Plan5500

Oldwick, 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, Oldwick, NJ has 6 loaded benefit plan(s) reported by 1 plan sponsor(s), with $167,682,320 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
1
Latest filing year
2023

What stands out in Oldwick

  • 6 loaded plans hold $167.7M in reported assets across 1 sponsors.
  • The largest, A.M. Best Company Savings Plan, holds 100% of reported Oldwick plan assets.
  • Plans cover 2,501 participants — about 417 per plan.
  • 17% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$167.7MSummed across loaded plans$167,682,320
Total reported assets$167.7M$167,682,320
Total reported participants2.5K2,501
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$167.7M total assets
Net assets$167.7MLiabilities$0
Contributions & income
Employer contributions$4.3M
Participant contributions$6.1M
Total income / additions$33.3M
Expenses & distributions
Benefits paid / distributions$7.3M
Total expenses$7.2M
Net increase / (decrease)$26.1M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

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

Oldwick market comparison

Largest plan share of assets100%A.M. Best Company Savings Plan
Participants per plan417Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Oldwick

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

  1. 1
    A.M. Best Company Savings Plan$167.7M
    A. M. Best Company · 2023
  2. 2
    A.M. Best Company Comprehensive Medical Plannot reported in the loaded dataset
    A.M. Best Company, Inc. · 2023
  3. 3
    Group Long Term Disabilitynot reported in the loaded dataset
    A.M. Best Company, Inc. · 2023
  4. 4
    A.M. Best Company Group Life & Ad & D Plannot reported in the loaded dataset
    A.M. Best Company, Inc. · 2023
  5. 5
    A.M. Best Company Health Fsa Plannot reported in the loaded dataset
    A.M. Best Company, Inc. · 2023
  6. 6
    A.M. Best Company, Inc. Voluntary Benefits Plannot reported in the loaded dataset
    A.M. Best Company, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Oldwick, NJ?
6 plan(s) reported by 1 sponsor(s) are loaded for Oldwick, NJ.

Related Form 5500 pages