401(k) · DOL Form 5500 · 2022

Berger Transfer & Storage, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
375
Participants Below avg headcount
83rd
Percentile by assets National rank
$82,171
Avg per participant Below avg balance/head
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Official DOL plan name: Berger Transfer & Storage, Inc. 401(k) Plan and Trust · Sponsored by Berger Transfer & Storage, Inc. · Minnesota · Transportation & Warehousing

$31M in assets, 375 participants

Berger Transfer & Storage, Inc.'s Berger Transfer & Storage, Inc. 401(k) Plan and Trust reported $31M in total assets and 375 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #3,206 in Transportation & Warehousing (3,876 peers)

Coverage in Minnesota

Berger Transfer & Storage, Inc. 401(k) Plan and Trust covers 375 participants in Minnesota, about 33% of the average Minnesota filer (state average ~1,126 per filing). Assets: $31M.

#3,206
in Transportation & Warehousing (3,876 peers)
-17.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berger Transfer & Storage, Inc. 401(k) Plan and Trust's outsized position by total assets

Berger Transfer & Storage, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$30,814,076 Top 17% higher than 83% 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

Berger Transfer & Storage, Inc. 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berger Transfer & Storage, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (375 participants).

EBSA filing schedule strip

Filing strip 410677589 · Berger Transfer & Storage, Inc. PY 2022 · 401(k)

Berger Transfer & Storage, Inc. 401(k) Plan and Trust · $31M · 375 · 83rd

  • PCT $31M
  • PCT 375
  • PCT 83rd
  • PCT 401(k)
  • PCT near First Co Bancorp, Inc. 401(k) Plan
  • PCT ind #3206

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 Minnesota →

Berger Transfer & Storage, Inc. 401(k) Plan and Trust in the asset neighbourhood

Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & TrustRetail Investors of Texas, L…$31MContinental Real Estate Companies Retirement PlanContinental Real Estate Comp…$31MBerger Transfer & Storage, Inc. 401(k) Plan and TrustBerger Transfer & Storage, I…$31MFirst Co Bancorp, Inc. 401(k) PlanFirst Co Bancorp, Inc. 401(k…$31MBossard U.S. Holdings, Inc. 401(k) PlanBossard U.S. Holdings, Inc. …$31M
End-of-year total assets ($M) among Berger Transfer & Storage, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$31M
Net Income-$7M
Employer EIN410677589
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berger Transfer & Storage, Inc.)

Sponsor-wide plan assets over time

All Berger Transfer & Storage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 14.126076667040088% vs 2022
2024 filing year
$30M$32M$34M$36M 202220232024 $30.8M $35.2M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 375 $31M
2023 1 395 $35M
2024 1 349 $35M

Nearby 401(k) Plans in Minnesota

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

Berger Transfer & Storage, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Berger Transfer & Storage, Inc. 401(k) Plan and Trust, Total assets ($B): 0.030814076 · Participants: 375Berger Transfer & Storage, Inc. 401(k) Plan and TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Berger Transfer & Storage, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Berger Transfer & Storage, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Berger Transfer & Storage, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is First Co Bancorp, Inc. 401(k) Plan in IL ($31M); by covered participants it is Strand Development Company LLC 401(k) Plan in SC (375 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (375 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 Berger Transfer & Storage, Inc. 401(k) Plan and Trust assets move in 2022? ▼
Berger Transfer & Storage, Inc. 401(k) Plan and Trust declined sharply - down 17.7% during 2022, from $37M to $31M. Reported net income was -$7M.
How have Berger Transfer & Storage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berger Transfer & Storage, Inc.'s sponsor-wide assets grew 14.1%, from $31M to $35M.
Where does Berger Transfer & Storage, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Berger Transfer & Storage, Inc. 401(k) Plan and Trust ranks in the 83rd 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 Berger Transfer & Storage, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is First Co Bancorp, Inc. 401(k) Plan in IL ($31M, 336 participants).
Which 401(k) plans cover a similar participant headcount to Berger Transfer & Storage, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Strand Development Company LLC 401(k) Plan in SC (375 participants, $3M 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 410677589.

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.