Plan5500

Caldwell University — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Caldwell University (EIN 22-1500483) is a plan sponsor located in Caldwell, NJ with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
22-1500483
Location
Caldwell, NJ
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Caldwell University

  • 2 loaded plans hold $54.7M in reported assets.
  • The largest, Caldwell University Defined Contribution Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 691 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$54.7MSummed across loaded plans$54,708,204
Total reported assets$54.7M$54,708,204
Total reported participants691
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$54.7M total assets
Net assets$54.7MLiabilities$0
Contributions & income
Employer contributions$195.2K
Participant contributions$1.2M
Total income / additions$7.4M
Expenses & distributions
Benefits paid / distributions$6.6M
Total expenses$6.6M
Net increase / (decrease)$768.4K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Caldwell University Defined Contribution Retirement Plan
Participants per plan346Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Caldwell University Defined Contribution Retirement Plan$54.7M
    Plan #001 · 410 participants · 2023
  2. 2
    Caldwell University Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 281 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Caldwell University. Open one for its full reported snapshot.

  1. 2023
    Caldwell University Defined Contribution Retirement Plan410 participants · 2Sch HSch C
    View filing →
  2. 2023
    Caldwell University Health & Welfare Plan281 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Caldwell University report on Form 5500?
Caldwell University (EIN 22-1500483) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Caldwell University?
The Employer Identification Number (EIN) reported for Caldwell University is 22-1500483.
What is the latest Form 5500 filing year for Caldwell University?
The latest loaded Form 5500 filing year for Caldwell University is 2023.

Related Form 5500 pages