Plan5500

Union City, 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, Union City, NJ has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $18,544,142 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Union City

  • 3 loaded plans hold $18.5M in reported assets across 3 sponsors.
  • The largest, North Hudson Community Action Corporation Tax Deferred Annuity, holds 100% of reported Union City plan assets.
  • Plans cover 1,032 participants — about 344 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18.5MSummed across loaded plans$18,544,142
Total reported assets$18.5M$18,544,142
Total reported participants1K1,032
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18.5M total assets
Net assets$18.5MLiabilities$0
Contributions & income
Employer contributions$308.2K
Participant contributions$1.1M
Total income / additions$3.8M
Expenses & distributions
Benefits paid / distributions$693.1K
Total expenses$750.4K
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Union City market comparison

Largest plan share of assets100%North Hudson Community Action Corporation Tax Deferred Annuity
Participants per plan344Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Union City

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

  1. 1
    North Hudson Community Action Corporation Tax Deferred Annuity$18.5M
    North Hudson Community Action Corporation · 2023
  2. 2
    Lenny Ramirez, D.P.M. 401(K)/Profit Sharing Plan$8K
    Lenny Ramirez, D.P.M. · 2023
  3. 3
    Union City Daycare Program Inc Employee Life Programnot reported in the loaded dataset
    Union City Daycare Program, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Union City, NJ?
3 plan(s) reported by 3 sponsor(s) are loaded for Union City, NJ.

Related Form 5500 pages