Plan5500

Monroe, 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, Monroe, NJ has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $18,148,778 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in Monroe

  • 7 loaded plans hold $18.1M in reported assets across 5 sponsors.
  • The largest, Campbell Group Associates, LLC 401(K) Profit Sharing Plan, holds 92% of reported Monroe plan assets.
  • Plans cover 833 participants — about 119 per plan.
  • 71% 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$18.1MSummed across loaded plans$18,148,778
Total reported assets$18.1M$18,148,778
Total reported participants833
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18.1M total assets
Net assets$18.1MLiabilities$0
Contributions & income
Employer contributions$599K
Participant contributions$980.8K
Total income / additions$4.4M
Expenses & distributions
Benefits paid / distributions$809.8K
Total expenses$814.4K
Net increase / (decrease)$3.6M

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation0 / 7 ()

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

Monroe market comparison

Largest plan share of assets92%Campbell Group Associates, LLC 401(K) Profit Sharing Plan
Participants per plan119Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Monroe

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

  1. 1
    Campbell Group Associates, LLC 401(K) Profit Sharing Plan$16.7M
    Campbell Group Associates, LLC · 2023
  2. 2
    David Heller Keogh$975.6K
    David Heller · 2023
  3. 3
    Wtp Consulting Retirement Plan$365.6K
    Wtp Consulting, Inc. · 2023
  4. 4
    David Heller Keogh$69.3K
    David Heller · 2023
  5. 5
    Stops & Pops Inc. Profit Sharing Plan$0
    Stops & Pops Inc. · 2023
  6. 6
    Campbell Group Associates, LLC Welfare Benefits Plannot reported in the loaded dataset
    Campbell Group Associates, LLC · 2023
  7. 7
    O'Neill Logistics Wrap Plannot reported in the loaded dataset
    Trinity Logistics Holdings LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages