Plan5500

New Vernon, 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, New Vernon, NJ has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,983,528 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in New Vernon

  • 2 loaded plans hold $4M in reported assets across 2 sponsors.
  • The largest, Technical Air Systems, Inc. Employee Stock Ownership Plan, holds 83% of reported New Vernon plan assets.
  • Plans cover 19 participants — about 10 per plan.
  • 100% 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-$1.4MSummed across loaded plans-$1,385,443
Total reported assets$4M$3,983,528
Total reported participants19
Total reported liabilities$5.4M$5,368,971

Reported net position

Reported assets = net assets + liabilities (summed)$4M total assets
Net assets-$1.4MLiabilities$5.4M
Contributions & income
Employer contributions$456.2K
Participant contributionsNot reported
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$173.6K
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

New Vernon market comparison

Largest plan share of assets83%Technical Air Systems, Inc. Employee Stock Ownership Plan
Participants per plan10Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in New Vernon

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

  1. 1
    Technical Air Systems, Inc. Employee Stock Ownership Plan$3.3M
    Technical Air Systems, Inc. · 2023
  2. 2
    Rai Leh Inc. Retirement Plan$670.4K
    Rai Leh Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for New Vernon, NJ?
2 plan(s) reported by 2 sponsor(s) are loaded for New Vernon, NJ.

Related Form 5500 pages