401(k) · DOL Form 5500 · 2023

Bg Logistics, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
11
Participants Small participant base
34th
Percentile by assets National rank
$249,565
Avg per participant Above avg balance/head
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Official DOL plan name: Bg Logistics, Inc. 401(k) Plan · Sponsored by Bg Logistics, Inc. · Florida · Transportation & Warehousing

$3M in assets, 11 participants

Bg Logistics, Inc.'s Bg Logistics, Inc. 401(k) Plan reported $3M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,137 in Transportation & Warehousing (3,362 peers)

What the 2023 filing shows

Bg Logistics, Inc. 401(k) Plan holds $3M for 11 participants - about $249,565 per participant, in the lower half of filed plans by assets.

#1,137
in Transportation & Warehousing (3,362 peers)
-3.3%
assets change YoY

The plan reported a net loss of $93K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bg Logistics, Inc. 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Bg Logistics, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,745,213 34th percentile higher than 34% of 127,068 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 2023

Bg Logistics, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bg Logistics, Inc. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bg Logistics, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2022 filing to -$93K in the plan year 2023 filing.
  • Bg Logistics, Inc. 401(k) Plan reported participants fell from 24 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Bg Logistics, Inc. 401(k) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 301111833 · Bg Logistics, Inc. PY 2023 · 401(k)

Bg Logistics, Inc. 401(k) Plan · $3M · 11 · 34th

  • RANK $3M
  • PHOTO 11
  • IND 34th
  • EOY 401(k)
  • 5500 near Brain & Spine Center, PC Profit Sharing Plan
  • ASSETS ind #1137

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 Florida →

Bg Logistics, Inc. 401(k) Plan in the asset neighbourhood

Bg Logistics, Inc. 401(k) PlanBg Logistics, Inc. 401(k) Pl…$3MBrain & Spine Center, PC Profit Sharing PlanBrain & Spine Center, PC Pro…$3MThe Saylor Law Firm Profit Sharing Plan and TrustThe Saylor Law Firm Profit S…$3MSt. Meyer & Hubbard 401(k) PlanSt. Meyer & Hubbard 401(k) P…$3MAction Verb LLC 401(k) Plan$3M
End-of-year total assets ($M) among Bg Logistics, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$93K
Employer EIN301111833
Plan Effective Date2018-07-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Bg Logistics, Inc.)

Sponsor-wide plan assets over time

All Bg Logistics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.8267612793496655% vs 2022
2024 filing year
$2.6M$2.7M$2.8M$2.9M 202220232024 $2.84M $2.67M ▼ -6.0%
Year Plans Participants Total Assets
2022 1 24 $3M
2023 1 11 $3M
2024 1 7 $3M

Nearby 401(k) Plans in Florida

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

Bg Logistics, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bg Logistics, Inc. 401(k) Plan, Total assets ($B): 0.002745213 · Participants: 11Bg Logistics, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Bg Logistics, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bg Logistics, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Brain & Spine Center, PC Profit Sharing Plan in AL ($3M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bg Logistics, Inc. 401(k) Plan assets move in 2023? ▼
Bg Logistics, Inc. 401(k) Plan edged down modestly - down 3.3% during 2023, from $3M to $3M. Reported net income was -$93K.
How have Bg Logistics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bg Logistics, Inc.'s sponsor-wide assets declined 5.8%, from $3M to $3M.
Which 401(k) plans are similar in size to Bg Logistics, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brain & Spine Center, PC Profit Sharing Plan in AL ($3M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Bg Logistics, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 301111833.

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.