Hopatcong, 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, Hopatcong, NJ has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $350,063,865 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $350,063,865
- Total reported liabilities (EOY)
- $7,241,796
- Total reported net assets (EOY)
- $342,822,069
Contributions & income
- Employer contributions
- $21,158,649
- Participant contributions
- $498,881
- Total income / additions
- $54,960,847
Expenses & distributions
- Benefits paid / distributions
- $29,829,672
- Total expenses
- $32,828,361
- Net increase / (decrease)
- $22,132,486
Coverage
- Total reported participants
- 4,625
- Plans with financial statements
- 9
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hopatcong, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Local 147 Construction Workers Retirement Plan | Local 147 Construction Workers Retirement Plan | $172,296,797 | 2023 |
| H.F.I.A.W. Local No. 32 - Pension Trust Fund | Board Of Trustees - H.F.I.A.W. Local No.32 Pension Trust Fund | $84,500,618 | 2023 |
| I.A.H.F.I.A.W. Local No. 32 - Annuity Fund | Board Of Trustees I.A.H.F.I.A.W. Local No. 32 - Annuity Fund | $51,010,691 | 2023 |
| Construction Workers Local 147 Annuity Fund | Construction Workers Local 147 Annuity Fund | $21,485,778 | 2023 |
| Local 147 Construction Workers Asb Fund | Local 147 Construction Workers Additional Security Fund | $11,892,187 | 2023 |
| H.F.I.A.W. Local No. 32 - Welfare Fund | Board Of Trustees H.F.I.A.W. Local No. 32 - Welfare Fund | $5,696,320 | 2023 |
| Local 147 Construction Workers Welfare Fund | Trustees Local 147 Construction Workers Welfare Fund | $2,884,439 | 2023 |
| Cost Of Living Fund Of Local 274 | Cost Of Living Fund Of Local 274 | $235,382 | 2023 |
| Local 20408 Pension Fund | Board Of Trustees Of Local 20408 Pension | $61,653 | 2023 |
Largest plans in Hopatcong → · Hopatcong plans by participants → · Hopatcong plans with financial data → · Hopatcong plans with provider compensation → · $1B+ plans in Hopatcong →
Related Form 5500 pages
- All NJ Form 5500 filings
- Local 147 Construction Workers Retirement Plan (plan 001)
- Local 147 Construction Workers Retirement Plan — all reported plans
- H.F.I.A.W. Local No. 32 - Pension Trust Fund (plan 001)
- Board Of Trustees - H.F.I.A.W. Local No.32 Pension Trust Fund — all reported plans
- I.A.H.F.I.A.W. Local No. 32 - Annuity Fund (plan 001)
- Board Of Trustees I.A.H.F.I.A.W. Local No. 32 - Annuity Fund — all reported plans
- Construction Workers Local 147 Annuity Fund (plan 001)
- Construction Workers Local 147 Annuity Fund — all reported plans
- Local 147 Construction Workers Asb Fund (plan 501)
- Local 147 Construction Workers Additional Security Fund — all reported plans
- H.F.I.A.W. Local No. 32 - Welfare Fund (plan 501)
- Board Of Trustees H.F.I.A.W. Local No. 32 - Welfare Fund — all reported plans
- Local 147 Construction Workers Welfare Fund (plan 501)
- Trustees Local 147 Construction Workers Welfare Fund — all reported plans
- Cost Of Living Fund Of Local 274 (plan 501)
- Cost Of Living Fund Of Local 274 — all reported plans
- Local 20408 Pension Fund (plan 001)
- Board Of Trustees Of Local 20408 Pension — all reported plans
- Methodology
- Data sources