Holmdel, 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, Holmdel, NJ has 32 loaded benefit plan(s) reported by 25 plan sponsor(s), with $766,503,932 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
32
Plan sponsors
25
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$766,503,932
Total reported liabilities (EOY)
$128,423
Total reported net assets (EOY)
$766,375,509

Contributions & income

Employer contributions
$22,529,583
Participant contributions
$53,948,369
Total income / additions
$200,811,274

Expenses & distributions

Benefits paid / distributions
$60,500,962
Total expenses
$63,216,499
Net increase / (decrease)
$137,594,775

Coverage

Total reported participants
18,130
Plans with financial statements
25
Plans with provider compensation
13

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Holmdel, 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 Holmdel, NJ
PlanSponsorReported assets (EOY)Year
Vonage 401(K) Retirement PlanVonage Holdings Corp$241,116,1802023
Saker Shoprites, Inc. 401k PlanSaker Shoprites, Inc.$98,750,9482023
Icims 401(K) PlanIcims$91,822,2652023
Workwave LLC 401(K) And Profit Sharing PlanWorkwave LLC$75,940,9922023
Tax Deferred Annuity Plan Of Visiting NurseVna Health Group, Inc.$64,355,1952023
Defined Contribution Pension Plan For The Visiting Nurse Association Health Group, Inc.Vna Health Group, Inc.$63,477,3602023
Lt Apparel Group 401(K) PlanLollytogs, Ltd.$27,267,3422023
Saker Shoprites, Inc. - Local 360 Ee'S Ret PlanSaker Shoprites, Inc.$25,999,6862023
M P G Ii L L C 401(K) Profit Sharing Plan & TrustThomas Lanzetta$22,368,9602023
Visiting Nurse Association Healthcare Partners Of Ohio Savings PlanThe Visiting Nurse Association Of Cleveland$10,627,1292023
Hylan Datacom & Electrical, LLC 401(K) PlanHylan Datacom & Electrical, LLC$9,995,2602023
Allstate Sales Group Inc 401(K) PlanAllstate Sales Group Inc$9,856,2532023
Lawn Doctor, Inc. Employee Savings PlanLawn Doctor, Inc.$7,765,2672023
Index Engines 401(K) PlanTw Storage, Inc. Dba Index Engines$6,009,4672023
Fbj Consulting Ltd. Profit Sharing PlanFbj Consulting Ltd.$5,210,2952023
Mbs Highway, LLC 401(K) PlanMbs Highway, LLC$2,914,1302023
Fanzini, Inc. 401(K) PlanFanzini, Inc.$908,9512023
Visionary Arsha 401kVisionary Arsha Corporation$598,4182023
Dixon Holdings, Inc. 401(K) PlanDixon Holdings, Inc.$527,8742023
Pediatric Urology Partners, LLC 401(K) PlanPediatric Urology Partners, LLC$515,7872023
Division 1 Training Of Monmouth New Jersey, Inc. Retirement PlanDivision 1 Training Of Monmouth New Jersey, Inc.$217,5282023
Wojie Agency Retirement PlanWojie Agency Incorporated$147,6962023
Mbs Highway LLC Group Health Benefit PlanMbs Highway, LLC$110,9492023
Mitchel L. Friedman & Adrienne P. Friedman Profit Sharing PlanMitchel L. Friedman, Dds, Fagd, LLC$02023
Mitchel L. Friedman & Adrienne P. Friedman Profit Sharing PlanMitchel L. Friedman, Dds, Fagd, LLC$02023

Related Form 5500 pages