401(k) · DOL Form 5500 · 2023

New Jersey's Finest Bagels, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
9
Participants Small participant base
56th
Percentile by assets National rank
$964,545
Avg per participant High balance/head
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Official DOL plan name: New Jersey's Finest Bagels, LLC Pension Plan · Sponsored by New Jersey's Finest Bagels, LLC · New Jersey · Retail Trade

$9M in assets, 9 participants

New Jersey's Finest Bagels, LLC's New Jersey's Finest Bagels, LLC Pension Plan reported $9M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,557 in Retail Trade (8,414 peers)

2023 asset change

New Jersey's Finest Bagels, LLC Pension Plan grew at a solid clip 9.7% in 2023 ($8M → $9M) for 9 participants.

#5,557
in Retail Trade (8,414 peers)
+9.7%
assets growth YoY

New Jersey's Finest Bagels, LLC Pension Plan's mid-pack asset rank among Retail Trade and all filers

New Jersey's Finest Bagels, LLC Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,680,901 Top 44% higher than 56% of 127,068 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 2023

New Jersey's Finest Bagels, LLC Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Jersey's Finest Bagels, LLC Pension Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Jersey's Finest Bagels, LLC Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $770K in the plan year 2023 filing.
  • New Jersey's Finest Bagels, LLC Pension Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • New Jersey's Finest Bagels, LLC Pension Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 454648048 · New Jersey's Finest Bagels, LLC PY 2023 · 401(k)

New Jersey's Finest Bagels, LLC Pension Plan · $9M · 9 · 56th

  • TYPE $9M
  • TYPE 9
  • TYPE 56th
  • TYPE 401(k)
  • TYPE near Montreat College Retirement Plan
  • TYPE ind #5557

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 Retail Trade retirement plans → · Plans in New Jersey →

New Jersey's Finest Bagels, LLC Pension Plan in the asset neighbourhood

New Jersey's Finest Bagels, LLC Pension PlanNew Jersey's Finest Bagels, …$9MMontreat College Retirement PlanMontreat College Retirement …$9MW.P. Malone, Inc. 401(k) Plan$9MTax Deferred Annuity Plan for Employees of Welllife Network Inc.Tax Deferred Annuity Plan fo…$9MArtemis Consulting, LLC 401(k) Profit Sharing PlanArtemis Consulting, LLC 401(…$9M
End-of-year total assets ($M) among New Jersey's Finest Bagels, LLC Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey's Finest Bagels, LLC years around the 2023 move

Sponsor-wide plan assets over time

All New Jersey's Finest Bagels, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 9.732489087617228% vs 2022
2023 filing year
$7.5M$8M$8.5M$9M 20222023 $7.91M $8.68M ▲ +9.7%
Year Plans Participants Total Assets
2022 1 8 $8M
2023 1 9 $9M

2023 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$770K
Employer EIN454648048
Plan Effective Date1982-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

New Jersey's Finest Bagels, LLC Pension Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants New Jersey's Finest Bagels, LLC Pension Plan, Total assets ($B): 0.008680901 · Participants: 9New Jersey's Finest Bagels, LLC Pension PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
New Jersey's Finest Bagels, LLC Pension Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare New Jersey's Finest Bagels, LLC Pension Plan side-by-side with 3 peers →

New Jersey's Finest Bagels, LLC Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Montreat College Retirement Plan in NC ($9M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did New Jersey's Finest Bagels, LLC Pension Plan assets move in 2023? ▼
New Jersey's Finest Bagels, LLC Pension Plan grew at a solid clip - up 9.7% during 2023, from $8M to $9M. Reported net income was $770K.
How have New Jersey's Finest Bagels, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), New Jersey's Finest Bagels, LLC's sponsor-wide assets grew 9.7%, from $8M to $9M.
Which 401(k) plans are similar in size to New Jersey's Finest Bagels, LLC Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Montreat College Retirement Plan in NC ($9M, 173 participants).
Which 401(k) plans cover a similar participant headcount to New Jersey's Finest Bagels, LLC Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 454648048.

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.