401(k) · DOL Form 5500 · 2022

Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
36th
Percentile by assets National rank
$339,335
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan · Sponsored by Bergstrom Enterprises, Inc. Dba Northwest Homes · California · Construction

$2M in assets, 7 participants

Bergstrom Enterprises, Inc. Dba Northwest Homes's Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,395 in Construction (9,927 peers)

Bergstrom Enterprises, Inc. Dba Northwest Homes multi-year trail

Bergstrom Enterprises, Inc. Dba Northwest Homes's plans moved +29.4% in assets from 2022 to 2024; this filing shows Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan at $2M / 7 participants.

#3,395
in Construction (9,927 peers)
-1.1%
assets change YoY

The plan reported a net loss of $26K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,375,344 36th percentile higher than 36% 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

Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

Published 5500 schedule card

Filing strip 943300033 · Bergstrom Enterprises, Inc. Dba Northwest Homes PY 2022 · 401(k)

Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan · $2M · 7 · 36th

  • EIN $2M
  • EIN 7
  • EIN 36th
  • EIN 401(k)
  • EIN near Impact Fitness 401(k) Plan
  • EIN ind #3395

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 Construction retirement plans → · Plans in California →

Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan in the asset neighbourhood

Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing PlanBergstrom Enterprises, Inc. …$2MImpact Fitness 401(k) Plan$2MGeorgia Pain and Wellness Center 401(k) PlanGeorgia Pain and Wellness Ce…$2MMcguire Chevrolet Cadillac Isuzu 401(k) PlanMcguire Chevrolet Cadillac I…$2MHappy Automotive 401(k) Plan$2M
End-of-year total assets ($M) among Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bergstrom Enterprises, Inc. Dba Northwest Homes multi-year asset trail

Sponsor-wide plan assets over time

All Bergstrom Enterprises, Inc. Dba Northwest Homes plans reported in each filing year

Latest sponsor-wide plan assets
$3M 29.42306461716703% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.38M $3.07M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 8 $3M
2024 1 6 $3M

Bergstrom Enterprises, Inc. Dba Northwest Homes filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$26K
Employer EIN943300033
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan, Total assets ($B): 0.002375344 · Participants: 7Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Impact Fitness 401(k) Plan in MI ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan assets move in 2022? ▼
Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan edged down modestly - down 1.1% during 2022, from $2M to $2M. Reported net income was -$26K.
How have Bergstrom Enterprises, Inc. Dba Northwest Homes plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergstrom Enterprises, Inc. Dba Northwest Homes's sponsor-wide assets grew 29.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Impact Fitness 401(k) Plan in MI ($2M, 377 participants).
Which 401(k) plans cover a similar participant headcount to Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K 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 943300033.

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.