Plan5500

East Orange, 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, East Orange, NJ has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $19,999,153 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in East Orange

  • 7 loaded plans hold $20M in reported assets across 5 sponsors.
  • The largest, Carewell Health 401(K) Plan, holds 47% of reported East Orange plan assets.
  • Plans cover 2,694 participants — about 385 per plan.
  • 71% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20MSummed across loaded plans$19,956,365
Total reported assets$20M$19,999,153
Total reported participants2.7K2,694
Total reported liabilities$42.8K$42,788

Reported net position

Reported assets = net assets + liabilities (summed)$20M total assets
Net assets$20MLiabilities$42.8K
Contributions & income
Employer contributions$518.3K
Participant contributions$3.3M
Total income / additions$6.7M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.8M
Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation2 / 7 (29%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for East Orange, 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

East Orange market comparison

Largest plan share of assets47%Carewell Health 401(K) Plan
Participants per plan385Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in East Orange

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

  1. 1
    Carewell Health 401(K) Plan$9.5M
    Carewell Health · 2023
  2. 2
    403(B) Thrift Plan Of Family Connections, Inc.$5.6M
    Family Connections Inc. · 2023
  3. 3
    Frank H. Lehr Associates 401(K) Plan$3.3M
    Frank H. Lehr Associates · 2023
  4. 4
    Msk Management 401(K) Plan$911.4K
    Msk Management, LLC · 2023
  5. 5
    Gnana Sunderam Md Pc 401(K) Profit Sharing Plan & Trust$628.4K
    Gnana Sunderam Md Pc · 2023
  6. 6
    Family Connections Welfare Benefits Plannot reported in the loaded dataset
    Family Connections, Inc. · 2023
  7. 7
    Carewell Health Employee Benefits Plannot reported in the loaded dataset
    Eoh Acquisitions Group, LLC Dba Carewell Health · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages