401(k) · DOL Form 5500 · 2023

CARGOBARN 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
124
Participants Small participant base
28th
Percentile by assets National rank
$13,123
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cargobarn 401(k) Plan · Sponsored by CARGOBARN · California · Retail Trade

$2M in assets, 124 participants

CARGOBARN's Cargobarn 401(k) Plan reported $2M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #3,414 in Retail Trade (8,414 peers)

Coverage in California

Cargobarn 401(k) Plan covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $2M.

#3,414
in Retail Trade (8,414 peers)
+34.7%
assets growth YoY

Cargobarn 401(k) Plan among the smaller filed plans by assets

Cargobarn 401(k) Plan vs every filed plan by assets

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

$1,627,207 28th percentile higher than 28% 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

Cargobarn 401(k) 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. Cargobarn 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cargobarn 401(k) Plan reported net income rose from $160K in the plan year 2022 filing to $420K in the plan year 2023 filing.
  • Cargobarn 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cargobarn 401(k) Plan reported participants rose from 96 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260721079 · CARGOBARN PY 2023 · 401(k)

Cargobarn 401(k) Plan · $2M · 124 · 28th

  • EIN $2M
  • RANK 124
  • PHOTO 28th
  • IND 401(k)
  • EOY near Kenosha Medical Associates Ltd 401(k) Profit Sharing Plan and Trust
  • 5500 ind #3414

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 Retail Trade retirement plans → · Plans in California →

Cargobarn 401(k) Plan in the asset neighbourhood

Cargobarn 401(k) Plan$2MKenosha Medical Associates Ltd 401(k) Profit Sharing Plan and TrustKenosha Medical Associates L…$2MAdvanced Strategies 401(k) PlanAdvanced Strategies 401(k) P…$2MHermeus 401(k) & Profit Share PlanHermeus 401(k) & Profit Shar…$2MM & R Capital Management Inc 401(k) Profit Sharing Plan & TrustM & R Capital Management Inc…$2M
End-of-year total assets ($M) among Cargobarn 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$420K
Employer EIN260721079
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CARGOBARN)

Sponsor-wide plan assets over time

All CARGOBARN plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.74740766380865% vs 2022
2023 filing year
$1M$1.2M$1.4M$1.6M$1.8M 20222023 $1.21M $1.63M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 96 $1M
2023 1 124 $2M

Nearby 401(k) Plans in California

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

Cargobarn 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cargobarn 401(k) Plan, Total assets ($B): 0.001627207 · Participants: 124Cargobarn 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Cargobarn 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Cargobarn 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kenosha Medical Associates Ltd 401(k) Profit Sharing Plan and Trust in WI ($2M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Cargobarn 401(k) Plan assets move in 2023?
Cargobarn 401(k) Plan surged - up 34.7% during 2023, from $1M to $2M. Reported net income was $420K.
How have CARGOBARN plan assets changed over time?
Across 2 plan years on file (2022-2023), CARGOBARN's sponsor-wide assets grew 34.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Cargobarn 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Kenosha Medical Associates Ltd 401(k) Profit Sharing Plan and Trust in WI ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Cargobarn 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is F.L. Chamberlain School Retirement Plan in MA (124 participants, $1M in assets).