Defined Benefit (Pension) · DOL Form 5500 · 2024
E & J Sales and Marketing LLC Pension Plan
Data updated 2026-08-25
- $371K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $74,125
- Avg per participant Below avg balance/head
Official DOL plan name: E & J Sales and Marketing, LLC Cash Balance Plan · Sponsored by E & J Sales and Marketing LLC · New Jersey · Retail Trade
$371K in assets, 5 participants
E & J Sales and Marketing LLC's E & J Sales and Marketing, LLC Cash Balance Plan reported $371K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.
- #2,006 in Retail Trade (8,048 peers)
2024 asset change
E & J Sales and Marketing, LLC Cash Balance Plan declined sharply 26.3% in 2024 ($503K → $371K) for 5 participants.
- #2,006
- in Retail Trade (8,048 peers)
- -26.3%
- assets change YoY
The plan reported a net loss of $132K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
E & J Sales and Marketing, LLC Cash Balance Plan among the smaller filed plans by assets
E & J Sales and Marketing, LLC Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$370,627 15th percentile higher than 15% 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
E & J Sales and Marketing, LLC Cash Balance Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. E & J Sales and Marketing, LLC Cash Balance Plan is a micro filing (5 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 814708748 · E & J Sales and Marketing LLC PY 2024 · Defined Benefit (Pension)
E & J Sales and Marketing, LLC Cash Balance Plan · $371K · 5 · 15th
- EBSA $371K
- PART 5
- TYPE 15th
- NET Defined Benefit (Pension)
- BOOK near Kelly Underwriting Services, LLC Cash Balance Plan
- VS-ST ind #2006
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 Retail Trade retirement plans → · Plans in New Jersey →
E & J Sales and Marketing, LLC Cash Balance Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $503K |
|---|---|
| Net Assets (End of Year) | $371K |
| Net Income | -$132K |
| Employer EIN | 814708748 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.1B · 37,882
- JPMorgan Chase Retirement Plan $16.1B · 83,812
- Nokia Retirement Income Plan $12.9B · 7,280
- The Prudential Merged Retirement Plan $12.0B · 16,233
- Merck US Pension Plan $10.1B · 26,843
E & J Sales and Marketing, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Kelly Underwriting Services, LLC Cash Balance Plan in NY ($370K); by covered participants it is Alan Tajerstein Pension Plan in NY (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($371K here).
- Kelly Underwriting Services, LLC Cash Balance Plan (NY) $370K · 1
- Compass Workforce Solutions, LLC Cash Balance Plan (NY) $369K · 2
- Maintenance Employees Teamsters Local 416 of Cleveland Pension Plan (OH) $365K · N/A
- Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan (NY) $384K · 2
Similar participant headcount
Nearest other-state filings by covered participants (5 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.