Plan5500

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, Caldwell, NJ has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $57,342,469 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Caldwell

  • 5 loaded plans hold $57.3M in reported assets across 4 sponsors.
  • The largest, Caldwell University Defined Contribution Retirement Plan, holds 95% of reported Caldwell plan assets.
  • Plans cover 713 participants — about 143 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$57.5MSummed across loaded plans$57,454,428
Total reported assets$57.3M$57,342,469
Total reported participants713
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$57.3M total assets
Net assets$57.5MLiabilities$0
Contributions & income
Employer contributions$349.6K
Participant contributions$1.4M
Total income / additions$8.4M
Expenses & distributions
Benefits paid / distributions$12.5M
Total expenses$12.5M
Net increase / (decrease)-$4.1M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation1 / 5 (20%)

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

Computed from loaded plans

Caldwell market comparison

Largest plan share of assets95%Caldwell University Defined Contribution Retirement Plan
Participants per plan143Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Caldwell

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

  1. 1
    Caldwell University Defined Contribution Retirement Plan$54.7M
    Caldwell University · 2023
  2. 2
    F Stephen Bauer Profit Sharing Plan$2.6M
    F Stephen Bauer Dmd · 2023
  3. 3
    Grandcesttry Corp. 401(K) Plan$47.7K
    Grandcesttry Corp. · 2023
  4. 4
    Loyalty Ventures 401(K) And Retirement Savings Plan$0
    Loyalty Ventures Inc. · 2023
  5. 5
    Caldwell University Health & Welfare Plannot reported in the loaded dataset
    Caldwell University · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages