401(k) · DOL Form 5500 · 2022

Bergeson-Boese & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$900K
Total assets Small plan by assets
12
Participants Small participant base
24th
Percentile by assets National rank
$74,997
Avg per participant Below avg balance/head
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Official DOL plan name: Bergeson-Boese & Associates, Inc. 401(k) Plan · Sponsored by Bergeson-Boese & Associates, Inc. · Oregon · Professional & Technical Services

$900K in assets, 12 participants

Bergeson-Boese & Associates, Inc.'s Bergeson-Boese & Associates, Inc. 401(k) Plan reported $900K in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,343 in Professional & Technical Services (21,562 peers)

Bergeson-Boese & Associates, Inc. multi-year trail

Bergeson-Boese & Associates, Inc.'s plans moved +78.3% in assets from 2022 to 2024; this filing shows Bergeson-Boese & Associates, Inc. 401(k) Plan at $900K / 12 participants.

#4,343
in Professional & Technical Services (21,562 peers)
-49.8%
assets change YoY

The plan reported a net loss of $894K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bergeson-Boese & Associates, Inc. 401(k) Plan among the smaller filed plans by assets

Bergeson-Boese & Associates, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$899,961 24th percentile higher than 24% of 139,123 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 2022

Bergeson-Boese & Associates, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bergeson-Boese & Associates, Inc. 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 930991547 · Bergeson-Boese & Associates, Inc. PY 2022 · 401(k)

Bergeson-Boese & Associates, Inc. 401(k) Plan · $900K · 12 · 24th

  • 5500 $900K
  • 5500 12
  • 5500 24th
  • 5500 401(k)
  • 5500 near Dn Holdings, Inc. 401(k) Plan
  • 5500 ind #4343

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 Professional & Technical Services retirement plans → · Plans in Oregon →

Bergeson-Boese & Associates, Inc. 401(k) Plan in the asset neighbourhood

Bergeson-Boese & Associates, Inc. 401(k) PlanBergeson-Boese & Associates,…$900KDn Holdings, Inc. 401(k) Plan$900KSouthpoint Employees 401(k) Plan and TrustSouthpoint Employees 401(k) …$900KBuena Vista Healthcare 401(k) PlanBuena Vista Healthcare 401(k…$900KMagic Bait Company, Inc. 401(k) Profit Sharing PlanMagic Bait Company, Inc. 401…$900K
End-of-year total assets ($M) among Bergeson-Boese & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bergeson-Boese & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bergeson-Boese & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 78.34328376451869% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.9M $1.61M ▲ +78.9%
Year Plans Participants Total Assets
2022 1 12 $900K
2023 1 9 $1M
2024 1 10 $2M

Bergeson-Boese & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$900K
Net Income-$894K
Employer EIN930991547
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Bergeson-Boese & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Bergeson-Boese & Associates, Inc. 401(k) Plan, Total assets ($B): 0.000899961 · Participants: 12Bergeson-Boese & Associates, Inc. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Bergeson-Boese & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Bergeson-Boese & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Bergeson-Boese & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Dn Holdings, Inc. 401(k) Plan in WA ($900K); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($900K here).

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bergeson-Boese & Associates, Inc. 401(k) Plan assets move in 2022? ▼
Bergeson-Boese & Associates, Inc. 401(k) Plan contracted severely - down 49.8% during 2022, from $2M to $900K. Reported net income was -$894K.
How have Bergeson-Boese & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergeson-Boese & Associates, Inc.'s sponsor-wide assets grew 78.3%, from $900K to $2M.
Where does Bergeson-Boese & Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bergeson-Boese & Associates, Inc. 401(k) Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bergeson-Boese & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dn Holdings, Inc. 401(k) Plan in WA ($900K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Bergeson-Boese & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930991547.

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.