Plan5500

Bound Brook, 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, Bound Brook, NJ has 8 loaded benefit plan(s) reported by 4 plan sponsor(s), with $65,725,361 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
4
Latest filing year
2023

What stands out in Bound Brook

  • 8 loaded plans hold $65.7M in reported assets across 4 sponsors.
  • The largest, Union Avenue Healthcare Inc. 401(K) Plan, holds 27% of reported Bound Brook plan assets.
  • Plans cover 1,172 participants — about 147 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$58.7MSummed across loaded plans$58,693,205
Total reported assets$65.7M$65,725,361
Total reported participants1.2K1,172
Total reported liabilities$7M$7,032,156

Reported net position

Reported assets = net assets + liabilities (summed)$65.7M total assets
Net assets$58.7MLiabilities$7M
Contributions & income
Employer contributions$1.6M
Participant contributions$2.5M
Total income / additions$12.3M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.4M
Net increase / (decrease)$7.9M

Data coverage

Plans with financial statements6 / 8 (75%)
Plans with provider compensation2 / 8 (25%)

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

Bound Brook market comparison

Largest plan share of assets27%Union Avenue Healthcare Inc. 401(K) Plan
Participants per plan147Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Bound Brook

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

  1. 1
    Union Avenue Healthcare Inc. 401(K) Plan$17.6M
    Union Avenue Healthcare, Inc. · 2023
  2. 2
    Somerset Savings Bank, Sla Pension Plan$15.7M
    Somerset Regal Bank · 2023
  3. 3
    Somerset Regal Bank 401(K) Retirement Plan$13.3M
    Somerset Regal Bank · 2023
  4. 4
    Somerset Regal Bank Employee Stock Ownership Plan$7.3M
    Somerset Savings Bank, Sla · 2023
  5. 5
    Delta Automotive Services, Inc. 401(K) Profit Sharing Plan$6.3M
    Delta Automotive Services, Inc. · 2023
  6. 6
    Cps Performance Materials Corp Savings & Retirement Plan$5.5M
    Cps Performance Materials Corp. · 2023
  7. 7
    Cps Performance Materials Corp. Employee Benefit Plannot reported in the loaded dataset
    Cps Performance Materials Corp. · 2023
  8. 8
    Employee Benefit Plannot reported in the loaded dataset
    Delta Automotive Services, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bound Brook, NJ?
8 plan(s) reported by 4 sponsor(s) are loaded for Bound Brook, NJ.

Related Form 5500 pages