401(k) · DOL Form 5500 · 2024

Berger Transfer & Storage, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
349
Participants Below avg headcount
80th
Percentile by assets National rank
$100,765
Avg per participant Below avg balance/head
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Official DOL plan name: Berger Transfer & Storage, Inc. 401(k) Plan and Trust · Sponsored by Berger Transfer & Storage, Inc. · Minnesota · Transportation & Warehousing

$35M in assets, 349 participants

Berger Transfer & Storage, Inc.'s Berger Transfer & Storage, Inc. 401(k) Plan and Trust reported $35M in total assets and 349 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,594 in Transportation & Warehousing (3,299 peers)

Coverage in Minnesota

Berger Transfer & Storage, Inc. 401(k) Plan and Trust covers 349 participants in Minnesota, about 31% of the average Minnesota filer (state average ~1,126 per filing). Assets: $35M.

#2,594
in Transportation & Warehousing (3,299 peers)
+1.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Berger Transfer & Storage, Inc. 401(k) Plan and Trust's outsized position by total assets

Berger Transfer & Storage, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$35,166,896 Top 20% higher than 80% 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

Berger Transfer & Storage, Inc. 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berger Transfer & Storage, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (349 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berger Transfer & Storage, Inc. 401(k) Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $343K in the plan year 2024 filing.
  • Berger Transfer & Storage, Inc. 401(k) Plan and Trust reported participants fell from 395 in the plan year 2023 filing to 349 in the plan year 2024 filing.
  • Berger Transfer & Storage, Inc. 401(k) Plan and Trust end-of-year assets rose from $35M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 410677589 · Berger Transfer & Storage, Inc. PY 2024 · 401(k)

Berger Transfer & Storage, Inc. 401(k) Plan and Trust · $35M · 349 · 80th

  • TYPE $35M
  • TYPE 349
  • TYPE 80th
  • TYPE 401(k)
  • TYPE near Hallstar Services Corporation Incentive Savings Plan
  • TYPE ind #2594

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 Minnesota →

Berger Transfer & Storage, Inc. 401(k) Plan and Trust in the asset neighbourhood

Berger Transfer & Storage, Inc. 401(k) Plan and TrustBerger Transfer & Storage, I…$35MHallstar Services Corporation Incentive Savings PlanHallstar Services Corporatio…$35MShorewest Realtors, Inc. 401(k) Savings PlanShorewest Realtors, Inc. 401…$35MCustom Glass Solutions Retirement Savings PlanCustom Glass Solutions Retir…$35MSunshine Mills Group 401(k) Profit Sharing PlanSunshine Mills Group 401(k) …$35M
End-of-year total assets ($M) among Berger Transfer & Storage, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$35M
Net Income$343K
Employer EIN410677589
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berger Transfer & Storage, Inc.)

Sponsor-wide plan assets over time

All Berger Transfer & Storage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 14.126076667040088% vs 2022
2024 filing year
$30M$32M$34M$36M 202220232024 $30.8M $35.2M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 375 $31M
2023 1 395 $35M
2024 1 349 $35M

Nearby 401(k) Plans in Minnesota

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

Berger Transfer & Storage, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Berger Transfer & Storage, Inc. 401(k) Plan and Trust, Total assets ($B): 0.035166896 · Participants: 349Berger Transfer & Storage, Inc. 401(k) Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Berger Transfer & Storage, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Berger Transfer & Storage, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Berger Transfer & Storage, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Hallstar Services Corporation Incentive Savings Plan in IL ($35M); by covered participants it is Next 15 Communications Retirement Plan in CA (349 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (349 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 Berger Transfer & Storage, Inc. 401(k) Plan and Trust assets move in 2024? ▼
Berger Transfer & Storage, Inc. 401(k) Plan and Trust held essentially flat - up 1.0% during 2024, from $35M to $35M. Reported net income was $343K.
How have Berger Transfer & Storage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berger Transfer & Storage, Inc.'s sponsor-wide assets grew 14.1%, from $31M to $35M.
Where does Berger Transfer & Storage, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Berger Transfer & Storage, Inc. 401(k) Plan and Trust ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Berger Transfer & Storage, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hallstar Services Corporation Incentive Savings Plan in IL ($35M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Berger Transfer & Storage, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Next 15 Communications Retirement Plan in CA (349 participants, $96M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410677589.

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.