401(k) · DOL Form 5500 · 2022

National Cargo Bureau, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
100
Participants Small participant base
82nd
Percentile by assets National rank
$284,696
Avg per participant High balance/head
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Official DOL plan name: Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. · Sponsored by National Cargo Bureau, Inc. · New York · Transportation & Warehousing

$28M in assets, 100 participants

National Cargo Bureau, Inc.'s Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. reported $28M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #3,170 in Transportation & Warehousing (3,876 peers)

Coverage in New York

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. covers 100 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $28M.

#3,170
in Transportation & Warehousing (3,876 peers)
-14.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc.'s outsized position by total assets

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$28,469,618 Top 18% higher than 82% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. is a small filing (100 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 135615188 · National Cargo Bureau, Inc. PY 2022 · 401(k)

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. · $28M · 100 · 82nd

  • PHOTO $28M
  • IND 100
  • EOY 82nd
  • 5500 401(k)
  • ASSETS near Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust
  • PCT ind #3170

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 Transportation & Warehousing retirement plans → · Plans in New York →

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. in the asset neighbourhood

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc.Incentive Savings and Invest…$28MForms & Surfaces Inc. 401(k) Profit Sharing Plan and TrustForms & Surfaces Inc. 401(k)…$28MOb-Gyn Associates, P.C. Profit Sharing PlanOb-Gyn Associates, P.C. Prof…$28MSante Health System Retirement PlanSante Health System Retireme…$28MMortgage Investors Group 401(k) Retirement PlanMortgage Investors Group 401…$28M
End-of-year total assets ($M) among Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$28M
Net Income-$5M
Employer EIN135615188
Plan Effective Date1978-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Cargo Bureau, Inc.)

Sponsor-wide plan assets over time

All National Cargo Bureau, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$154M 13.708690581129982% vs 2022
2024 filing year
$130M$140M$150M$160M 202220232024 $135M $154M ▲ +13.7%
Year Plans Participants Total Assets
2022 2 187 $135M
2023 2 188 $144M
2024 2 195 $154M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc., Total assets ($B): 0.028469618 · Participants: 100Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc.IBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. vs. nearby 401(k) plans in New York, assets vs. participants
Compare Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. side-by-side with 3 peers →

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust in PA ($28M); by covered participants it is The Contractors Retirement Plan in AZ (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. assets move in 2022? ▼
Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. pulled back noticeably - down 14.6% during 2022, from $33M to $28M. Reported net income was -$5M.
How have National Cargo Bureau, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Cargo Bureau, Inc.'s sponsor-wide assets grew 13.7%, from $135M to $154M.
Where does Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. rank by assets among Form 5500 filers? ▼
Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust in PA ($28M, 478 participants).
Which 401(k) plans cover a similar participant headcount to Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is The Contractors Retirement Plan in AZ (100 participants, $223K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 135615188.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.