West Caldwell, 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, West Caldwell, NJ has 19 loaded benefit plan(s) reported by 15 plan sponsor(s), with $1,119,606,807 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,119,606,807
- Total reported liabilities (EOY)
- $5,894,161
- Total reported net assets (EOY)
- $1,113,712,646
Contributions & income
- Employer contributions
- $42,957,230
- Participant contributions
- $7,755,231
- Total income / additions
- $145,896,277
Expenses & distributions
- Benefits paid / distributions
- $91,674,794
- Total expenses
- $94,240,455
- Net increase / (decrease)
- $51,655,822
Coverage
- Total reported participants
- 13,004
- Plans with financial statements
- 14
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Caldwell, 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 |
|---|---|---|---|
| Local 68 Engineers Union Annuity Plan | Local 68 Engineers Union Annuity Fund Board Of Trustees | $919,004,157 | 2023 |
| Vitaquest International LLC 401(K) Savings Plan | Vitaquest International LLC | $61,498,503 | 2023 |
| Lts Lohmann Therapy Systems Corp. 401(K) Retirement Plan | Lts Lohmann Therapy Systems Corp. | $45,886,371 | 2023 |
| Alfa Wassermann Professional Services, LLC Employees 401(K) Savings Plan | Alfa Wassermann Professional Services, LLC | $25,528,235 | 2023 |
| Corporate Mailings Inc. 401(K) Profit Sharing Plan | Corporate Mailings Inc | $17,651,066 | 2023 |
| Sunrise Shoprite, Inc. Employees' Retirement Plan | Sunrise Shoprite, Inc. | $15,704,118 | 2023 |
| Local 68 Engineers Union Education Plan | Local 68 Engineers Union Education Education Fund Board Of Trustees | $13,451,433 | 2023 |
| Al & John, Inc. 401(K) Profit Sharing Plan | Al & John, Inc. | $8,958,766 | 2023 |
| Superior Printing Ink Co., Inc. Employees' Retirement Plan | Superior Printing Ink Co., Inc. | $5,404,158 | 2023 |
| Minion And Sherman Smith Barney Prototype Ps Plan | Minion And Sherman Smith Barney Prototype Ps Plan | $3,154,357 | 2023 |
| Alphonse N Giordano Keogh Plan | Alphonse N. Giordano | $1,601,568 | 2023 |
| Lesley A. Fein, M.D., P.A. Profit Sharing Plan | Lesley A. Fein, M.D., P.A. | $1,586,077 | 2023 |
| Mbjm LLC 401(K) Profit Sharing Plan & Trust | Mbjm LLC | $91,978 | 2023 |
| Oberc & Associates LLC 401(K) Profit Sharing Plan & Trust | Oberc & Associates LLC | $86,020 | 2023 |
| Anderson & Vreeland Inc. Benefit Plan | Anderson & Vreeland Inc. | not reported in the loaded dataset | 2023 |
| Al & John, Inc | Al & John Inc | not reported in the loaded dataset | 2023 |
| Corporate Mailing Inc. Dba Ccg Marketing Solutions Employee Benefit Plan | Corporate Mailings Inc. Dba Ccg Marketing Solutions | not reported in the loaded dataset | 2023 |
| Lts Lohmann Therapy Systems Health & Welfare Plan | Lts Lohmann Therapy Systems Corp. | not reported in the loaded dataset | 2023 |
| Vitaquest International LLC Group Insurance Plan | Vitaquest International LLC | not reported in the loaded dataset | 2023 |
Largest plans in West Caldwell → · West Caldwell plans by participants → · West Caldwell plans with financial data → · West Caldwell plans with provider compensation → · $1B+ plans in West Caldwell →
Related Form 5500 pages
- All NJ Form 5500 filings
- Local 68 Engineers Union Annuity Plan (plan 001)
- Local 68 Engineers Union Annuity Fund Board Of Trustees — all reported plans
- Vitaquest International LLC 401(K) Savings Plan (plan 001)
- Vitaquest International LLC — all reported plans
- Lts Lohmann Therapy Systems Corp. 401(K) Retirement Plan (plan 001)
- Lts Lohmann Therapy Systems Corp. — all reported plans
- Alfa Wassermann Professional Services, LLC Employees 401(K) Savings Plan (plan 001)
- Alfa Wassermann Professional Services, LLC — all reported plans
- Corporate Mailings Inc. 401(K) Profit Sharing Plan (plan 001)
- Corporate Mailings Inc — all reported plans
- Sunrise Shoprite, Inc. Employees' Retirement Plan (plan 002)
- Sunrise Shoprite, Inc. — all reported plans
- Local 68 Engineers Union Education Plan (plan 501)
- Local 68 Engineers Union Education Education Fund Board Of Trustees — all reported plans
- Al & John, Inc. 401(K) Profit Sharing Plan (plan 002)
- Al & John, Inc. — all reported plans
- Superior Printing Ink Co., Inc. Employees' Retirement Plan (plan 001)
- Superior Printing Ink Co., Inc. — all reported plans
- Minion And Sherman Smith Barney Prototype Ps Plan (plan 001)
- Minion And Sherman Smith Barney Prototype Ps Plan — all reported plans
- Alphonse N Giordano Keogh Plan (plan 001)
- Alphonse N. Giordano — all reported plans
- Lesley A. Fein, M.D., P.A. Profit Sharing Plan (plan 002)
- Lesley A. Fein, M.D., P.A. — all reported plans
- Mbjm LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Mbjm LLC — all reported plans
- Oberc & Associates LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Oberc & Associates LLC — all reported plans
- Anderson & Vreeland Inc. Benefit Plan (plan 502)
- Anderson & Vreeland Inc. — all reported plans
- Methodology
- Data sources