401(k) · DOL Form 5500 · 2024

Care Plus Bergen, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
527
Participants Below avg headcount
80th
Percentile by assets National rank
$68,999
Avg per participant Below avg balance/head
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Official DOL plan name: 401(k) Plan of Care Plus Bergen for Non-Union Employees · Sponsored by Care Plus Bergen, Inc. · New Jersey · Healthcare & Social Assistance

$36M in assets, 527 participants

Care Plus Bergen, Inc.'s 401(k) Plan of Care Plus Bergen for Non-Union Employees reported $36M in total assets and 527 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.

  • #14,039 in Healthcare & Social Assistance (16,916 peers)

Where 401(k) Plan of Care Plus Bergen for Non-Union Employees sits by assets

401(k) Plan of Care Plus Bergen for Non-Union Employees sits in the top quartile of all filed plans by assets, $36M for 527 participants (~$68,999/participant), up 13.8% in 2024.

#14,039
in Healthcare & Social Assistance (16,916 peers)
+13.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

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

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

$36,362,230 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

401(k) Plan of Care Plus Bergen for Non-Union Employees 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. 401(k) Plan of Care Plus Bergen for Non-Union Employees sits mid-pack in the medium band (527 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 401(k) Plan of Care Plus Bergen for Non-Union Employees end-of-year assets rose from $32M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • 401(k) Plan of Care Plus Bergen for Non-Union Employees reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • 401(k) Plan of Care Plus Bergen for Non-Union Employees reported participants fell from 596 in the plan year 2023 filing to 527 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 Non-Union Employees · $36M · 527 · 80th

  • IND $36M
  • IND 527
  • IND 80th
  • IND 401(k)
  • IND near Mize Cpas Inc. 401(k) Plan
  • IND ind #14039

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 Non-Union Employees in the asset neighbourhood

Harding Mazzotti, LLP Profit Sharing PlanHarding Mazzotti, LLP Profit…$36MTyson & Mendes LLP 401(k) Profit Sharing Plan and TrustTyson & Mendes LLP 401(k) Pr…$36M401(k) Plan of Care Plus Bergen for Non-Union Employees401(k) Plan of Care Plus Ber…$36MMize Cpas Inc. 401(k) Plan$36MKeeley Construction Group, Inc. 401(k) Profit Sharing PlanKeeley Construction Group, I…$36M
End-of-year total assets ($M) among 401(k) Plan of Care Plus Bergen for Non-Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$36M
Net Income$4M
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 Non-Union Employees vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants 401(k) Plan of Care Plus Bergen for Non-Union Employees, Total assets ($B): 0.03636223 · Participants: 527401(k) Plan of Care Plus Bergen for Non-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 Non-Union Employees vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare 401(k) Plan of Care Plus Bergen for Non-Union Employees side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Mize Cpas Inc. 401(k) Plan in KS ($36M); by covered participants it is Axios Media, Inc. 401(k) Plan in VA (527 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (527 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 Non-Union Employees assets move in 2024? ▼
401(k) Plan of Care Plus Bergen for Non-Union Employees grew at a solid clip - up 13.8% during 2024, from $32M to $36M. Reported net income was $4M.
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 Non-Union Employees rank by assets among Form 5500 filers? ▼
401(k) Plan of Care Plus Bergen for Non-Union Employees 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 401(k) Plan of Care Plus Bergen for Non-Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Mize Cpas Inc. 401(k) Plan in KS ($36M, 290 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Plan of Care Plus Bergen for Non-Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Axios Media, Inc. 401(k) Plan in VA (527 participants, $26M 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.