Plan5500

Mccarter And English Retirement And Savings Plan — Form 5500 plan (Mccarter & English, Llp)

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, Mccarter And English Retirement And Savings Plan is a benefit plan reported by Mccarter & English, Llp under EIN 22-1534652 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,068 participants and $421,968,096 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$422MPlan net assets, end of year$421,968,096
Participants1.1KCovered participants reported1,068
Assets / participant$395.1KComputed: assets ÷ participants$395,101 (computed)
Provider compensation$171.6K4 Schedule C provider row(s)$171,601
Plan sponsor
Mccarter & English, Llp
EIN
22-1534652
Plan number
004
Plan type
2
Location
Newark, NJ
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
    1,068 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)$422M total assets
Net assets$422MLiabilities$0
Money in vs. money out
Total income / additions$96.9M
Total expenses$21.7M
Benefits paid / distributions$21.5M
Contributions
Employer$6.9M
Participant$10.6M
Full reported line items

Net assets

Total assets (EOY)
$421,968,096
Total liabilities (EOY)
$0
Net assets (EOY)
$421,968,096
Net assets (BOY)
$346,788,616

Income & contributions

Employer contributions
$6,857,979
Participant contributions
$10,596,957
Total contributions
$20,157,114
Total income / additions
$96,868,642

Expenses & distributions

Benefits paid
$21,507,150
Administrative expenses
$171,601
Total expenses
$21,689,162
Net increase / (decrease)
$75,179,480
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 39%Participant 61%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income22%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
    Captrust$60.8K
    CONSULTANT · Direct $60.8K
  2. 2
    Fidelity Investments Institutional$45K
    RECORDKEEPER · Direct $45K · Indirect $0
  3. 3
    Strategic Advisors, Inc.$41.6K
    ADVISOR · Direct $41.6K
  4. 4
    Eisneramper Llp$24.3K
    ACCOUNTANT/AUDITOR · Direct $24.3K

What to inspect next

Frequently asked questions

Who sponsors the Mccarter And English Retirement And Savings Plan?
Mccarter And English Retirement And Savings Plan is reported as sponsored by Mccarter & English, Llp (EIN 22-1534652, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Mccarter And English Retirement And Savings Plan?
The latest Form 5500 filing year loaded for Mccarter And English Retirement And Savings Plan is 2023.
How many participants does Mccarter And English Retirement And Savings Plan report?
Mccarter And English Retirement And Savings Plan reports 1,068 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Mccarter And English Retirement And Savings Plan?
Mccarter And English Retirement And Savings Plan reports $421,968,096 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