Assets by plan
Share of aggregate retirement assets
- FOR OCEANFIRST BANK (#002)$136.2M
Filings through .
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Oceanfirst Bank
EIN 21-0607451bankingLatest filing 2025
Plans
5
Retirement
3
$165.5M assets
Health & Benefits
2
$992K premiums
Participants
4,382
975 HOOPER AVENUE - TOMS RIVER, NJ 08753732-240-4500oceanfirst.comLinkedIn1001-5000 employeesbanking
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
3 plans aggregated / $165.5M assets / 2,445 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $992K premiums / 1,042 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$471K
- Other$346K
- Long-term disability$279K
- Vision$153K
- Short-term disability$60K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
RETIREMENT PLAN FOR OCEANFIRST BANK
401(k)
Assets$136.2M
Participants1,421
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
OCEANFIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN
401(k)
Assets$26.6M
Participants996
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SPRING GARDEN LENDING GROUP 401(K) RETIREMENT PLAN
401(k)
Assets$2.7M
Participants28
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
OCEANFIRST BANK GROUP BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$992K
Covered lives1,042
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
OCEANFIRST BANK SEVERANCE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | RETIREMENT PLAN FOR OCEANFIRST BANK | 401(k) | $136.2M | 1,421 | 2025 |
| #004 | OCEANFIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN | 401(k) | $26.6M | 996 | 2025 |
| #001 | SPRING GARDEN LENDING GROUP 401(K) RETIREMENT PLAN | 401(k) | $2.7M | 28 | 2024 |
- #002 · 401(k) · 20251,421
- #004 · 401(k) · 2025996
- #001 · 401(k) · 202428
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | OCEANFIRST BANK GROUP BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $992K | 1,042 | 2025 |
| #504 | OCEANFIRST BANK SEVERANCE PLAN | Self-funded | - | $0 | 0 | 2025 |
- #502 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 20251,042
- #504 · Self-funded · 20250
Retirement plans
Health & Benefits plans