401(k) · DOL Form 5500 · 2023

Bergen Wellness Group Incorporated 401(k) Plan

Data updated 2026-08-25

$657K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$328,341
Avg per participant High balance/head
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Official DOL plan name: Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan · Sponsored by Bergen Wellness Group Incorporated · New Jersey · Other Services

$657K in assets, 2 participants

Bergen Wellness Group Incorporated's Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan reported $657K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,349 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan ranks #3,349 of 7,857 2023 filers by assets (3056% of the sector average)-$657K for 2 participants.

#3,349
in Other Services (7,857 peers)
$657K
reported net income

Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan among the smaller filed plans by assets

Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan vs every filed plan by assets

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

$656,681 20th percentile higher than 20% 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

Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 933071586 · Bergen Wellness Group Incorporated PY 2023 · 401(k)

Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan · $657K · 2 · 20th

  • EIN $657K
  • EIN 2
  • EIN 20th
  • EIN 401(k)
  • EIN near Nca, Inc. 401(k) Profit Sharing Plan
  • EIN ind #3349

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 Other Services retirement plans → · Plans in New Jersey →

Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan in the asset neighbourhood

Bergen Wellness Group Incorporated 401(k) Profit Sharing PlanBergen Wellness Group Incorp…$657KNca, Inc. 401(k) Profit Sharing PlanNca, Inc. 401(k) Profit Shar…$657KThe Anderson Group 401(k) PlanThe Anderson Group 401(k) Pl…$657KPikes Peak Smashing, Inc. 401(k) Profit Sharing PlanPikes Peak Smashing, Inc. 40…$657KWilamar Outfitters Inc 401(k) PlanWilamar Outfitters Inc 401(k…$657K
End-of-year total assets ($M) among Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$657K
Net Income$657K
Employer EIN933071586
Plan Effective Date2023-08-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Bergen Wellness Group Incorporated)

Sponsor-wide plan assets over time

All Bergen Wellness Group Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$744K 13.3078313519045% vs 2023
2024 filing year
$0.65M$0.7M$0.75M 20232024 $0.66M $0.74M ▲ +12.1%
Year Plans Participants Total Assets
2023 1 2 $657K
2024 1 2 $744K

Nearby 401(k) Plans in New Jersey

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

Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan, Total assets ($B): 0.000656681 · Participants: 2Bergen Wellness Group Incorporated 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Nca, Inc. 401(k) Profit Sharing Plan in AL ($657K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($657K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 have Bergen Wellness Group Incorporated plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Bergen Wellness Group Incorporated's sponsor-wide assets grew 13.3%, from $657K to $744K.
Where does Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nca, Inc. 401(k) Profit Sharing Plan in AL ($657K, 14 participants).
Which 401(k) plans cover a similar participant headcount to Bergen Wellness Group Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 933071586.

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.