Plan5500

Corcoran Jennison Companies 401(K) Plan — Form 5500 plan (Corcoran Jennison Company, Inc)

Plain-English plan 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, Corcoran Jennison Companies 401(K) Plan is a benefit plan reported by Corcoran Jennison Company, Inc under EIN 04-2964561 and plan number 001. The latest loaded filing year is 2023. The filing reports 519 participants and $34,022,069 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$34MPlan net assets, end of year$34,022,069
Participants519Covered participants reported
Assets / participant$65.6KComputed: assets ÷ participants$65,553 (computed)
Provider compensation$87.1K3 Schedule C provider row(s)$87,082
Plan sponsor
Corcoran Jennison Company, Inc
EIN
04-2964561
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    519 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$34M total assets
Net assets$34MLiabilities$0
Money in vs. money out
Total income / additions$9.3M
Total expenses$3M
Benefits paid / distributions$2.9M
Contributions
Employer$728.7K
Participant$1.6M
Full reported line items

Net assets

Total assets (EOY)
$34,022,069
Total liabilities (EOY)
$0
Net assets (EOY)
$34,022,069
Net assets (BOY)
$27,740,366

Income & contributions

Employer contributions
$728,667
Participant contributions
$1,645,138
Total contributions
$2,484,291
Total income / additions
$9,289,246

Expenses & distributions

Benefits paid
$2,920,462
Administrative expenses
$87,081
Total expenses
$3,007,543
Net increase / (decrease)
$6,281,703
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$42K
    RECORDKEEPER · Direct $42K · Indirect $0
  2. 2
    Global Retirement Partners LLC$25K
    ADVISOR · Direct $25K
  3. 3
    Strategic Advisors, Inc.$20.1K
    ADVISOR · Direct $20.1K

What to inspect next

Frequently asked questions

Who sponsors the Corcoran Jennison Companies 401(K) Plan?
Corcoran Jennison Companies 401(K) Plan is reported as sponsored by Corcoran Jennison Company, Inc (EIN 04-2964561, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Corcoran Jennison Companies 401(K) Plan?
The latest Form 5500 filing year loaded for Corcoran Jennison Companies 401(K) Plan is 2023.
How many participants does Corcoran Jennison Companies 401(K) Plan report?
Corcoran Jennison Companies 401(K) Plan reports 519 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Corcoran Jennison Companies 401(K) Plan?
Corcoran Jennison Companies 401(K) Plan reports $34,022,069 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages