Defined Benefit (Pension) · DOL Form 5500 · 2022

Middlesex Water Company Pension Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
103
Participants Small participant base
92nd
Percentile by assets National rank
$823,573
Avg per participant High balance/head
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Official DOL plan name: Middlesex Water Company Pension Plan · Sponsored by Middlesex Water Company · New Jersey · Utilities

$85M in assets, 103 participants

Middlesex Water Company's Middlesex Water Company Pension Plan reported $85M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #467 in Utilities (738 peers)

Coverage in New Jersey

Middlesex Water Company Pension Plan covers 103 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $85M.

#467
in Utilities (738 peers)
-15.8%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Middlesex Water Company Pension Plan's outsized position by total assets

Middlesex Water Company Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$84,828,009 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Middlesex Water Company Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Middlesex Water Company Pension Plan sits mid-pack in the medium band (103 participants).

Form 5500 schedule snapshot

Filing strip 221114430 · Middlesex Water Company PY 2022 · Defined Benefit (Pension)

Middlesex Water Company Pension Plan · $85M · 103 · 92nd

  • 5500 $85M
  • 5500 103
  • 5500 92nd
  • 5500 Defined Benefit (Pension)
  • 5500 near The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees
  • 5500 ind #467

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Utilities retirement plans → · Plans in New Jersey →

Middlesex Water Company Pension Plan in the asset neighbourhood

Girl Scouts of the USA Retirement PlanGirl Scouts of the USA Retir…$85MMettler Toledo Retirement PlanMettler Toledo Retirement Pl…$85MThe Ahlstrom-Munksjo Group Retirement Plan for U.S. EmployeesThe Ahlstrom-Munksjo Group R…$85MMiddlesex Water Company Pension PlanMiddlesex Water Company Pens…$85MThe Holyoke Hospital Pension PlanThe Holyoke Hospital Pension…$85M
End-of-year total assets ($M) among Middlesex Water Company Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$85M
Net Income-$16M
Employer EIN221114430
Plan Effective Date1967-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Middlesex Water Company)

Sponsor-wide plan assets over time

All Middlesex Water Company plans reported in each filing year

Latest sponsor-wide plan assets
$178M 25.62527843346554% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $142M $178M ▲ +25.6%
Year Plans Participants Total Assets
2022 2 449 $142M
2023 2 444 $163M
2024 2 439 $178M

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Middlesex Water Company Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Middlesex Water Company Pension Plan, Total assets ($B): 0.084828009 · Participants: 103Middlesex Water Company Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
Middlesex Water Company Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Middlesex Water Company Pension Plan side-by-side with 3 peers →

Middlesex Water Company Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees in CT ($85M); by covered participants it is Instrumentation Laboratory Retirement Plan in MA (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Middlesex Water Company Pension Plan assets move in 2022? ▼
Middlesex Water Company Pension Plan declined sharply - down 15.8% during 2022, from $101M to $85M. Reported net income was -$16M.
How have Middlesex Water Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Middlesex Water Company's sponsor-wide assets grew 25.6%, from $142M to $178M.
Where does Middlesex Water Company Pension Plan rank by assets among Form 5500 filers? ▼
Middlesex Water Company Pension Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Middlesex Water Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees in CT ($85M, 88 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Middlesex Water Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Instrumentation Laboratory Retirement Plan in MA (103 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 221114430.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.