401(k) · DOL Form 5500 · 2023

Berje, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
155
Participants Small participant base
76th
Percentile by assets National rank
$161,439
Avg per participant Above avg balance/head
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Official DOL plan name: Berje, Inc. Retirement Plan · Sponsored by Berje, Inc. · New Jersey · Wholesale Trade

$25M in assets, 155 participants

Berje, Inc.'s Berje, Inc. Retirement Plan reported $25M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,729 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

Berje, Inc. Retirement Plan covers 155 participants in New Jersey, about 18% of the average New Jersey filer (state average ~844 per filing). Assets: $25M.

#4,729
in Wholesale Trade (6,309 peers)
+9.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Berje, Inc. Retirement Plan's outsized position by total assets

Berje, Inc. Retirement Plan vs every filed plan by assets

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

$25,023,107 Top 24% higher than 76% 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

Berje, Inc. Retirement 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. Berje, Inc. Retirement Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berje, Inc. Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Berje, Inc. Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Berje, Inc. Retirement Plan reported participants fell from 158 in the plan year 2022 filing to 155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 135556034 · Berje, Inc. PY 2023 · 401(k)

Berje, Inc. Retirement Plan · $25M · 155 · 76th

  • RANK $25M
  • RANK 155
  • RANK 76th
  • RANK 401(k)
  • RANK near Ipc International, Inc. Retirement Plan
  • RANK ind #4729

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Berje, Inc. Retirement Plan in the asset neighbourhood

Berje, Inc. Retirement Plan$25MIpc International, Inc. Retirement PlanIpc International, Inc. Reti…$25MAcciona Energy North America 401(k) PlanAcciona Energy North America…$25MAms Mechanical Holdings, Inc. 401(k) Profit Sharing PlanAms Mechanical Holdings, Inc…$25MEneos USA Employees 401(k) PlanEneos USA Employees 401(k) P…$25M
End-of-year total assets ($M) among Berje, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN135556034
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berje, Inc.)

Sponsor-wide plan assets over time

All Berje, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 28.206273736444565% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.8M $29.2M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 158 $23M
2023 1 155 $25M
2024 1 149 $29M

Nearby 401(k) Plans in New Jersey

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

Berje, Inc. Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Berje, Inc. Retirement Plan, Total assets ($B): 0.025023107 · Participants: 155Berje, Inc. Retirement 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
Berje, Inc. Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Berje, Inc. Retirement Plan side-by-side with 3 peers →

Berje, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Ipc International, Inc. Retirement Plan in IL ($25M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Berje, Inc. Retirement Plan assets move in 2023? ▼
Berje, Inc. Retirement Plan grew at a solid clip - up 9.8% during 2023, from $23M to $25M. Reported net income was $2M.
How have Berje, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berje, Inc.'s sponsor-wide assets grew 28.2%, from $23M to $29M.
Where does Berje, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Berje, Inc. Retirement Plan ranks in the 76th 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 Berje, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ipc International, Inc. Retirement Plan in IL ($25M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Berje, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fraser Business Equipment Salary Deferral Plan in PA (155 participants, $14M 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 135556034.

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.