401(k) · DOL Form 5500 · 2023

National Cargo Bureau, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
101
Participants Small participant base
80th
Percentile by assets National rank
$323,053
Avg per participant High balance/head
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Official DOL plan name: Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. · Sponsored by National Cargo Bureau, Inc. · New York · Transportation & Warehousing

$33M in assets, 101 participants

National Cargo Bureau, Inc.'s Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. reported $33M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,653 in Transportation & Warehousing (3,362 peers)

Coverage in New York

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. covers 101 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $33M.

#2,653
in Transportation & Warehousing (3,362 peers)
+14.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc.'s outsized position by total assets

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. vs every filed plan by assets

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

$32,628,343 Top 20% higher than 80% 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

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. reported participants rose from 100 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 135615188 · National Cargo Bureau, Inc. PY 2023 · 401(k)

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. · $33M · 101 · 80th

  • SCH $33M
  • EBSA 101
  • PART 80th
  • TYPE 401(k)
  • NET near Apg Electric, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #2653

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 New York →

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. in the asset neighbourhood

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc.Incentive Savings and Invest…$33MApg Electric, Inc. 401(k) Profit Sharing PlanApg Electric, Inc. 401(k) Pr…$33MGentle Giant Employment Company, LLC 401(k) Profit Sharing PlanGentle Giant Employment Comp…$33MFlexible 401(k) Pooled Employer PlanFlexible 401(k) Pooled Emplo…$33MNts Development Company Retirement Savings PlNts Development Company Reti…$33M
End-of-year total assets ($M) among Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN135615188
Plan Effective Date1978-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Cargo Bureau, Inc.)

Sponsor-wide plan assets over time

All National Cargo Bureau, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$154M 13.708690581129982% vs 2022
2024 filing year
$130M$140M$150M$160M 202220232024 $135M $154M ▲ +13.7%
Year Plans Participants Total Assets
2022 2 187 $135M
2023 2 188 $144M
2024 2 195 $154M

Nearby 401(k) Plans in New York

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

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc., Total assets ($B): 0.032628343 · Participants: 101Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc.IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. vs. nearby 401(k) plans in New York, assets vs. participants
Compare Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. side-by-side with 3 peers →

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Apg Electric, Inc. 401(k) Profit Sharing Plan in FL ($33M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. assets move in 2023? ▼
Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. grew at a solid clip - up 14.6% during 2023, from $28M to $33M. Reported net income was $4M.
How have National Cargo Bureau, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Cargo Bureau, Inc.'s sponsor-wide assets grew 13.7%, from $135M to $154M.
Where does Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. rank by assets among Form 5500 filers? ▼
Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc. ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Apg Electric, Inc. 401(k) Profit Sharing Plan in FL ($33M, 342 participants).
Which 401(k) plans cover a similar participant headcount to Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 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 135615188.

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.