401(k) · DOL Form 5500 · 2023

Careplus Bergen Inc. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
1,868
Participants Near avg headcount
88th
Percentile by assets National rank
$36,227
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Plan of Careplus Bergen for Union Employees · Sponsored by Careplus Bergen Inc. · New Jersey · Healthcare & Social Assistance

$68M in assets, 1,868 participants

Careplus Bergen Inc.'s 401(k) Plan of Careplus Bergen for Union Employees reported $68M in total assets and 1,868 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,923 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

401(k) Plan of Careplus Bergen for Union Employees covers 1,868 participants in New Jersey, 2.2x the typical New Jersey plan (state average ~844 per filing). Assets: $68M.

#15,923
in Healthcare & Social Assistance (17,684 peers)
+16.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

401(k) Plan of Careplus Bergen for Union Employees's outsized position by total assets

401(k) Plan of Careplus Bergen for Union Employees vs every filed plan by assets

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

$67,671,317 Top 12% higher than 88% 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

401(k) Plan of Careplus Bergen for Union Employees's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Plan of Careplus Bergen for Union Employees lands in the large band (1,868 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Plan of Careplus Bergen for Union Employees reported net income rose from -$9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • 401(k) Plan of Careplus Bergen for Union Employees end-of-year assets rose from $58M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • 401(k) Plan of Careplus Bergen for Union Employees reported participants fell from 1,958 in the plan year 2022 filing to 1,868 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 822081292 · Careplus Bergen Inc. PY 2023 · 401(k)

401(k) Plan of Careplus Bergen for Union Employees · $68M · 1,868 · 88th

  • NET $68M
  • BOOK 1,868
  • VS-ST 88th
  • BOY 401(k)
  • SCH near Jht 401(k) Plan
  • EBSA ind #15923

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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →

401(k) Plan of Careplus Bergen for Union Employees in the asset neighbourhood

I.B.E.W. Local Union No. 479 Annuity / 401(k) PlanI.B.E.W. Local Union No. 479…$68M401(k) Plan of Careplus Bergen for Union Employees401(k) Plan of Careplus Berg…$68MJht 401(k) Plan$68MDigicert 401(k) Retirement PlanDigicert 401(k) Retirement P…$68MEneric Petroleum Corp. 401(k) Retirement PlanEneric Petroleum Corp. 401(k…$68M
End-of-year total assets ($M) among 401(k) Plan of Careplus Bergen for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$68M
Net Income$9M
Employer EIN822081292
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Careplus Bergen Inc.)

Sponsor-wide plan assets over time

All Careplus Bergen Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$114M 34.09961496205221% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $85.3M $114M ▲ +34.1%
Year Plans Participants Total Assets
2022 2 2,212 $85M
2023 2 2,464 $100M
2024 2 2,383 $114M

Nearby 401(k) Plans in New Jersey

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

401(k) Plan of Careplus Bergen for Union Employees vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants 401(k) Plan of Careplus Bergen for Union Employees, Total assets ($B): 0.067671317 · Participants: 1868401(k) Plan of Careplus Bergen for Union EmployeesJPMorgan 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
401(k) Plan of Careplus Bergen for Union Employees vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare 401(k) Plan of Careplus Bergen for Union Employees side-by-side with 3 peers →

401(k) Plan of Careplus Bergen for Union Employees's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Jht 401(k) Plan in WI ($68M); by covered participants it is Talen Energy Retirement Savings Plan in TX (1,868 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,868 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 401(k) Plan of Careplus Bergen for Union Employees assets move in 2023? ▼
401(k) Plan of Careplus Bergen for Union Employees grew sharply - up 16.0% during 2023, from $58M to $68M. Reported net income was $9M.
How have Careplus Bergen Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Careplus Bergen Inc.'s sponsor-wide assets grew 34.1%, from $85M to $114M.
Where does 401(k) Plan of Careplus Bergen for Union Employees rank by assets among Form 5500 filers? ▼
401(k) Plan of Careplus Bergen for Union Employees ranks in the 88th 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 401(k) Plan of Careplus Bergen for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Jht 401(k) Plan in WI ($68M, 973 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Plan of Careplus Bergen for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Talen Energy Retirement Savings Plan in TX (1,868 participants, $533M 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 822081292.

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.