Defined Benefit (Pension) · DOL Form 5500 · 2023

Middlesex Water Company Pension Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
96
Participants Small participant base
91st
Percentile by assets National rank
$971,237
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

$93M in assets, 96 participants

Middlesex Water Company's Middlesex Water Company Pension Plan reported $93M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #448 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Middlesex Water Company Pension Plan ranks #448 of 721 2023 filers by assets (576% of the sector average)-$93M for 96 participants.

#448
in Utilities (721 peers)
+9.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$93,238,779 Top 9% higher than 91% 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 Pension Plan among smaller 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 Pension Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Middlesex Water Company Pension Plan reported net income rose from -$16M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Middlesex Water Company Pension Plan end-of-year assets rose from $85M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Middlesex Water Company Pension Plan reported participants fell from 103 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 221114430 · Middlesex Water Company PY 2023 · Defined Benefit (Pension)

Middlesex Water Company Pension Plan · $93M · 96 · 91st

  • EBSA $93M
  • PART 96
  • TYPE 91st
  • NET Defined Benefit (Pension)
  • BOOK near Concord General Mutual Insurance Company Employees Pension Plan
  • VS-ST ind #448

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

Plumbers and Steamfitters Local 102 Pension PlanPlumbers and Steamfitters Lo…$93MPlumbers & Steamfitters Local 577 Pension PlanPlumbers & Steamfitters Loca…$93MMiddlesex Water Company Pension PlanMiddlesex Water Company Pens…$93MConcord General Mutual Insurance Company Employees Pension PlanConcord General Mutual Insur…$93MPension Plan for Cooperatives$93M
End-of-year total assets ($M) among Middlesex Water Company Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$92M
Net Income$8M
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. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Middlesex Water Company Pension Plan, Total assets ($B): 0.093238779 · Participants: 96Middlesex Water Company Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon 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 Concord General Mutual Insurance Company Employees Pension Plan in NH ($93M); by covered participants it is Keweenaw Bay Indian Community Defined Benefit Plan in MI (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Pension Plan assets move in 2023? ▼
Middlesex Water Company Pension Plan grew at a solid clip - up 9.9% during 2023, from $85M to $93M. Reported net income was $8M.
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 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Concord General Mutual Insurance Company Employees Pension Plan in NH ($93M, 85 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 Keweenaw Bay Indian Community Defined Benefit Plan in MI (96 participants, N/A 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.