401(k) · DOL Form 5500 · 2022

Berje, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
158
Participants Small participant base
79th
Percentile by assets National rank
$144,275
Avg per participant Near avg balance/head
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Official DOL plan name: Berje, Inc. Retirement Plan · Sponsored by Berje, Inc. · New Jersey · Wholesale Trade

$23M in assets, 158 participants

Berje, Inc.'s Berje, Inc. Retirement Plan reported $23M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,323 in Wholesale Trade (6,843 peers)

Coverage in New Jersey

Berje, Inc. Retirement Plan covers 158 participants in New Jersey, about 19% of the average New Jersey filer (state average ~844 per filing). Assets: $23M.

#5,323
in Wholesale Trade (6,843 peers)
-13.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berje, Inc. Retirement Plan's outsized position by total assets

Berje, Inc. Retirement Plan vs every filed plan by assets

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

$22,795,379 Top 21% higher than 79% 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

Berje, Inc. Retirement Plan 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. Berje, Inc. Retirement Plan sits mid-pack in the medium band (158 participants).

DOL schedule card

Filing strip 135556034 · Berje, Inc. PY 2022 · 401(k)

Berje, Inc. Retirement Plan · $23M · 158 · 79th

  • RANK $23M
  • PHOTO 158
  • IND 79th
  • EOY 401(k)
  • 5500 near Bai, Inc. 401(k) Retirement Plan
  • ASSETS ind #5323

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Berje, Inc. Retirement Plan in the asset neighbourhood

Berje, Inc. Retirement Plan$23MBai, Inc. 401(k) Retirement PlanBai, Inc. 401(k) Retirement …$23ME.K. Mcconkey & Co. Salary Deferral PlanE.K. Mcconkey & Co. Salary D…$23MSwagvault 401(k)$23MUbg 401(k) - Farmers CooperativeUbg 401(k) - Farmers Coopera…$23M
End-of-year total assets ($M) among Berje, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$23M
Net Income-$4M
Employer EIN135556034
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berje, Inc.)

Sponsor-wide plan assets over time

All Berje, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 28.206273736444565% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.8M $29.2M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 158 $23M
2023 1 155 $25M
2024 1 149 $29M

Nearby 401(k) Plans in New Jersey

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

Berje, Inc. Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Berje, Inc. Retirement Plan, Total assets ($B): 0.022795379 · Participants: 158Berje, Inc. Retirement PlanJPMorgan 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
Berje, Inc. Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Berje, Inc. Retirement Plan side-by-side with 3 peers →

Berje, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Bai, Inc. 401(k) Retirement Plan in VA ($23M); by covered participants it is The Bill Gatton Family of Dealerships Profit in TN (158 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Berje, Inc. Retirement Plan assets move in 2022? ▼
Berje, Inc. Retirement Plan pulled back noticeably - down 13.9% during 2022, from $26M to $23M. Reported net income was -$4M.
How have Berje, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berje, Inc.'s sponsor-wide assets grew 28.2%, from $23M to $29M.
Where does Berje, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Berje, Inc. Retirement Plan ranks in the 79th 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 Berje, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bai, Inc. 401(k) Retirement Plan in VA ($23M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Berje, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bill Gatton Family of Dealerships Profit in TN (158 participants, N/A 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 135556034.

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.