Plan5500

Scotch Plains, 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, Scotch Plains, NJ has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $2,775,129 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
6
Latest filing year
2023

What stands out in Scotch Plains

  • 6 loaded plans hold $2.8M in reported assets across 6 sponsors.
  • The largest, Cal-Jersey Enterprise, Inc. 401(K) Plan, holds 37% of reported Scotch Plains plan assets.
  • Plans cover 45 participants — about 8 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.8MSummed across loaded plans$2,775,129
Total reported assets$2.8M$2,775,129
Total reported participants45
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.8M total assets
Net assets$2.8MLiabilities$0
Contributions & income
Employer contributions$8.3K
Participant contributions$45.5K
Total income / additions-$280.5K
Expenses & distributions
Benefits paid / distributions$41.8K
Total expenses$43.9K
Net increase / (decrease)-$324.4K

Data coverage

Plans with financial statements6 / 6 (100%)
Plans with provider compensation0 / 6 ()

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

Scotch Plains market comparison

Largest plan share of assets37%Cal-Jersey Enterprise, Inc. 401(K) Plan
Participants per plan8Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Scotch Plains

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

  1. 1
    Cal-Jersey Enterprise, Inc. 401(K) Plan$1M
    Cal Jersey Enterprise Inc. · 2023
  2. 2
    Happy Puppy 401k, Inc. Retirement Plan$989K
    Happy Puppy 401k, Inc. · 2023
  3. 3
    Betta Management Inc. Retirement Plan$520.1K
    Betta Management Inc. · 2023
  4. 4
    Losavio, Inc. Profit Sharing Plan$237K
    Losavio, Inc · 2023
  5. 5
    Gilles Ventures Retirement Plan$11.3K
    Gilles Venture, Inc · 2023
  6. 6
    Trjl Enterprise Corp. 401(K) Plan$0
    Trjl Enterprises Corp. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages