401(k) · DOL Form 5500 · 2022

Careplus Bergen Inc. 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
1,958
Participants Near avg headcount
89th
Percentile by assets National rank
$29,788
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Plan of Careplus Bergen for Union Employees · Sponsored by Careplus Bergen Inc. · New Jersey · Healthcare & Social Assistance

$58M in assets, 1,958 participants

Careplus Bergen Inc.'s 401(k) Plan of Careplus Bergen for Union Employees reported $58M in total assets and 1,958 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,217 in Healthcare & Social Assistance (20,060 peers)

Coverage in New Jersey

401(k) Plan of Careplus Bergen for Union Employees covers 1,958 participants in New Jersey, 2.3x the typical New Jersey plan (state average ~844 per filing). Assets: $58M.

#18,217
in Healthcare & Social Assistance (20,060 peers)
-13.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

401(k) Plan of Careplus Bergen for Union Employees's outsized position by total assets

401(k) Plan of Careplus Bergen for Union Employees vs every filed plan by assets

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

$58,325,100 Top 11% higher than 89% 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

401(k) Plan of Careplus Bergen for Union Employees's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Plan of Careplus Bergen for Union Employees lands in the large band (1,958 participants).

EBSA filing schedule strip

Filing strip 822081292 · Careplus Bergen Inc. PY 2022 · 401(k)

401(k) Plan of Careplus Bergen for Union Employees · $58M · 1,958 · 89th

  • VS-ST $58M
  • VS-ST 1,958
  • VS-ST 89th
  • VS-ST 401(k)
  • VS-ST near Matrix Medical Network 401(k) Plan
  • VS-ST ind #18217

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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →

401(k) Plan of Careplus Bergen for Union Employees in the asset neighbourhood

401(k) Plan of Careplus Bergen for Union Employees401(k) Plan of Careplus Berg…$58MMatrix Medical Network 401(k) PlanMatrix Medical Network 401(k…$58MEmpire Merchants, LLC 401(k) PlanEmpire Merchants, LLC 401(k)…$58MEmployee Stock Ownership Plan of Golden Knight Holdings, Inc.Employee Stock Ownership Pla…$58MTechnimark Retirement Savings PlanTechnimark Retirement Saving…$58M
End-of-year total assets ($M) among 401(k) Plan of Careplus Bergen for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$58M
Net Income-$9M
Employer EIN822081292
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Careplus Bergen Inc.)

Sponsor-wide plan assets over time

All Careplus Bergen Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$114M 34.09961496205221% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $85.3M $114M ▲ +34.1%
Year Plans Participants Total Assets
2022 2 2,212 $85M
2023 2 2,464 $100M
2024 2 2,383 $114M

Nearby 401(k) Plans in New Jersey

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

401(k) Plan of Careplus Bergen for Union Employees vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants 401(k) Plan of Careplus Bergen for Union Employees, Total assets ($B): 0.0583251 · Participants: 1958401(k) Plan of Careplus Bergen for Union EmployeesJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
401(k) Plan of Careplus Bergen for Union Employees vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare 401(k) Plan of Careplus Bergen for Union Employees side-by-side with 3 peers →

401(k) Plan of Careplus Bergen for Union Employees's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Matrix Medical Network 401(k) Plan in AZ ($58M); by covered participants it is Vystar Credit Union 401(k) Plan in FL (1,958 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($58M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,958 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 401(k) Plan of Careplus Bergen for Union Employees assets move in 2022? ▼
401(k) Plan of Careplus Bergen for Union Employees pulled back noticeably - down 13.7% during 2022, from $68M to $58M. Reported net income was -$9M.
How have Careplus Bergen Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Careplus Bergen Inc.'s sponsor-wide assets grew 34.1%, from $85M to $114M.
Where does 401(k) Plan of Careplus Bergen for Union Employees rank by assets among Form 5500 filers? ▼
401(k) Plan of Careplus Bergen for Union Employees ranks in the 89th 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 401(k) Plan of Careplus Bergen for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Matrix Medical Network 401(k) Plan in AZ ($58M, 1,502 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Plan of Careplus Bergen for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Vystar Credit Union 401(k) Plan in FL (1,958 participants, $117M 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 822081292.

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.