Plan5500

Long Valley, 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, Long Valley, NJ has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $39,699,353 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Long Valley

  • 3 loaded plans hold $39.7M in reported assets across 2 sponsors.
  • The largest, Frazier Industrial Co. Savings And Investment Retirement Plan, holds 100% of reported Long Valley plan assets.
  • Plans cover 1,560 participants — about 520 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39.3MSummed across loaded plans$39,329,044
Total reported assets$39.7M$39,699,353
Total reported participants1.6K1,560
Total reported liabilities$370.3K$370,309

Reported net position

Reported assets = net assets + liabilities (summed)$39.7M total assets
Net assets$39.3MLiabilities$370.3K
Contributions & income
Employer contributions$678.8K
Participant contributions$1.8M
Total income / additions$8M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.3M
Net increase / (decrease)$4.7M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Long Valley market comparison

Largest plan share of assets100%Frazier Industrial Co. Savings And Investment Retirement Plan
Participants per plan520Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Long Valley

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

  1. 1
    Frazier Industrial Co. Savings And Investment Retirement Plan$39.7M
    Frazier Industrial Company · 2023
  2. 2
    Frazier Industrial Company Employee Benefit Plannot reported in the loaded dataset
    Frazier Industrial Company · 2023
  3. 3
    Cult Health, LLC Welfare Benefits Plannot reported in the loaded dataset
    Cult Health, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages