401(k) · DOL Form 5500 · 2024
The Estaugh T/a Medford Leas 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 282
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $71,767
- Avg per participant Below avg balance/head
Official DOL plan name: Medford Leas 401(k) Plan · Sponsored by The Estaugh T/a Medford Leas · New Jersey · Healthcare & Social Assistance
$20M in assets, 282 participants
The Estaugh T/a Medford Leas's Medford Leas 401(k) Plan reported $20M in total assets and 282 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #12,670 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Jersey
Medford Leas 401(k) Plan covers 282 participants in New Jersey, about 33% of the average New Jersey filer (state average ~844 per filing). Assets: $20M.
- #12,670
- in Healthcare & Social Assistance (16,916 peers)
- -1.3%
- assets change YoY
The plan reported a net loss of $271K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$20,238,162 Top 30% higher than 70% 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
Medford Leas 401(k) Plan 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. Medford Leas 401(k) Plan sits mid-pack in the medium band (282 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Medford Leas 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$271K in the plan year 2024 filing.
- Medford Leas 401(k) Plan reported participants rose from 274 in the plan year 2023 filing to 282 in the plan year 2024 filing.
- Medford Leas 401(k) Plan end-of-year assets fell from $21M in the plan year 2023 filing to $20M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 210633410 · The Estaugh T/a Medford Leas PY 2024 · 401(k)
Medford Leas 401(k) Plan · $20M · 282 · 70th
- 5500 $20M
- ASSETS 282
- PCT 70th
- EIN 401(k)
- RANK near Acn Employees' Savings and Retirement Plan
- PHOTO ind #12670
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 →
Medford Leas 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$271K |
| Employer EIN | 210633410 |
| Plan Effective Date | 1972-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Estaugh T/a Medford Leas)
Sponsor-wide plan assets over time
All The Estaugh T/a Medford Leas plans reported in each filing year
- 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.
- 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
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 Acn Employees' Savings and Retirement Plan in NC ($20M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (282 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Acn Employees' Savings and Retirement Plan (NC) $20M · 154
- Libra Industries 401(k) Plan (OH) $20M · 295
- Architectural Nexus, Inc. 401(k) Profit Sharing Plan (UT) $20M · 111
- Wcf 401(k) Plan (UT) $20M · 314
Similar participant headcount
Nearest other-state filings by covered participants (282 participants); asset peers above are excluded.
- Territorial Savings Bank 401(k) Plan (HI) 282 · 0 off
- Lippolis Electric, Inc. 401(k) Plan (NY) 282 · 0 off
- Duke Aerial, Inc. 401(k) Plan (IA) 282 · 0 off
- Gf Health Products, Inc. Employees 401(k) Plan (GA) 282 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.