401(k) · DOL Form 5500 · 2023

Middlesex Water Co. 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
348
Participants Below avg headcount
89th
Percentile by assets National rank
$199,527
Avg per participant Above avg balance/head
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Official DOL plan name: Middlesex Water Company 401(k) Plan · Sponsored by Middlesex Water Co. · New Jersey · Utilities

$69M in assets, 348 participants

Middlesex Water Co.'s Middlesex Water Company 401(k) Plan reported $69M in total assets and 348 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #418 in Utilities (721 peers)

Coverage in New Jersey

Middlesex Water Company 401(k) Plan covers 348 participants in New Jersey, about 41% of the average New Jersey filer (state average ~844 per filing). Assets: $69M.

#418
in Utilities (721 peers)
+22.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Middlesex Water Company 401(k) Plan's outsized position by total assets

Middlesex Water Company 401(k) Plan vs every filed plan by assets

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

$69,435,473 Top 11% higher than 89% 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

Middlesex Water Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Middlesex Water Company 401(k) Plan sits mid-pack in the medium band (348 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Middlesex Water Company 401(k) Plan reported net income rose from -$16M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Middlesex Water Company 401(k) Plan end-of-year assets rose from $57M in the plan year 2022 filing to $69M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 221114430 · Middlesex Water Co. PY 2023 · 401(k)

Middlesex Water Company 401(k) Plan · $69M · 348 · 89th

  • EOY $69M
  • EOY 348
  • EOY 89th
  • EOY 401(k)
  • EOY near X-Ray Associates of New Mexico, P. C. 401(k) Profit Sharing Plan and Trust
  • EOY ind #418

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 401(k) Plan in the asset neighbourhood

Iti, Inc. 401(k) Plan$69MElectronic Warfare Associates, Inc. Savings and Investment PlanElectronic Warfare Associate…$69MMiddlesex Water Company 401(k) PlanMiddlesex Water Company 401(…$69MX-Ray Associates of New Mexico, P. C. 401(k) Profit Sharing Plan and TrustX-Ray Associates of New Mexi…$69MPfu America, Inc. 401(k) Plan$69M
End-of-year total assets ($M) among Middlesex Water Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$69M
Net Income$13M
Employer EIN221114430
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Middlesex Water Co.)

Sponsor-wide plan assets over time

All Middlesex Water Co. 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 401(k) Plans in New Jersey

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

Middlesex Water Company 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Middlesex Water Company 401(k) Plan, Total assets ($B): 0.069435473 · Participants: 348Middlesex Water Company 401(k) 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
Middlesex Water Company 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Middlesex Water Company 401(k) Plan side-by-side with 3 peers →

Middlesex Water Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is X-Ray Associates of New Mexico, P. C. 401(k) Profit Sharing Plan and Trust in NM ($69M); by covered participants it is Cabinet Specialists 401(k) Plan in TX (348 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (348 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 Middlesex Water Company 401(k) Plan assets move in 2023? ▼
Middlesex Water Company 401(k) Plan grew sharply - up 22.0% during 2023, from $57M to $69M. Reported net income was $13M.
How have Middlesex Water Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Middlesex Water Co.'s sponsor-wide assets grew 25.6%, from $142M to $178M.
Where does Middlesex Water Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Middlesex Water Company 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Middlesex Water Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is X-Ray Associates of New Mexico, P. C. 401(k) Profit Sharing Plan and Trust in NM ($69M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Middlesex Water Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cabinet Specialists 401(k) Plan in TX (348 participants, $3M 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 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.