Plan5500

Middletown, 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, Middletown, NJ has 10 loaded benefit plan(s) reported by 8 plan sponsor(s), with $137,420,545 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
8
Latest filing year
2023

What stands out in Middletown

  • 10 loaded plans hold $137.4M in reported assets across 8 sponsors.
  • The largest, T & M Associates Retirement And Savings Incentive Plan, holds 68% of reported Middletown plan assets.
  • Plans cover 1,375 participants — about 138 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 30% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$137.2MSummed across loaded plans$137,150,443
Total reported assets$137.4M$137,420,545
Total reported participants1.4K1,375
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$137.4M total assets
Net assets$137.2MLiabilities$0
Contributions & income
Employer contributions$1.5M
Participant contributions$4.6M
Total income / additions$27.6M
Expenses & distributions
Benefits paid / distributions$6.9M
Total expenses$7.1M
Net increase / (decrease)$20.5M

Data coverage

Plans with financial statements8 / 10 (80%)
Plans with provider compensation3 / 10 (30%)

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

Middletown market comparison

Largest plan share of assets68%T & M Associates Retirement And Savings Incentive Plan
Participants per plan138Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Middletown

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

  1. 1
    T & M Associates Retirement And Savings Incentive Plan$92.8M
    T & M Associates · 2023
  2. 2
    Guttenplans Frozen Dough, Inc. Profit Sharing & 401(K) Plan$17.6M
    Guttenplans Frozen Dough, Inc. · 2023
  3. 3
    Engineered Precision Casting Company Retirement Plan$15M
    Engineered Precision Casting Company · 2023
  4. 4
    Food Circus Super Markets, Inc. 401(K) Plan$11M
    Food Circus Super Markets, Inc. · 2023
  5. 5
    Kvg Ventures Corp. 401(K) Plan$610.2K
    Kvg Ventures Corp. · 2023
  6. 6
    Anytime Wpb Inc 401(K) Plan$271.6K
    Anytime Wpb Inc · 2023
  7. 7
    Benedetto Brothers, Inc. 401(K) Plan$134.2K
    Benedetto Brothers, Inc. · 2023
  8. 8
    Bell Wellness LLC 401(K) Profit Sharing Plan & Trust$49.4K
    Bell Wellness LLC · 2023
  9. 9
    T&M Associates Employee Welfare Plannot reported in the loaded dataset
    T & M Associates · 2023
  10. 10
    Guttenplan'S Frozen Dough Specialists Health And Welfare Plannot reported in the loaded dataset
    Guttenplan'S Frozen Dough, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages