401(k) · DOL Form 5500 · 2024
Oceanfirst Bank 401(k) Plan
Data updated 2026-08-25
- $110M
- Total assets Near avg plan size
- 901
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $121,651
- Avg per participant Near avg balance/head
Official DOL plan name: Retirement Plan for Oceanfirst Bank · Sponsored by Oceanfirst Bank · New Jersey · Finance & Insurance
$110M in assets, 901 participants
Oceanfirst Bank's Retirement Plan for Oceanfirst Bank reported $110M in total assets and 901 participants in its 2024 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.
- #7,359 in Finance & Insurance (8,549 peers)
Where Retirement Plan for Oceanfirst Bank sits by assets
Retirement Plan for Oceanfirst Bank sits in the top 10% of all filed plans by assets, $110M for 901 participants (~$121,651/participant), up 11.5% in 2024.
- #7,359
- in Finance & Insurance (8,549 peers)
- +11.5%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Retirement Plan for Oceanfirst Bank's outsized position by total assets
Retirement Plan for Oceanfirst Bank vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$109,607,791 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Retirement Plan for Oceanfirst Bank among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Oceanfirst Bank sits mid-pack in the medium band (901 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Oceanfirst Bank reported net income rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Retirement Plan for Oceanfirst Bank end-of-year assets rose from $98M in the plan year 2023 filing to $110M in the plan year 2024 filing.
- Retirement Plan for Oceanfirst Bank reported participants fell from 933 in the plan year 2023 filing to 901 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 210607451 · Oceanfirst Bank PY 2024 · 401(k)
Retirement Plan for Oceanfirst Bank · $110M · 901 · 91st
- SCH $110M
- EBSA 901
- PART 91st
- TYPE 401(k)
- NET near Roux Associates, Inc. Profit Sharing/401(k) Plan
- BOOK ind #7359
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 Finance & Insurance retirement plans → · Plans in New Jersey →
Retirement Plan for Oceanfirst Bank in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $110M |
| Net Income | $11M |
| Employer EIN | 210607451 |
| Plan Effective Date | 1988-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oceanfirst Bank)
Sponsor-wide plan assets over time
All Oceanfirst Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $137M 9.388577087820641% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,689 | $125M |
| 2023 | 2 | 1,748 | $127M |
| 2024 | 2 | 1,716 | $137M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Retirement Plan for Oceanfirst Bank's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Roux Associates, Inc. Profit Sharing/401(k) Plan in NY ($110M); by covered participants it is Energy North Retirement Plan in MA (901 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110M here).
- Roux Associates, Inc. Profit Sharing/401(k) Plan (NY) $110M · 425
- Weg U.S. 401(k) Retirement Plan (GA) $110M · 1,147
- Crowley Fleck Pllp Profit Sharing Plan and Trust (MT) $110M · 236
- Gardaworld Cash Services, Inc. 401(k) Savings and Retirement Plan (FL) $110M · 5,295
Similar participant headcount
Nearest other-state filings by covered participants (901 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.