Plan5500

Rumson, 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, Rumson, NJ has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $28,288,712 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Rumson

  • 2 loaded plans hold $28.3M in reported assets across 2 sponsors.
  • The largest, The Rumson Country Day School Dc Retirement Plan, holds 100% of reported Rumson plan assets.
  • Plans cover 226 participants — about 113 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.3MSummed across loaded plans$28,288,712
Total reported assets$28.3M$28,288,712
Total reported participants226
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$28.3M total assets
Net assets$28.3MLiabilities$0
Contributions & income
Employer contributions$375.1K
Participant contributions$538.2K
Total income / additions$4.8M
Expenses & distributions
Benefits paid / distributions$892.2K
Total expenses$892.2K
Net increase / (decrease)$4M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Rumson market comparison

Largest plan share of assets100%The Rumson Country Day School Dc Retirement Plan
Participants per plan113Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Rumson

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

  1. 1
    The Rumson Country Day School Dc Retirement Plan$28.3M
    The Rumson Country Day School · 2023
  2. 2
    Durney Enterprises Incorporated 401(K) Profit Sharing Plan$1.4K
    Durney Enterprises Incorporated · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages