Short Hills, 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, Short Hills, NJ has 11 loaded benefit plan(s) reported by 10 plan sponsor(s), with $79,199,505 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $79,199,505
- Total reported liabilities (EOY)
- $12,556,967
- Total reported net assets (EOY)
- $66,642,538
Contributions & income
- Employer contributions
- $131,281,127
- Participant contributions
- $1,489,016
- Total income / additions
- $119,383,369
Expenses & distributions
- Benefits paid / distributions
- $217,751,301
- Total expenses
- $224,272,563
- Net increase / (decrease)
- -$104,889,194
Coverage
- Total reported participants
- 15,425
- Plans with financial statements
- 9
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Short Hills, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Association Master Trust | Association Master Trust | $45,828,481 | 2023 |
| Burrelles Information Services, LLC 401(K) Plan | Burrelles Information Services | $23,582,621 | 2023 |
| Apotheco, LLC 401k Profit Sharing Plan | Apotheco Pharmacy LLC | $3,885,906 | 2023 |
| Antrim Road Enterprises, Inc. Retirement Plan | Antrim Road Enterprises, Inc. | $3,299,187 | 2023 |
| Eagles Talent Connection, Inc. 401(K) Profit Sharing Plan & Trust | Eagles Talent Connection, Inc. | $1,490,366 | 2023 |
| Get Zen, Inc. 401(K) Plan | Get Zen, Inc. | $750,759 | 2023 |
| Mcs 401k Trust | M C S LLC | $362,114 | 2023 |
| Avsi Inc. Retirement Plan | Avsi Inc. | $71 | 2023 |
| Investors Bank Amended And Restated Employee Stock Ownership Plan | Investors Bank | $0 | 2023 |
| Apotheco LLC Health And Welfare Plan | Apotheco LLC | not reported in the loaded dataset | 2023 |
| Garden Homes Management Corporation Health Reimbursement Arrangement | Garden Home Management Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Short Hills → · Short Hills plans by participants → · Short Hills plans with financial data → · Short Hills plans with provider compensation → · $1B+ plans in Short Hills →
Related Form 5500 pages
- All NJ Form 5500 filings
- Association Master Trust (plan 501)
- Association Master Trust — all reported plans
- Burrelles Information Services, LLC 401(K) Plan (plan 001)
- Burrelles Information Services — all reported plans
- Apotheco, LLC 401k Profit Sharing Plan (plan 001)
- Apotheco Pharmacy LLC — all reported plans
- Antrim Road Enterprises, Inc. Retirement Plan (plan 001)
- Antrim Road Enterprises, Inc. — all reported plans
- Eagles Talent Connection, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- Eagles Talent Connection, Inc. — all reported plans
- Get Zen, Inc. 401(K) Plan (plan 001)
- Get Zen, Inc. — all reported plans
- Mcs 401k Trust (plan 001)
- M C S LLC — all reported plans
- Avsi Inc. Retirement Plan (plan 001)
- Avsi Inc. — all reported plans
- Investors Bank Amended And Restated Employee Stock Ownership Plan (plan 002)
- Investors Bank — all reported plans
- Apotheco LLC Health And Welfare Plan (plan 502)
- Garden Homes Management Corporation Health Reimbursement Arrangement (plan 535)
- Garden Home Management Corporation — all reported plans
- Methodology
- Data sources