Plan5500

Liberty Corner, 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, Liberty Corner, NJ has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $51,216,272 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Liberty Corner

  • 6 loaded plans hold $51.2M in reported assets across 4 sponsors.
  • The largest, Bonnie Brae Retirement Plan, holds 46% of reported Liberty Corner plan assets.
  • Plans cover 963 participants — about 161 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$51.2MSummed across loaded plans$51,216,272
Total reported assets$51.2M$51,216,272
Total reported participants963
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$51.2M total assets
Net assets$51.2MLiabilities$0
Contributions & income
Employer contributions$2.1M
Participant contributions$2.8M
Total income / additions$13.2M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.8M
Net increase / (decrease)$11.4M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation3 / 6 (50%)

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

Liberty Corner market comparison

Largest plan share of assets46%Bonnie Brae Retirement Plan
Participants per plan161Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Liberty Corner

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

  1. 1
    Bonnie Brae Retirement Plan$23.5M
    Bonnie Brae · 2023
  2. 2
    Becht Engineering Co., Inc. 401(K) Profit Sharing Plan$22.7M
    Becht Engineering Co., Inc. · 2023
  3. 3
    Tamke Tree Experts 401(K) Plan$5M
    Tamke Tree Experts, Inc. · 2023
  4. 4
    Bonnie Brae Employee Benefits Plannot reported in the loaded dataset
    Bonnie Brae · 2023
  5. 5
    Becht Engineering Co., Inc. Health And Welfare Benefits Plannot reported in the loaded dataset
    Becht Engineering Co., Inc. · 2023
  6. 6
    Momentum Enterprises Inc. Retirement Plannot reported in the loaded dataset
    Momentum Enterprises Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Liberty Corner, NJ?
6 plan(s) reported by 4 sponsor(s) are loaded for Liberty Corner, NJ.

Related Form 5500 pages