Plan5500

Mendham, 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, Mendham, NJ has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $24,593,497 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Mendham

  • 4 loaded plans hold $24.6M in reported assets across 3 sponsors.
  • The largest, Endava Inc. 401(K) Profit Sharing Plan And Trust, holds 97% of reported Mendham plan assets.
  • Plans cover 851 participants — about 213 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.6MSummed across loaded plans$24,593,497
Total reported assets$24.6M$24,593,497
Total reported participants851
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.6M total assets
Net assets$24.6MLiabilities$0
Contributions & income
Employer contributions$1.5M
Participant contributions$3.4M
Total income / additions$10.1M
Expenses & distributions
Benefits paid / distributions$13M
Total expenses$13.1M
Net increase / (decrease)-$3M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Mendham market comparison

Largest plan share of assets97%Endava Inc. 401(K) Profit Sharing Plan And Trust
Participants per plan213Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Mendham

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

  1. 1
    Endava Inc. 401(K) Profit Sharing Plan And Trust$23.8M
    Endava Inc. · 2023
  2. 2
    Pin Point Media 401k$822.7K
    Pin Point Media 401k · 2023
  3. 3
    Maffei, Masiello & Co., P.A. 401k Profit Sharing P$0
    Maffei, Masiello & Co., P.A. · 2023
  4. 4
    Endava Inc Employee Benefits Plannot reported in the loaded dataset
    Endava Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages