Plan5500

Waldwick, 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, Waldwick, NJ has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $36,213,099 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
6
Latest filing year
2023

What stands out in Waldwick

  • 8 loaded plans hold $36.2M in reported assets across 6 sponsors.
  • The largest, Forum School Defined Contribution Retirement Plan, holds 44% of reported Waldwick plan assets.
  • Plans cover 427 participants — about 53 per plan.
  • 88% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36.2MSummed across loaded plans$36,213,099
Total reported assets$36.2M$36,213,099
Total reported participants427
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$36.2M total assets
Net assets$36.2MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$886.1K
Total income / additions$7.3M
Expenses & distributions
Benefits paid / distributions$3.1M
Total expenses$3.2M
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements7 / 8 (88%)
Plans with provider compensation1 / 8 (13%)

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

Waldwick market comparison

Largest plan share of assets44%Forum School Defined Contribution Retirement Plan
Participants per plan53Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Waldwick

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

  1. 1
    Forum School Defined Contribution Retirement Plan$15.8M
    The Forum School · 2023
  2. 2
    Stauff Corporation Profit Sharing Plan And Trust$8M
    Stauff Corporation · 2023
  3. 3
    Kallman Worldwide 401(K) Profit Sharing Plan$5.7M
    Kallman Worldwide, Inc. · 2023
  4. 4
    Corbett Employee'S Retirement Plan$3.1M
    Corbett Industries Inc · 2023
  5. 5
    Supplemental Retirement Plan$2.9M
    The Forum School · 2023
  6. 6
    Smithfield E.J.P. Estates Corp 401(K) Plan$644.3K
    Smithfield E.J.P. Estates Corp · 2023
  7. 7
    Savvy Dollar Inc. Retirement Plan$57.6K
    Savvy Dollar Inc. · 2023
  8. 8
    The Forum School Health And Welfare Plannot reported in the loaded dataset
    The Forum School · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages