401(k) · DOL Form 5500 · 2023

The Estaugh T/a Medford Leas 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 274
Participants Below avg headcount: 73rd
Percentile by assets National rank: $74,851
Avg per participant Below avg balance/head

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Official DOL plan name: Medford Leas 401(k) Plan · Sponsored by The Estaugh T/a Medford Leas · New Jersey · Healthcare & Social Assistance

$21M in assets, 274 participants

The Estaugh T/a Medford Leas's Medford Leas 401(k) Plan reported $21M in total assets and 274 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

#13,687 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

Medford Leas 401(k) Plan covers 274 participants in New Jersey, about 32% of the average New Jersey filer (state average ~844 per filing). Assets: $21M.

#13,687
in Healthcare & Social Assistance (17,684 peers): +9.2%
assets growth YoY

Medford Leas 401(k) Plan's outsized position by total assets

Medford Leas 401(k) Plan vs every filed plan by assets

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

$20,509,238 Top 27% higher than 73% of 127,068 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Medford Leas 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. Medford Leas 401(k) Plan sits mid-pack in the medium band (274 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Medford Leas 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Medford Leas 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Medford Leas 401(k) Plan reported participants fell from 293 in the plan year 2022 filing to 274 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 210633410 · The Estaugh T/a Medford Leas PY 2023 · 401(k)

Medford Leas 401(k) Plan · $21M · 274 · 73rd

BOY $21M
BOY 274
BOY 73rd
BOY 401(k)
BOY near Silveredge Consulting 401(k) Before-Tax Savings Plan
BOY ind #13687

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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →

End-of-year total assets ($M) among Medford Leas 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)	$19M
Net Assets (End of Year)	$21M
Net Income	$2M
Employer EIN	210633410
Plan Effective Date	1972-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Estaugh T/a Medford Leas)

Latest sponsor-wide plan assets: $20M 7.751405154818331% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	293	$19M
2023	1	274	$21M
2024	1	282	$20M

Nearby 401(k) Plans in New Jersey

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

Medford Leas 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
Verizon Savings Plan for Management Employees $27.8B · 78,072
Johnson and Johnson Savings Plan $22.2B · 41,291
Ernst & Young Retirement Savings Plan $15.5B · 59,346
Merck US Savings Plan $13.4B · 26,850

Compare Medford Leas 401(k) Plan side-by-side with 3 peers →

Medford Leas 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Silveredge Consulting 401(k) Before-Tax Savings Plan in NC ($21M); by covered participants it is Portfolio Retirement Plan in AZ (274 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Silveredge Consulting 401(k) Before-Tax Savings Plan (NC) $21M · 28
Fred Martin Motor Company 401(k) Profit Sharing Plan & Trust (OH) $21M · 309
Consulting Solutions 401(k) Plan (FL) $21M · 849
Daily's Premium Meats Retirement Plan (KS) $21M · 1,175

Similar participant headcount

Nearest other-state filings by covered participants (274 participants); asset peers above are excluded.

Portfolio Retirement Plan (AZ) 274 · 0 off
Smart Sand, Inc. Retirement Plan (TX) 274 · 0 off
The Portland Group Savings and Retirement Plan (MA) 274 · 0 off
Munsch Hardt Kopf & Harr, P.C. Profit Sharing Plan (TX) 274 · 0 off

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 Medford Leas 401(k) Plan assets move in 2023? ▼

Medford Leas 401(k) Plan grew at a solid clip - up 9.2% during 2023, from $19M to $21M. Reported net income was $2M.

How have The Estaugh T/a Medford Leas plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Estaugh T/a Medford Leas's sponsor-wide assets grew 7.8%, from $19M to $20M.

Which 401(k) plans are similar in size to Medford Leas 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Silveredge Consulting 401(k) Before-Tax Savings Plan in NC ($21M, 28 participants).

Which 401(k) plans cover a similar participant headcount to Medford Leas 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Portfolio Retirement Plan in AZ (274 participants, $5M 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 210633410.