Plan5500

North Branch, 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, North Branch, NJ has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $48,566,909 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in North Branch

  • 3 loaded plans hold $48.6M in reported assets across 2 sponsors.
  • The largest, Schutz Container Systems, Inc. Employee'S 401(K) Retirement Plan, holds 82% of reported North Branch plan assets.
  • Plans cover 1,807 participants — about 602 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$48.6MSummed across loaded plans$48,566,909
Total reported assets$48.6M$48,566,909
Total reported participants1.8K1,807
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$48.6M total assets
Net assets$48.6MLiabilities$0
Contributions & income
Employer contributions$1.5M
Participant contributions$2.1M
Total income / additions$10.5M
Expenses & distributions
Benefits paid / distributions$3.1M
Total expenses$3.2M
Net increase / (decrease)$7.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

North Branch market comparison

Largest plan share of assets82%Schutz Container Systems, Inc. Employee'S 401(K) Retirement Plan
Participants per plan602Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in North Branch

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

  1. 1
    Schutz Container Systems, Inc. Employee'S 401(K) Retirement Plan$39.9M
    Schutz Container Systems, Inc. · 2023
  2. 2
    The Midland School Defined Contribution Retirement Plan$8.7M
    The Midland School · 2023
  3. 3
    Schuetz Container System, Inc.not reported in the loaded dataset
    Schuetz Container System, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages