401(k) · DOL Form 5500 · 2024

Care Plus Bergen, Inc. 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
1,856
Participants Near avg headcount
89th
Percentile by assets National rank
$42,017
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Plan of Care Plus Bergen for Union Employees · Sponsored by Care Plus Bergen, Inc. · New Jersey · Healthcare & Social Assistance

$78M in assets, 1,856 participants

Care Plus Bergen, Inc.'s 401(k) Plan of Care Plus Bergen for Union Employees reported $78M in total assets and 1,856 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,242 in Healthcare & Social Assistance (16,916 peers)

Coverage in New Jersey

401(k) Plan of Care Plus Bergen for Union Employees covers 1,856 participants in New Jersey, 2.2x the typical New Jersey plan (state average ~844 per filing). Assets: $78M.

#15,242
in Healthcare & Social Assistance (16,916 peers)
+15.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

401(k) Plan of Care Plus Bergen for Union Employees's outsized position by total assets

401(k) Plan of Care Plus Bergen for Union Employees vs every filed plan by assets

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

$77,983,168 Top 11% higher than 89% 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

401(k) Plan of Care Plus Bergen for Union Employees's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Plan of Care Plus Bergen for Union Employees lands in the large band (1,856 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 401(k) Plan of Care Plus Bergen for Union Employees end-of-year assets rose from $68M in the plan year 2023 filing to $78M in the plan year 2024 filing.
  • 401(k) Plan of Care Plus Bergen for Union Employees reported net income rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • 401(k) Plan of Care Plus Bergen for Union Employees reported participants fell from 1,868 in the plan year 2023 filing to 1,856 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 822081292 · Care Plus Bergen, Inc. PY 2024 · 401(k)

401(k) Plan of Care Plus Bergen for Union Employees · $78M · 1,856 · 89th

  • TYPE $78M
  • NET 1,856
  • BOOK 89th
  • VS-ST 401(k)
  • BOY near Dupaco Community Credit Union Salary Savings Plan
  • SCH ind #15242

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 →

401(k) Plan of Care Plus Bergen for Union Employees in the asset neighbourhood

Maxim Group, LLC 401(k) Plan$78MMorgan Properties 401(k) Plan$78M401(k) Plan of Care Plus Bergen for Union Employees401(k) Plan of Care Plus Ber…$78MDupaco Community Credit Union Salary Savings PlanDupaco Community Credit Unio…$78MBilly Graham Evangelistic Association 401(k) Retirement PlanBilly Graham Evangelistic As…$78M
End-of-year total assets ($M) among 401(k) Plan of Care Plus Bergen for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$78M
Net Income$10M
Employer EIN822081292
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Care Plus Bergen, Inc.)

Sponsor-wide plan assets over time

All Care Plus Bergen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$114M 34.09961496205221% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $85.3M $114M ▲ +34.1%
Year Plans Participants Total Assets
2022 2 2,212 $85M
2023 2 2,464 $100M
2024 2 2,383 $114M

Nearby 401(k) Plans in New Jersey

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

401(k) Plan of Care Plus Bergen for Union Employees vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants 401(k) Plan of Care Plus Bergen for Union Employees, Total assets ($B): 0.077983168 · Participants: 1856401(k) Plan of Care Plus Bergen for Union EmployeesJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
401(k) Plan of Care Plus Bergen for Union Employees vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare 401(k) Plan of Care Plus Bergen for Union Employees side-by-side with 3 peers →

401(k) Plan of Care Plus Bergen for Union Employees's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Dupaco Community Credit Union Salary Savings Plan in IA ($78M); by covered participants it is Steelfab, Inc. Profit Sharing and 401(k) Plan in NC (1,856 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,856 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 401(k) Plan of Care Plus Bergen for Union Employees assets move in 2024? ▼
401(k) Plan of Care Plus Bergen for Union Employees grew sharply - up 15.2% during 2024, from $68M to $78M. Reported net income was $10M.
How have Care Plus Bergen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Care Plus Bergen, Inc.'s sponsor-wide assets grew 34.1%, from $85M to $114M.
Where does 401(k) Plan of Care Plus Bergen for Union Employees rank by assets among Form 5500 filers? ▼
401(k) Plan of Care Plus Bergen for Union Employees ranks in the 89th 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 401(k) Plan of Care Plus Bergen for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Dupaco Community Credit Union Salary Savings Plan in IA ($78M, 594 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Plan of Care Plus Bergen for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Steelfab, Inc. Profit Sharing and 401(k) Plan in NC (1,856 participants, $102M 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 822081292.

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.