Defined Benefit (Pension) · DOL Form 5500 · 2024

Middlesex Water Company Pension Plan

Data updated 2026-08-25

$100M
Total assets Below avg plan size
88
Participants Small participant base
90th
Percentile by assets National rank
$1.1M
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

$100M in assets, 88 participants

Middlesex Water Company's Middlesex Water Company Pension Plan reported $100M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #456 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Middlesex Water Company Pension Plan ranks #456 of 732 2024 filers by assets (539% of the sector average)-$100M for 88 participants.

#456
in Utilities (732 peers)
+6.9%
assets growth YoY
1.0×
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 2024 · DOL Form 5500

$99,657,621 Top 10% higher than 90% of 123,620 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 2024

Middlesex Water Company Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Middlesex Water Company Pension Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Middlesex Water Company Pension Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Middlesex Water Company Pension Plan reported participants fell from 96 in the plan year 2023 filing to 88 in the plan year 2024 filing.
  • Middlesex Water Company Pension Plan end-of-year assets rose from $93M in the plan year 2023 filing to $100M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 221114430 · Middlesex Water Company PY 2024 · Defined Benefit (Pension)

Middlesex Water Company Pension Plan · $100M · 88 · 90th

  • TYPE $100M
  • TYPE 88
  • TYPE 90th
  • TYPE Defined Benefit (Pension)
  • TYPE near American Speech-Language-Hearing Association Retirement Income Plan
  • TYPE ind #456

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

Middlesex Water Company Pension PlanMiddlesex Water Company Pens…$100MAmerican Speech-Language-Hearing Association Retirement Income PlanAmerican Speech-Language-Hea…$100MGuthrie Retirement Plan$100MThe San Diego Union-Tribune LLC Retirement PlanThe San Diego Union-Tribune …$100MPension Plan for Employees of a.M. Castle & Co.Pension Plan for Employees o…$100M
End-of-year total assets ($M) among Middlesex Water Company Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$99M
Net Income$6M
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): 0.099657621 · Participants: 88Middlesex Water Company Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
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 American Speech-Language-Hearing Association Retirement Income Plan in MD ($100M); by covered participants it is Textron Automotive Functional Components Cwc Division, a Division of Textron Inc. Hourly-Rated Employees' Pension Plan in RI (88 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. 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 2024? ▼
Middlesex Water Company Pension Plan grew at a solid clip - up 6.9% during 2024, from $93M to $100M. Reported net income was $6M.
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 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 American Speech-Language-Hearing Association Retirement Income Plan in MD ($100M, 291 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 Textron Automotive Functional Components Cwc Division, a Division of Textron Inc. Hourly-Rated Employees' Pension Plan in RI (88 participants, $113M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.