Back to filter
Original filing (PDF)20251015095501NAL0002107491001
ANJANA MATHUR, M.D.
Form 5500-SF
FILING_RECEIVED
ANJANA MATHUR, M.D. 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
5
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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 ANJANA MATHUR, M.D..
Plan sponsor
Name
ANJANA MATHUR, M.D.
EIN
20-4597922
Address
146 SERPENTINE DRIVE · MORGANVILLE, NJ · 07751
Phone
(732) 341-8885
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2D · Offset of another plan
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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 Offices of Physicians plans
COMPREHENSIVE LUNG CARE
COMPREHENSIVE LUNG CARE 401(K) PLAN
$1.4M · 4 participants
PLASTIC SURGERY ASSOCIATES OF SOUTH DAKOTA, LTD.
PLASTIC SURGERY ASSOCIATES OF SOUTH DAKOTA, LTD. CASH BALANCE PLAN
$1.4M · 6 participants
CRYSTAL HASKIN-COLE, DPM/WHOLE FOOT
CRYSTAL HASKIN-COLE DPM/WHOLE FOOT CARE PLLC 401(K) PLAN
$1.4M · 6 participants
HARLINGEN ANESTHESIA ASSOCIATES
HARLINGEN ANESTHESIA ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST
$1.4M · 9 participants
GANDELMAN CARDIOLOGY, P.C.
GANDELMAN CARDIOLOGY, P.C. RETIREMENT PLAN
$1.4M · 10 participants
MUSCULOSKELETAL MEDICINE, P. C.
MUSCULOSKELETAL MEDICINE, P. C. 401(K) PROFIT SHARING PLAN
$1.4M · 4 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
