401(k) · DOL Form 5500 · 2023
Kargo Global LLC 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 281
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $79,244
- Avg per participant Below avg balance/head
Official DOL plan name: Kargo Global LLC Retirement Savings Plan · Sponsored by Kargo Global LLC · New York · Information & Media
$22M in assets, 281 participants
Kargo Global LLC's Kargo Global LLC Retirement Savings Plan reported $22M in total assets and 281 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #1,838 in Information & Media (2,818 peers)
Coverage in New York
Kargo Global LLC Retirement Savings Plan covers 281 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $22M.
- #1,838
- in Information & Media (2,818 peers)
- +42.2%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Kargo Global LLC Retirement Savings Plan's outsized position by total assets
Kargo Global LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,267,465 Top 25% higher than 75% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kargo Global LLC Retirement Savings Plan 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. Kargo Global LLC Retirement Savings Plan sits mid-pack in the medium band (281 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kargo Global LLC Retirement Savings Plan reported net income rose from -$376K in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Kargo Global LLC Retirement Savings Plan reported participants rose from 189 in the plan year 2022 filing to 281 in the plan year 2023 filing.
- Kargo Global LLC Retirement Savings Plan end-of-year assets rose from $16M in the plan year 2022 filing to $22M in the plan year 2023 filing.
DOL schedule card
Filing strip 542091498 · Kargo Global LLC PY 2023 · 401(k)
Kargo Global LLC Retirement Savings Plan · $22M · 281 · 75th
- ASSETS $22M
- ASSETS 281
- ASSETS 75th
- ASSETS 401(k)
- ASSETS near Analytic Partners, Inc. 401(k) Plan
- ASSETS ind #1838
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 Information & Media retirement plans → · Plans in New York →
Kargo Global LLC Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $6M |
| Employer EIN | 542091498 |
| Plan Effective Date | 2005-10-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kargo Global LLC)
Sponsor-wide plan assets over time
All Kargo Global LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 87.50993419608946% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 189 | $16M |
| 2023 | 1 | 281 | $22M |
| 2024 | 1 | 357 | $29M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Kargo Global LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Analytic Partners, Inc. 401(k) Plan in FL ($22M); by covered participants it is Toyota & Honda of Santa Maria 401(k) Plan & Trust in CA (281 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Analytic Partners, Inc. 401(k) Plan (FL) $22M · 241
- Mba Csi 401(k) Plan (VA) $22M · 337
- US Wittenstein Group Employees' Retirement and Savings Plan & Trust (IL) $22M · 105
- Vital Enterprises LLC 401(k) Retirement Plan (OR) $22M · 454
Similar participant headcount
Nearest other-state filings by covered participants (281 participants); asset peers above are excluded.
- Toyota & Honda of Santa Maria 401(k) Plan & Trust (CA) 281 · 0 off
- Ctna 401(k) Plan (SC) 281 · 0 off
- Diagnostica Stago, Inc. 401(k) Plan (NJ) 281 · 0 off
- Denron Plumbing & Hvac 401(k) Plan (NH) 281 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.