401(k) · DOL Form 5500 · 2022

Bell Ford, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
1,184
Participants Near avg headcount
83rd
Percentile by assets National rank
$24,740
Avg per participant Low balance/head
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Official DOL plan name: The Berge Group Retirement Savings Plan · Sponsored by Bell Ford, Inc. · Arizona · Retail Trade

$29M in assets, 1,184 participants

Bell Ford, Inc.'s The Berge Group Retirement Savings Plan reported $29M in total assets and 1,184 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #8,587 in Retail Trade (9,519 peers)

Coverage in Arizona

The Berge Group Retirement Savings Plan covers 1,184 participants in Arizona, 2.1x the typical Arizona plan (state average ~564 per filing). Assets: $29M.

#8,587
in Retail Trade (9,519 peers)
-12.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Berge Group Retirement Savings Plan's outsized position by total assets

The Berge Group Retirement Savings Plan vs every filed plan by assets

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

$29,291,693 Top 17% higher than 83% 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

The Berge Group Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Berge Group Retirement Savings Plan lands in the large band (1,184 participants).

Plan-year Form 5500 strip

Filing strip 860372486 · Bell Ford, Inc. PY 2022 · 401(k)

The Berge Group Retirement Savings Plan · $29M · 1,184 · 83rd

  • BOY $29M
  • BOY 1,184
  • BOY 83rd
  • BOY 401(k)
  • BOY near West Side Foods, Inc. Savings and Protection Plan
  • BOY ind #8587

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 Retail Trade retirement plans → · Plans in Arizona →

The Berge Group Retirement Savings Plan in the asset neighbourhood

Stark Truss Company, Inc. Employee 401(k) PlanStark Truss Company, Inc. Em…$29MThe Berge Group Retirement Savings PlanThe Berge Group Retirement S…$29MWest Side Foods, Inc. Savings and Protection PlanWest Side Foods, Inc. Saving…$29MConstellium Rolled Products Ravenwood, LLC Plan for Usw Represented EmployeesConstellium Rolled Products …$29MRemco, Inc. Employees 401(k) PlanRemco, Inc. Employees 401(k)…$29M
End-of-year total assets ($M) among The Berge Group Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$29M
Net Income-$4M
Employer EIN860372486
Plan Effective Date1980-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bell Ford, Inc.)

Sponsor-wide plan assets over time

All Bell Ford, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 34.016736417386326% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.3M $39.3M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 1,184 $29M
2023 1 832 $34M
2024 1 789 $39M

Nearby 401(k) Plans in Arizona

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

The Berge Group Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants The Berge Group Retirement Savings Plan, Total assets ($B): 0.029291693 · Participants: 1184The Berge Group Retirement Savings PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
The Berge Group Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare The Berge Group Retirement Savings Plan side-by-side with 3 peers →

The Berge Group Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is West Side Foods, Inc. Savings and Protection Plan in NY ($29M); by covered participants it is Crowell & Moring LLP Retirement Plan in DC (1,184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,184 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 The Berge Group Retirement Savings Plan assets move in 2022? ▼
The Berge Group Retirement Savings Plan pulled back noticeably - down 12.4% during 2022, from $33M to $29M. Reported net income was -$4M.
How have Bell Ford, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bell Ford, Inc.'s sponsor-wide assets grew 34.0%, from $29M to $39M.
Where does The Berge Group Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Berge Group Retirement Savings Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Berge Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is West Side Foods, Inc. Savings and Protection Plan in NY ($29M, 147 participants).
Which 401(k) plans cover a similar participant headcount to The Berge Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crowell & Moring LLP Retirement Plan in DC (1,184 participants, $521M 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 860372486.

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.