401(k) · DOL Form 5500 · 2024
Bergen's Promise, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 202
- Participants Below avg headcount
- 34th
- Percentile by assets National rank
- $14,482
- Avg per participant Low balance/head
Official DOL plan name: Bergen's Promise, Inc. Profit Sharing Plan · Sponsored by Bergen's Promise, Inc. · New Jersey · Healthcare & Social Assistance
$3M in assets, 202 participants
Bergen's Promise, Inc.'s Bergen's Promise, Inc. Profit Sharing Plan reported $3M in total assets and 202 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #5,728 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Jersey
Bergen's Promise, Inc. Profit Sharing Plan covers 202 participants in New Jersey, about 24% of the average New Jersey filer (state average ~844 per filing). Assets: $3M.
- #5,728
- in Healthcare & Social Assistance (16,916 peers)
- +32.9%
- assets growth YoY
Bergen's Promise, Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Bergen's Promise, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,925,376 34th percentile higher than 34% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bergen's Promise, Inc. Profit Sharing Plan 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. Bergen's Promise, Inc. Profit Sharing Plan sits mid-pack in the medium band (202 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bergen's Promise, Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Bergen's Promise, Inc. Profit Sharing Plan reported participants rose from 154 in the plan year 2023 filing to 202 in the plan year 2024 filing.
- Bergen's Promise, Inc. Profit Sharing Plan reported net income rose from $614K in the plan year 2023 filing to $724K in the plan year 2024 filing.
DOL schedule card
Filing strip 223843132 · Bergen's Promise, Inc. PY 2024 · 401(k)
Bergen's Promise, Inc. Profit Sharing Plan · $3M · 202 · 34th
- BOY $3M
- SCH 202
- EBSA 34th
- PART 401(k)
- TYPE near Calsoft Labs, Inc. 401(k) Plan
- NET ind #5728
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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →
Bergen's Promise, Inc. Profit Sharing Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $724K |
| Employer EIN | 223843132 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bergen's Promise, Inc.)
Sponsor-wide plan assets over time
All Bergen's Promise, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 84.21728422427414% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 88 | $2M |
| 2023 | 1 | 154 | $2M |
| 2024 | 1 | 202 | $3M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Bergen's Promise, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Calsoft Labs, Inc. 401(k) Plan in CA ($3M); by covered participants it is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Calsoft Labs, Inc. 401(k) Plan (CA) $3M · 184
- Comprehensive Care of Oakland 401(k) Plan (CA) $3M · 127
- Hi Tech Motorcars 401(k) Plan (TX) $3M · 316
- Hodge Bank & Trust Company Profit-Sharing Plan (LA) $3M · 12
Similar participant headcount
Nearest other-state filings by covered participants (202 participants); asset peers above are excluded.
- Servall Termite Company Profit Sharing 401(k) Plan (TN) 202 · 0 off
- Usasf, LLC 401(k) Plan (DE) 202 · 0 off
- Cortec 401(k) Plan (LA) 202 · 0 off
- Ross Downing Chevrolet, Inc. 401(k) Plan (LA) 202 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.