How many Form 5500 benefit plans are loaded for Pennington, NJ?

14 plan(s) reported by 12 sponsor(s) are loaded for Pennington, NJ.

Pennington, 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, Pennington, NJ has 14 loaded benefit plan(s) reported by 12 plan sponsor(s), with $63,592,528 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 14
Plan sponsors: 12
Latest filing year: 2023

What stands out in Pennington

14 loaded plans hold $63.6M in reported assets across 12 sponsors.
The largest, The Pennington School Dc Retirement Plan, holds 68% of reported Pennington plan assets.
Plans cover 10,922 participants — about 780 per plan.
71% of loaded plans report full Schedule H/I financial statements.
14% report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$62.1MSummed across loaded plans$62,116,342

Total reported assets$63.6M$63,592,528

Total reported participants10.9K10,922

Total reported liabilities$1.5M$1,476,186

Reported net position

Reported assets = net assets + liabilities (summed)$63.6M total assets

Net assets$62.1MLiabilities$1.5M

Contributions & income

Employer contributions$973.1K

Participant contributions$1.8M

Total income / additions$13.6M

Expenses & distributions

Benefits paid / distributions$6M

Total expenses$6.7M

Net increase / (decrease)$7M

Data coverage

Plans with financial statements10 / 14 (71%)

Plans with provider compensation2 / 14 (14%)

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

Pennington market comparison

Largest plan share of assets68%The Pennington School Dc Retirement Plan

Participants per plan780Average across loaded plans

Plan sponsors12

Ranked by reported assets

Largest loaded plans in Pennington

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

1
The Pennington School Dc Retirement Plan$43.1M
The Pennington School · 2023
2
Mbl Life Wrap Around Welfare Benefit Plan$7.3M
Mbl Life Assurance Corporation · 2023
3
Sensing Strategies, Inc. 401(K) Plan$7.3M
Sensing Strategies Inc · 2023
4
Sympatec E401(K)$3M
Sympatec Inc · 2023
5
Robert N. Ridolfi, LLC 401 (K) Plan$1.5M
Robert N. Ridolfi, Esq · 2023
6
Premium Services Group Inc. Retirement Plan$510.7K
Premium Services Group Inc. · 2023
7
Mutanium 401k$449K
Mutanium Incorporated · 2023
8
Tjp Industries Incorporated 401(K) Profit Sharing Plan$321.4K
Tjp Industries Incorporated · 2023
9
First Choice Wellness Corp. 401(K) Profit Sharing Plan$80.9K
First Choice Wellness Corp. · 2023
10
Ashoka Systems, Inc. 401(K) Plan$61.3K
Ashoka Systems, Inc. · 2023
11
Merrill Lynch Death Benefit Plannot reported in the loaded dataset
Merrill Lynch Pierce Fenner & Smith Inc. · 2023
12
The Pennington School Medical Health Plannot reported in the loaded dataset
The Pennington School · 2023
13
The Pennington School Dental Plannot reported in the loaded dataset
The Pennington School · 2023
14
Zydus Pharmaceuticals (Usa) Inc. Welfare Benefit Plannot reported in the loaded dataset
Zydus Pharmaceuticals (Usa) Inc. · 2023

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

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Frequently asked questions

How many Form 5500 benefit plans are loaded for Pennington, NJ?: 14 plan(s) reported by 12 sponsor(s) are loaded for Pennington, NJ.