NJ Form 5500 retirement and benefit plan filings

State 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, NJ has 6,723 loaded benefit plan(s) reported by 4,471 plan sponsor(s), with $973,974,246,143 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6,723
Plan sponsors
4,471
Latest filing year
2023

What stands out in NJ

  • 6,723 loaded plans hold $974B in reported assets across 4,471 sponsors.
  • The largest, Jpmorgan Chase 401(K) Savings Plan, holds 5% of reported NJ plan assets.
  • Plans cover 11,675,826 participants — about 1,737 per plan.
  • 69% of loaded plans report full Schedule H/I financial statements.
  • 39% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$950.2BSummed across loaded plans$950,233,936,962
Total reported assets$974B$973,974,246,143
Total reported participants11.7M11,675,826
Total reported liabilities$23.7B$23,671,367,973

Reported net position

Reported assets = net assets + liabilities (summed)$974B total assets
Net assets$950.2BLiabilities$23.7B
Contributions & income
Employer contributions$22.1B
Participant contributions$20.3B
Total income / additions$160B
Expenses & distributions
Benefits paid / distributions$63.9B
Total expenses$67.4B
Net increase / (decrease)$92.5B

Data coverage

Plans with financial statements4,626 / 6,723 (69%)
Plans with provider compensation2,596 / 6,723 (39%)

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

Cities by loaded plan count

Computed from loaded plans

NJ market comparison

Largest plan share of assets5%Jpmorgan Chase 401(K) Savings Plan
Participants per plan1,737Average across loaded plans
Plan sponsors4,471
Ranked by reported assets

Largest loaded NJ plans

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

  1. 1
    Jpmorgan Chase Bank, National Association · Jersey City · 2023
  2. 2
    Verizon Communications Inc. · Basking Ridge · 2023
  3. 3
    Verizon Communications Inc. · Basking Ridge · 2023
  4. 4
    Johnson And Johnson · New Brunswick · 2023
  5. 5
    Johnson And Johnson · New Brunswick · 2023
  6. 6
    Johnson And Johnson · New Brunswick · 2023
  7. 7
    Nokia Of America Corporation · Mountain Avenue · 2023
  8. 8
    Johnson And Johnson · New Brunswick · 2023
  9. 9
    Jpmorgan Chase Bank, National Association · Jersey City · 2023
  10. 10
    Verizon Communications Inc. · Basking Ridge · 2023
  11. 11
    Ernst & Young U.S. Llp · Secaucus · 2023
  12. 12
    The Prudential Insurance Company Of America · Newark · 2023
  13. 13
    Nokia Of America Corporation · Murray Hill · 2023
  14. 14
    Merck & Co., Inc. · Rahway · 2023
  15. 15

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for NJ?
6,723 plan(s) reported by 4,471 sponsor(s) are loaded for NJ.

Related Form 5500 pages