Plan5500

Perth Amboy, 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, Perth Amboy, NJ has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $45,069,187 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Perth Amboy

  • 7 loaded plans hold $45.1M in reported assets across 6 sponsors.
  • The largest, Englert, Inc. Profit Sharing Plan & Trust, holds 43% of reported Perth Amboy plan assets.
  • Plans cover 2,861 participants — about 409 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • 43% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$45.1MSummed across loaded plans$45,057,012
Total reported assets$45.1M$45,069,187
Total reported participants2.9K2,861
Total reported liabilities$12.2K$12,175

Reported net position

Reported assets = net assets + liabilities (summed)$45.1M total assets
Net assets$45.1MLiabilities$12.2K
Contributions & income
Employer contributions$522.8K
Participant contributions$4.8M
Total income / additions$11M
Expenses & distributions
Benefits paid / distributions$5.2M
Total expenses$5.3M
Net increase / (decrease)$5.7M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation3 / 7 (43%)

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

Perth Amboy market comparison

Largest plan share of assets43%Englert, Inc. Profit Sharing Plan & Trust
Participants per plan409Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Perth Amboy

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

  1. 1
    Englert, Inc. Profit Sharing Plan & Trust$19.5M
    Englert, Inc. · 2023
  2. 2
    Tropical Cheese 401(K) Plan$15.5M
    Tropical Cheese Industries, Inc. · 2023
  3. 3
    Madsen & Howell, Inc. Savings & Retirement Plan$6.1M
    Madsen & Howell, Inc. · 2023
  4. 4
    Metropolitan Warehouse & Delivery Corp 401(K) Plan$2.3M
    Metropolitan Warehouse & Deliver · 2023
  5. 5
    Caravella Group, Inc. 401(K) Profit Sharing Plan$1.3M
    Caravella Group, Inc. · 2023
  6. 6
    Gabyanna, Inc. 401(K) Plan$367.1K
    Gabyanna, Inc. · 2023
  7. 7
    Tropical Mendez Flexible Benefits Plannot reported in the loaded dataset
    Tropical Cheese Industries, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages