401(k) · DOL Form 5500 · 2023

Middlesex Water Co. 401(k) Plan

Data updated 2026-08-11

$69M
Total assets
348
Participants
89th
Percentile by assets
$199,527
Avg per participant
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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.

  • 89th percentile by assets (of 127,072 plans)
  • #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.

$69M
total plan assets (2023 EOY)
348
covered participants
89th
percentile by assets (of 127,072 plans)
$199,527
avg assets per participant

Where Middlesex Water Company 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
New Jersey
Industry
Utilities

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Middlesex Water Company 401(k) Plan reports 348 participants - about 41% of that state average ($69M EOY assets).

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.)

$120M$140M$160M$180M$200M 202220232024 $142M $178M ▲ +25.6%
Total plan assets by year, all Middlesex Water Co. plans on file
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 ($B) Participants Middlesex Water Comp…, Total assets ($B): 0.069435473 · Participants: 348Middlesex Water Comp…JPMorgan Chase 401(k…, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k…Verizon Savings Plan…, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan…Johnson and Johnson …, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson …Ernst & Young Retire…, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retire…Merck 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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Middlesex Water Company 401(k) Plan by total assets, not by location.

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).

Next read for Middlesex Water Company 401(k) Plan

Filing takeaways

Ways to act on Middlesex Water Company 401(k) Plan's numbers.

  • By total assets, Middlesex Water Company 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
  • Middlesex Water Co.'s sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Utilities plans

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.