401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$35M
Total assets Below avg plan size
395
Participants Below avg headcount
81st
Percentile by assets National rank
$88,162
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

$35M in assets, 395 participants

Berger Transfer & Storage, Inc.'s Berger Transfer & Storage, Inc. 401(k) Plan and Trust reported $35M in total assets and 395 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,686 in Transportation & Warehousing (3,362 peers)

Coverage in Minnesota

Berger Transfer & Storage, Inc. 401(k) Plan and Trust covers 395 participants in Minnesota, about 35% of the average Minnesota filer (state average ~1,126 per filing). Assets: $35M.

#2,686
in Transportation & Warehousing (3,362 peers)
+13.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$34,823,966 Top 19% higher than 81% 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

Berger Transfer & Storage, Inc. 401(k) Plan and Trust 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. Berger Transfer & Storage, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (395 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berger Transfer & Storage, Inc. 401(k) Plan and Trust reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Berger Transfer & Storage, Inc. 401(k) Plan and Trust end-of-year assets rose from $31M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Berger Transfer & Storage, Inc. 401(k) Plan and Trust reported participants rose from 375 in the plan year 2022 filing to 395 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 410677589 · Berger Transfer & Storage, Inc. PY 2023 · 401(k)

Berger Transfer & Storage, Inc. 401(k) Plan and Trust · $35M · 395 · 81st

  • ASSETS $35M
  • ASSETS 395
  • ASSETS 81st
  • ASSETS 401(k)
  • ASSETS near M&s Radiology Associates 401(k) Trust
  • ASSETS ind #2686

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

M&s Radiology Associates 401(k) TrustM&s Radiology Associates 401…$35MPavir Retirement Plan$35MBerger Transfer & Storage, Inc. 401(k) Plan and TrustBerger Transfer & Storage, I…$35MRfi Enterprises Savings and Retirement PlanRfi Enterprises Savings and …$35MThe Company Profit Sharing Plan of English Construction Co.The Company Profit Sharing P…$35M
End-of-year total assets ($M) among Berger Transfer & Storage, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$4M
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 -50510152025 Total assets ($B) Participants Berger Transfer & Storage, Inc. 401(k) Plan and Trust, Total assets ($B): 0.034823966 · Participants: 395Berger Transfer & Storage, Inc. 401(k) Plan and TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.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 M&s Radiology Associates 401(k) Trust in TX ($35M); by covered participants it is Employ, Inc. 401(k) Plan in IN (395 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (395 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 Berger Transfer & Storage, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Berger Transfer & Storage, Inc. 401(k) Plan and Trust grew at a solid clip - up 13.0% during 2023, from $31M to $35M. Reported net income was $4M.
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 81st 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 Berger Transfer & Storage, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is M&s Radiology Associates 401(k) Trust in TX ($35M, 45 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 Employ, Inc. 401(k) Plan in IN (395 participants, $30M 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 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.