Plan5500

Middlesex, 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, Middlesex, NJ has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $41,383,977 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Middlesex

  • 5 loaded plans hold $41.4M in reported assets across 5 sponsors.
  • The largest, Pumping Services, Incorporated Employee Stock Ownership Plan, holds 57% of reported Middlesex plan assets.
  • Plans cover 375 participants — about 75 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.5MSummed across loaded plans$17,533,692
Total reported assets$41.4M$41,383,977
Total reported participants375
Total reported liabilities$23.8M$23,810,539

Reported net position

Reported assets = net assets + liabilities (summed)$41.4M total assets
Net assets$17.5MLiabilities$23.8M
Contributions & income
Employer contributions$3.3M
Participant contributions$43.7K
Total income / additions$7.4M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$2.6M
Net increase / (decrease)$4.8M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation0 / 5 ()

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

Middlesex market comparison

Largest plan share of assets57%Pumping Services, Incorporated Employee Stock Ownership Plan
Participants per plan75Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Middlesex

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

  1. 1
    Pumping Services, Incorporated Employee Stock Ownership Plan$23.4M
    Pumping Services, Inc · 2023
  2. 2
    Bamco, Inc. Employee Stock Ownership Plan$17.9M
    Bamco, Inc. · 2023
  3. 3
    Regal Logistics 401(K) Plan$76.1K
    Regal Logistics · 2023
  4. 4
    Be You Fitness Studios Inc. Retirement Plan$39.7K
    Be You Fitness Studios Inc. · 2023
  5. 5
    Spray-Tek, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Spray-Tek, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Middlesex, NJ?
5 plan(s) reported by 5 sponsor(s) are loaded for Middlesex, NJ.

Related Form 5500 pages