Montvale, 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, Montvale, NJ has 43 loaded benefit plan(s) reported by 22 plan sponsor(s), with $16,235,257,751 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 43
- Plan sponsors
- 22
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $16,235,257,751
- Total reported liabilities (EOY)
- $127,003,442
- Total reported net assets (EOY)
- $16,108,254,309
Contributions & income
- Employer contributions
- $826,436,565
- Participant contributions
- $664,722,965
- Total income / additions
- $3,801,528,065
Expenses & distributions
- Benefits paid / distributions
- $1,616,653,403
- Total expenses
- $1,678,995,813
- Net increase / (decrease)
- $2,122,532,252
Coverage
- Total reported participants
- 230,564
- Plans with financial statements
- 29
- Plans with provider compensation
- 19
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Montvale, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Kpmg 401(K) Capital Accumulation Plan | Kpmg Llp | $8,941,969,660 | 2023 |
| Kpmg Pension Plan | Kpmg Llp | $3,234,954,112 | 2023 |
| Kpmg Partner Pension Plan | Kpmg Llp | $1,780,659,077 | 2023 |
| Kpmg Partner Retirement Savings Plan | Kpmg Llp C/O Total Rewards Dept | $529,416,194 | 2023 |
| The Sharp Employees Savings And Investment Plan | Sharp Electronics Corporation | $383,719,053 | 2023 |
| Benjamin Moore & Co. Deferred Savings And Investment Plan | Benjamin Moore & Co. | $355,271,020 | 2023 |
| Kpmg Personal Account For Retirement Plan | Kpmg Llp C/O Total Rewards Dept | $279,310,363 | 2023 |
| Benjamin Moore & Co. Retirement Income Plan | Benjamin Moore & Co. | $255,717,817 | 2023 |
| Flight Centre Travel Group (Usa) Inc 401(K) Plan | Flight Centre Travel Group (Usa) Inc | $137,181,532 | 2023 |
| Sharp Electronics Corporation Pension Plan | Sharp Electronics Corporation | $61,524,910 | 2023 |
| Kpmg Llp Health Plans | Kpmg Llp | $53,425,203 | 2023 |
| Ferolie Corporation Employees' Savings And Investment Plan | Ferolie Corporation | $44,216,658 | 2023 |
| Ridgewood Energy Corp 401(K) Profit Sharing Plan And Trust | Ridgewood Energy Corp | $40,244,879 | 2023 |
| Jimcor Retirement Savings Plan | Jimcor Agency, Inc | $29,505,854 | 2023 |
| Gotham Technology Group, LLC 401(K) Plan | Gotham Technology Group, LLC | $26,196,595 | 2023 |
| Institute Of Management Accountants Employees' Retirement Plan | Institute Of Management Accountants Inc | $22,018,826 | 2023 |
| Kpmg Puerto Rico Capital Accumulation Plan | Kpmg Llp | $20,125,469 | 2023 |
| Tata Consumer Products 401(K) Plan | Eight O'Clock Coffee Company | $15,203,499 | 2023 |
| Davis & Company 401(K) Plan | Davis & Company | $11,165,322 | 2023 |
| Unipart Services America Inc. 401(K) Plan For Non-Union Employees | Unipart Services America Inc. | $5,929,934 | 2023 |
| Dynarex Corporation 401k Plan | Dynarex Corporation | $3,831,946 | 2023 |
| Karl S. Nelson Profit Sharing Plan | Karl S. Nelson | $978,621 | 2023 |
| Miller Works Company Retirement Plan | Miller Works Company | $871,085 | 2023 |
| Tringles, LLC 401(K)& Profit Sharing Plan | Tringles, LLC | $850,249 | 2023 |
| 3point14 Marketing Group, Inc. Retirement Plan | 3point14 Marketing Group, Inc. | $615,072 | 2023 |
Largest plans in Montvale → · Montvale plans by participants → · Montvale plans with financial data → · Montvale plans with provider compensation → · $1B+ plans in Montvale →
Related Form 5500 pages
- All NJ Form 5500 filings
- Kpmg 401(K) Capital Accumulation Plan (plan 011)
- Kpmg Llp — all reported plans
- Kpmg Pension Plan (plan 016)
- Kpmg Partner Pension Plan (plan 018)
- Kpmg Partner Retirement Savings Plan (plan 017)
- The Sharp Employees Savings And Investment Plan (plan 003)
- Sharp Electronics Corporation — all reported plans
- Benjamin Moore & Co. Deferred Savings And Investment Plan (plan 003)
- Benjamin Moore & Co. — all reported plans
- Kpmg Personal Account For Retirement Plan (plan 013)
- Benjamin Moore & Co. Retirement Income Plan (plan 001)
- Flight Centre Travel Group (Usa) Inc 401(K) Plan (plan 002)
- Flight Centre Travel Group (Usa) Inc — all reported plans
- Sharp Electronics Corporation Pension Plan (plan 001)
- Kpmg Llp Health Plans (plan 506)
- Ferolie Corporation Employees' Savings And Investment Plan (plan 002)
- Ferolie Corporation — all reported plans
- Ridgewood Energy Corp 401(K) Profit Sharing Plan And Trust (plan 001)
- Ridgewood Energy Corp — all reported plans
- Jimcor Retirement Savings Plan (plan 002)
- Jimcor Agency, Inc — all reported plans
- Gotham Technology Group, LLC 401(K) Plan (plan 001)
- Gotham Technology Group, LLC — all reported plans
- Methodology
- Data sources