Oak Ridge, 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, Oak Ridge, NJ has 6 loaded benefit plan(s) reported by 2 plan sponsor(s), with $107,615,228 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$107,615,228
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$107,615,228

Contributions & income

Employer contributions
$2,196,098
Participant contributions
$6,913,105
Total income / additions
$24,390,428

Expenses & distributions

Benefits paid / distributions
$8,999,362
Total expenses
$9,201,585
Net increase / (decrease)
$15,188,843

Coverage

Total reported participants
3,507
Plans with financial statements
2
Plans with provider compensation
1

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

Largest loaded plans in Oak Ridge, NJ
PlanSponsorReported assets (EOY)Year
Lakeland Bancorp, Inc. Salary Savings 401(K) Plan And TrustLakeland Bancorp, Inc.$107,411,3502023
Align Logistics, Inc 401(K) PlanAlign Logistics, Inc$203,8782023
Lakeland Bancorp Employee Group Benefit PlanLakeland Bancorp, Inc.not reported in the loaded dataset2023
Lakeland Bancorp Employee Critical Illness PlanLakeland Bancorp, Inc.not reported in the loaded dataset2023
Lakeland Bancorp Employee Accident PlanLakeland Bancorp, Inc.not reported in the loaded dataset2023
Lakeland Bancorp Employee Hospital Indemnity PlanLakeland Bancorp, Inc.not reported in the loaded dataset2023

Related Form 5500 pages