401(k) · DOL Form 5500 · 2024

Bg Logistics, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
33rd
Percentile by assets National rank
$381,894
Avg per participant High balance/head
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Official DOL plan name: Bg Logistics, Inc. 401(k) Plan · Sponsored by Bg Logistics, Inc. · Florida · Transportation & Warehousing

$3M in assets, 7 participants

Bg Logistics, Inc.'s Bg Logistics, Inc. 401(k) Plan reported $3M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #1,088 in Transportation & Warehousing (3,299 peers)

What the 2024 filing shows

Bg Logistics, Inc. 401(k) Plan holds $3M for 7 participants - about $381,894 per participant, in the lower half of filed plans by assets.

#1,088
in Transportation & Warehousing (3,299 peers)
-2.6%
assets change YoY

The plan reported a net loss of $72K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bg Logistics, Inc. 401(k) Plan among the smaller filed plans by assets

Bg Logistics, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,673,259 33rd percentile higher than 33% of 123,620 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 2024

Bg Logistics, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bg Logistics, Inc. 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bg Logistics, Inc. 401(k) Plan reported participants fell from 11 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Bg Logistics, Inc. 401(k) Plan reported net income rose from -$93K in the plan year 2023 filing to -$72K in the plan year 2024 filing.
  • Bg Logistics, Inc. 401(k) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 301111833 · Bg Logistics, Inc. PY 2024 · 401(k)

Bg Logistics, Inc. 401(k) Plan · $3M · 7 · 33rd

  • EBSA $3M
  • PART 7
  • TYPE 33rd
  • NET 401(k)
  • BOOK near Wizehire Incorporated 401(k) Plan
  • VS-ST ind #1088

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 Florida →

Bg Logistics, Inc. 401(k) Plan in the asset neighbourhood

Bg Logistics, Inc. 401(k) PlanBg Logistics, Inc. 401(k) Pl…$3MWizehire Incorporated 401(k) PlanWizehire Incorporated 401(k)…$3MVentra, Inc. Pension Plan$3MSuccess Education Colleges 401(k) PlanSuccess Education Colleges 4…$3MMri Services of Texas 401(k) PlanMri Services of Texas 401(k)…$3M
End-of-year total assets ($M) among Bg Logistics, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$72K
Employer EIN301111833
Plan Effective Date2018-07-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Bg Logistics, Inc.)

Sponsor-wide plan assets over time

All Bg Logistics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.8267612793496655% vs 2022
2024 filing year
$2.6M$2.7M$2.8M$2.9M 202220232024 $2.84M $2.67M ▼ -6.0%
Year Plans Participants Total Assets
2022 1 24 $3M
2023 1 11 $3M
2024 1 7 $3M

Nearby 401(k) Plans in Florida

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

Bg Logistics, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bg Logistics, Inc. 401(k) Plan, Total assets ($B): 0.002673259 · Participants: 7Bg Logistics, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Bg Logistics, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

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

Outside Florida, the nearest 401(k) by assets is Wizehire Incorporated 401(k) Plan in TX ($3M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bg Logistics, Inc. 401(k) Plan assets move in 2024?
Bg Logistics, Inc. 401(k) Plan edged down modestly - down 2.6% during 2024, from $3M to $3M. Reported net income was -$72K.
How have Bg Logistics, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bg Logistics, Inc.'s sponsor-wide assets declined 5.8%, from $3M to $3M.
Which 401(k) plans are similar in size to Bg Logistics, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Wizehire Incorporated 401(k) Plan in TX ($3M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Bg Logistics, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A in assets).