401(k) · DOL Form 5500 · 2024
Berje, Inc. 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 149
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $196,142
- Avg per participant Above avg balance/head
Official DOL plan name: Berje, Inc. Retirement Plan · Sponsored by Berje, Inc. · New Jersey · Wholesale Trade
$29M in assets, 149 participants
Berje, Inc.'s Berje, Inc. Retirement Plan reported $29M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #4,568 in Wholesale Trade (6,080 peers)
Coverage in New Jersey
Berje, Inc. Retirement Plan covers 149 participants in New Jersey, about 18% of the average New Jersey filer (state average ~844 per filing). Assets: $29M.
- #4,568
- in Wholesale Trade (6,080 peers)
- +16.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Berje, Inc. Retirement Plan's outsized position by total assets
Berje, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,225,106 Top 23% higher than 77% 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
Berje, Inc. Retirement 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. Berje, Inc. Retirement Plan sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Berje, Inc. Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Berje, Inc. Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Berje, Inc. Retirement Plan reported participants fell from 155 in the plan year 2023 filing to 149 in the plan year 2024 filing.
DOL schedule card
Filing strip 135556034 · Berje, Inc. PY 2024 · 401(k)
Berje, Inc. Retirement Plan · $29M · 149 · 77th
- EOY $29M
- EOY 149
- EOY 77th
- EOY 401(k)
- EOY near Nt Concepts 401(k) Plan
- EOY ind #4568
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 Wholesale Trade retirement plans → · Plans in New Jersey →
Berje, Inc. Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $4M |
| Employer EIN | 135556034 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berje, Inc.)
Sponsor-wide plan assets over time
All Berje, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 28.206273736444565% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $23M |
| 2023 | 1 | 155 | $25M |
| 2024 | 1 | 149 | $29M |
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
Berje, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Nt Concepts 401(k) Plan in VA ($29M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Tier1 Integrity, LLC 401(k) Plan (TX) 149 · 0 off
- Venus Construction Company 401(k) Plan (TX) 149 · 0 off
- H.E.P. Materials Corp. 401(k) Profit Sharing Plan (NY) 149 · 0 off
- Roundstone Management, Ltd. 401(k) Plan (OH) 149 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.