401(k) · DOL Form 5500 · 2023

Bergen Shippers Corp. Dba Bergen Logistics 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
887
Participants Near avg headcount
37th
Percentile by assets National rank
$3,627
Avg per participant Low balance/head
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Official DOL plan name: Bergen Logistics 401(k) Profit Sharing Plan · Sponsored by Bergen Shippers Corp. Dba Bergen Logistics · New Jersey · Transportation & Warehousing

$3M in assets, 887 participants

Bergen Shippers Corp. Dba Bergen Logistics's Bergen Logistics 401(k) Profit Sharing Plan reported $3M in total assets and 887 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,220 in Transportation & Warehousing (3,362 peers)

Bergen Shippers Corp. Dba Bergen Logistics multi-year trail

Bergen Shippers Corp. Dba Bergen Logistics's plans moved +215.3% in assets from 2022 to 2024; this filing shows Bergen Logistics 401(k) Profit Sharing Plan at $3M / 887 participants.

#1,220
in Transportation & Warehousing (3,362 peers)
+176.2%
assets growth YoY

Bergen Logistics 401(k) Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Bergen Logistics 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,217,338 37th percentile higher than 37% 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

Bergen Logistics 401(k) Profit Sharing 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. Bergen Logistics 401(k) Profit Sharing Plan sits mid-pack in the medium band (887 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bergen Logistics 401(k) Profit Sharing Plan reported net income rose from -$125K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bergen Logistics 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bergen Logistics 401(k) Profit Sharing Plan reported participants rose from 545 in the plan year 2022 filing to 887 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 800556716 · Bergen Shippers Corp. Dba Bergen Logistics PY 2023 · 401(k)

Bergen Logistics 401(k) Profit Sharing Plan · $3M · 887 · 37th

  • IND $3M
  • EOY 887
  • 5500 37th
  • ASSETS 401(k)
  • PCT near Digital Fleet, LLC 401(k) Plan
  • EIN ind #1220

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 Jersey →

Bergen Logistics 401(k) Profit Sharing Plan in the asset neighbourhood

Bergen Logistics 401(k) Profit Sharing PlanBergen Logistics 401(k) Prof…$3MDigital Fleet, LLC 401(k) PlanDigital Fleet, LLC 401(k) Pl…$3MLords and Ladys Enterprises in 401(k) Profit Sharing Plan & TrustLords and Ladys Enterprises …$3MRaymond N. Fernandez, M.D., P.C. 401(k) PlanRaymond N. Fernandez, M.D., …$3MVelvet Ice Cream Company, Inc. Retirement Savings PlanVelvet Ice Cream Company, In…$3M
End-of-year total assets ($M) among Bergen Logistics 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bergen Shippers Corp. Dba Bergen Logistics multi-year asset trail

Sponsor-wide plan assets over time

All Bergen Shippers Corp. Dba Bergen Logistics plans reported in each filing year

Latest sponsor-wide plan assets
$4M 215.28589540330424% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $1.16M $3.67M ▲ +216.4%
Year Plans Participants Total Assets
2022 1 545 $1M
2023 1 887 $3M
2024 1 920 $4M

Bergen Shippers Corp. Dba Bergen Logistics filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN800556716
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Bergen Logistics 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Bergen Logistics 401(k) Profit Sharing Plan, Total assets ($B): 0.003217338 · Participants: 887Bergen Logistics 401(k) Profit Sharing 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
Bergen Logistics 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Bergen Logistics 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bergen Logistics 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Digital Fleet, LLC 401(k) Plan in IL ($3M); by covered participants it is Bosselman Employee Retirement Plan in NE (887 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (887 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 Bergen Logistics 401(k) Profit Sharing Plan assets move in 2023? ▼
Bergen Logistics 401(k) Profit Sharing Plan surged - up 176.2% during 2023, from $1M to $3M. Reported net income was $1M.
How have Bergen Shippers Corp. Dba Bergen Logistics plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergen Shippers Corp. Dba Bergen Logistics's sponsor-wide assets grew 215.3%, from $1M to $4M.
Which 401(k) plans are similar in size to Bergen Logistics 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Digital Fleet, LLC 401(k) Plan in IL ($3M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Bergen Logistics 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bosselman Employee Retirement Plan in NE (887 participants, $13M 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 800556716.

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.