Trenton, 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, Trenton, NJ has 44 loaded benefit plan(s) reported by 27 plan sponsor(s), with $924,056,052 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
44
Plan sponsors
27
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$924,056,052
Total reported liabilities (EOY)
$1,769,392
Total reported net assets (EOY)
$923,578,119

Contributions & income

Employer contributions
$47,961,833
Participant contributions
$10,393,740
Total income / additions
$155,141,183

Expenses & distributions

Benefits paid / distributions
$76,261,245
Total expenses
$82,690,606
Net increase / (decrease)
$72,450,577

Coverage

Total reported participants
184,036
Plans with financial statements
27
Plans with provider compensation
16

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

Largest loaded plans in Trenton, NJ
PlanSponsorReported assets (EOY)Year
New Jersey Education Association Employees' Retirement And Trust FundNew Jersey Education Association$385,063,8772023
New Jersey Education Association Health And Welfare Benefits TrustNew Jersey Education Association$184,690,1322023
Njea Supplemental Savings PlanNew Jersey Education Association$67,438,8732023
Employees' Stock Ownership Plan Of Cenlar Capital CorporationCenlar Capital Corporation$62,281,1352023
Teamsters Local No. 35 Pension PlanBoard Of Trustees Of The Teamsters No. 35 Pension Plan$47,270,8742023
Retirement Savings Plan For Employees Of Hibbert CompanyThe Hibbert Company$45,759,0432023
Teamsters Local No. 35 Health PlansTeamsters Local No. 35 Health Plans$29,183,9292023
Knf Neuberger, Inc. 401(K) Profit Sharing PlanKnf Neuberger, Inc.$22,911,9522023
H. M. Royal, Inc. Profit Sharing PlanH.M. Royal, Inc.$17,658,7642023
Marshall Industrial Technologies Savings & Retirement PlanMarshall Industrial Technologies$14,381,0902023
New Jersey Association Of Realtors 401(K) Profit Sharing PlanNew Jersey Association Of Realtors$9,075,5252023
Electrical Motor Repair Co. Of Nj 401(K) PlanElectrical Motor Repair Co. Of New Jersey$7,450,0752023
Terracycle Inc. 401(K) Profit Sharing Plan And TrustTerracycle, Inc.$7,228,3712023
Christina Seix Academy A New J 401(K) Profit Sharing Plan & TrustChristina Seix Academy A New J$5,584,4472023
Winning Strategies Washington 401(K) PlanWinning Strategies Washington$5,479,0852023
Beebe, Inc. Retirement Savings PlanBeebe, Inc.$3,873,8392023
Ibew Local 269 Joint Apprenticeship Training And Trust FundIbew Local 269 Joint Apprenticeship Training And Trust Fund$2,610,7702023
401(K) Profit-Sharing Plan For Employees Of New Jersey Association On CorrectionNew Jersey Association On Correction$1,853,5652023
Njea Member Benefit FundNew Jersey Education Association$1,641,8032023
Children'S Home Society Of New Jersey Retirement PlanChildren'S Home Society Of New Jersey$1,369,2342023
Children'S Home Society Of New Jersey 403(B) Plan For Collectively Bargained EmployeesChildren'S Home Society Of New Jersey$497,8462023
Fierra, Inc. Retirement PlanFierra, Inc.$390,0002023
Double K 4 Nj Corp. Retirement PlanDouble K 4 Nj Corp.$201,5002023
Solebury Landscaping Group Inc Profit Sharing PlanSolebury Landscaping Group$160,3232023
Beer Wholesalers Assoc Of Nj Group Life & Hosp Ins PlanBeer Wholesalers Assoc Group Life & Hosp Ins Plan$02023

Related Form 5500 pages