Farmingdale, 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, Farmingdale, NJ has 17 loaded benefit plan(s) reported by 14 plan sponsor(s), with $326,909,250 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
17
Plan sponsors
14
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$326,909,250
Total reported liabilities (EOY)
$2,055,325
Total reported net assets (EOY)
$324,853,925

Contributions & income

Employer contributions
$28,088,222
Participant contributions
$7,484,480
Total income / additions
$78,509,480

Expenses & distributions

Benefits paid / distributions
$38,330,590
Total expenses
$40,491,912
Net increase / (decrease)
$38,017,568

Coverage

Total reported participants
5,208
Plans with financial statements
16
Plans with provider compensation
10

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

Largest loaded plans in Farmingdale, NJ
PlanSponsorReported assets (EOY)Year
Sheet Metal, Air, Rail Transportation Local No.27Smart Local 27 Annuity Fund Trustees$139,448,0942023
George Harms Construction Co., Inc. Profit Sharing PlanGeorge Harms Construction Co., Inc.$57,227,4672023
Roxboro Holdings Employee Savings PlanRoxboro Holdings, Inc.$31,272,7002023
The Earle Operating Holding Company, Inc. 401(K) Profit Sharing PlanEarle Operating Holding Company, Inc.$25,530,8172023
G.R. Robert Construction Co., Inc. 401(K) PlanG.R. Robert Construction Co., Inc.$25,365,8612023
Sheet Metal, Air, Rail Transportation No.27 HealthSmart Local 27 Health And Welfare Fund Trustees$12,606,6652023
Future Skys Inc 401(K) PlanFuture Skys Inc$10,485,4752023
Nuop Corporation Employees' Profit Sharing PlanNuop Corporation$10,185,9822023
G.R. Robert Construction Co., Inc. Pension PlanG.R. Robert Construction Co., Inc.$5,606,7752023
G.R. Robert Construction Co., Inc. And Usw Welfare FundG.R. Robert Construction Co., Inc.$3,653,5502023
Sheet Metal, Air, Rail Tranportation Local 27 EducSmart Local 27 Educational Fund Trustees$2,068,7262023
Sheet Metal, Air, Rail Transportation Local No.27 Supplemental Unemployment Benefits FundSmart Local 27 Supplemental Unemployment Fund Trustees$1,558,9682023
Eagle Oaks Employee Stock Ownership PlanPar Golf Group, LLC$735,1072023
Kfva Holdings Inc. Retirement PlanKfva Holdings Inc.$721,2652023
G.R. Robert Construction Co., Inc. And Usw Apprenticeship And Training FundG.R. Robert Construction Co., Inc.$235,1082023
Cleaning And Consulting Services 401(K)Cleaning And Consulting Services$206,6902023
Roxboro Holdings, Inc. Premium Only PlanRoxboro Holdings, Inc. Aka Dialightnot reported in the loaded dataset2023

Related Form 5500 pages