welfare Benefits Plan (plan 501)
- Ubs Financial Services Inc. Group Health And Welfare Benefits Plan (plan 508)
- Ubs Ag Health And Welfare Plan (plan 516)
- Ubs Severance Plan (plan 519)
- Methodology
- Data sources