Assets by plan
Share of aggregate retirement assets
Filings through .
J. Josephson, Inc.
EIN 11-2200757consumer goodsLatest filing 2025
Plans
3
Retirement
3
$20.6M assets
Health & Benefits
0
Participants
193
35 HORIZON BLVD - SOUTH HACKENSACK, NJ 076061804201-426-2626jjosephson.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $20.6M assets / 193 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
J. JOSEPHSON, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$17.8M
Participants67
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
J. JOSEPHSON, INC. UNION DEFINED CONTRIBUTION PLAN
401(k)
Assets$1.8M
Participants88
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
J. JOSEPHSON UNION PENSION PLAN
Traditional DB
Assets$988K
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | J. JOSEPHSON, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $17.8M | 67 | 2025 |
| #005 | J. JOSEPHSON, INC. UNION DEFINED CONTRIBUTION PLAN | 401(k) | $1.8M | 88 | 2025 |
| #004 | J. JOSEPHSON UNION PENSION PLAN | Traditional DB | $988K | 38 | 2025 |
- #003 · 401(k) · 202567
- #005 · 401(k) · 202588
- #004 · Traditional DB · 202538
Retirement plans