Back to filter
Original filing (PDF)20250926132430NAL0010912800001
J. JOSEPHSON, INC.
Form 5500-SF
FILING_RECEIVED
J. JOSEPHSON, INC. UNION DEFINED CONTRIBUTION PLAN
401(k) retirement plan
Active participants
78
Accounts w/ balance
72
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J. JOSEPHSON, INC..
Plan sponsor
Name
J. JOSEPHSON, INC.
EIN
11-2200757
Address
35 HORIZON BLVD · SOUTH HACKENSACK, NJ · 076061804
Phone
(201) 426-2626
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Manufacturing plans
HAPPY DAY HOLDINGS, LLC
HAPPY DAY HOLDINGS, LLC 401(K) PROFIT SHARING PLAN
$1.6M · 30 participants
P&P MACHINING CO, LLC DBA LAWRUK MACHINE & TOOL COMPANY
LAWRUK MACHINE & TOOL CO., INC. 401(K) PROFIT SHARING PLAN
$1.6M · 27 participants
ALLRED & ASSOCIATES, INC.
ALLRED & ASSOCIATES, INC. 401K PROFIT SHARING PLAN
$1.6M · 35 participants
MQ ENTERPRISES, INC.
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MQ ENTERPRISES, INC.
$1.6M · 22 participants
SILFAB SOLAR WA INC.
SILFAB 401(K) PLAN
$1.6M · 229 participants
MPS PRODUCTS CORP
MPS PRODUCTS CORP 401(K) RETIREMENT PLAN
$1.6M · 8 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants