Plan5500

Essex Fells, 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, Essex Fells, NJ has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,414,072 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Essex Fells

  • 2 loaded plans hold $7.4M in reported assets across 2 sponsors.
  • The largest, Babson Acquisition Partners Inc. 401k Plan, holds 56% of reported Essex Fells plan assets.
  • Plans cover 26 participants — about 13 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.4MSummed across loaded plans$7,414,072
Total reported assets$7.4M$7,414,072
Total reported participants26
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$7.4M total assets
Net assets$7.4MLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$111.3K
Total income / additions$665.9K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$665.9K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Essex Fells, 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

Essex Fells market comparison

Largest plan share of assets56%Babson Acquisition Partners Inc. 401k Plan
Participants per plan13Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Essex Fells

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

  1. 1
    Babson Acquisition Partners Inc. 401k Plan$4.2M
    Babson Acquisition Partners Inc. · 2023
  2. 2
    East Coast Associates, Inc. Profit Sharing Plan$3.3M
    East Coast Associates, Inc. Profit Sharing Plan · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Essex Fells, NJ?
2 plan(s) reported by 2 sponsor(s) are loaded for Essex Fells, NJ.

Related Form 5500 pages