Plan5500

Watchung, 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, Watchung, NJ has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $6,950,460 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 Watchung

  • 3 loaded plans hold $7M in reported assets across 3 sponsors.
  • The largest, Mount Saint Mary Academy, Inc. 401(K) Retirement Plan, holds 84% of reported Watchung plan assets.
  • Plans cover 131 participants — about 44 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$7MSummed across loaded plans$6,950,460
Total reported assets$7M$6,950,460
Total reported participants131
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7M total assets
Net assets$7MLiabilities$0
Contributions & income
Employer contributions$134.1K
Participant contributions$410.9K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$340.3K
Total expenses$380.1K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Watchung market comparison

Largest plan share of assets84%Mount Saint Mary Academy, Inc. 401(K) Retirement Plan
Participants per plan44Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Watchung

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

  1. 1
    Mount Saint Mary Academy, Inc. 401(K) Retirement Plan$5.9M
    Mount Saint Mary Academy, Inc. · 2023
  2. 2
    Liccardi Ford, Inc. 401(K) Plan$1.1M
    Liccardi Ford, Inc. · 2023
  3. 3
    Asian Creative Profit Sharing Plan And Trust$0
    Asian Creative, Corp. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages