Plan5500

Madison, 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, Madison, NJ has 14 loaded benefit plan(s) reported by 8 plan sponsor(s), with $1,302,722,266 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
8
Latest filing year
2023

What stands out in Madison

  • 14 loaded plans hold $1.3B in reported assets across 8 sponsors.
  • The largest, Anywhere Real Estate Group LLC Employee Savings Plan, holds 73% of reported Madison plan assets.
  • Plans cover 31,347 participants — about 2,239 per plan.
  • 57% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.3BSummed across loaded plans$1,302,719,505
Total reported assets$1.3B$1,302,722,266
Total reported participants31.3K31,347
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.3B total assets
Net assets$1.3BLiabilities$0
Contributions & income
Employer contributions$26.3M
Participant contributions$65M
Total income / additions$286.2M
Expenses & distributions
Benefits paid / distributions$137.3M
Total expenses$139M
Net increase / (decrease)$147.2M

Data coverage

Plans with financial statements8 / 14 (57%)
Plans with provider compensation4 / 14 (29%)

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

Madison market comparison

Largest plan share of assets73%Anywhere Real Estate Group LLC Employee Savings Plan
Participants per plan2,239Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Madison

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

  1. 1
    Anywhere Real Estate Group LLC Employee Savings Plan$953M
    Anywhere Real Estate Group LLC · 2023
  2. 2
    Drew University Defined Contribution And Tax Deferred Plan$215.8M
    Drew University · 2023
  3. 3
    Stephen Gould Corporation Retirement Plan$66.3M
    Stephen Gould Corporation · 2023
  4. 4
    Leo Pharma Inc. 401(K) Plan$63.4M
    Leo Pharma Inc. · 2023
  5. 5
    Hm Sarrow, Inc. Profit Sharing Plan$1.6M
    Hm Sarrow, Inc. · 2023
  6. 6
    Lml Ventures, Inc. Retirement Plan$1.2M
    Lml Ventures, Inc. · 2023
  7. 7
    Hic Network Security Solutions 401(K) Profit Sharing Plan & Trust$1M
    Hic Network Security Solutions · 2023
  8. 8
    Herrigel, Bolan & Poy Profit Sharing Plan$427.4K
    Herrigel, Bolan & Poy Llp · 2023
  9. 9
    Group Insurance Plan Of Stephen Gould Corporationnot reported in the loaded dataset
    Stephen Gould Corporation · 2023
  10. 10
    Anywhere Real Estate Group LLC Severance Pay Plan For Officersnot reported in the loaded dataset
    Anywhere Real Estate Group LLC · 2023
  11. 11
    Anywhere Real Estate Group LLC Severance Pay Plan For Non-Officer Employeesnot reported in the loaded dataset
    Anywhere Real Estate Group LLC · 2023
  12. 12
    Leo Pharma, Inc. Employee Benefits Plannot reported in the loaded dataset
    Leo Pharma, Inc. · 2023
  13. 13
    Anywhere Real Estate Group LLC Health And Welfare Plannot reported in the loaded dataset
    Anywhere Real Estate Group LLC · 2023
  14. 14
    Drew University Health Plannot reported in the loaded dataset
    Drew University · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Madison, NJ?
14 plan(s) reported by 8 sponsor(s) are loaded for Madison, NJ.

Related Form 5500 pages