Profit Sharing · DOL Form 5500 · 2022
Bertram Electric, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $943K
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $94,286
- Avg per participant Below avg balance/head
Official DOL plan name: Bertram Electric Inc Profit Sharing Plan · Sponsored by Bertram Electric, Inc. · Minnesota · Construction
$943K in assets, 10 participants
Bertram Electric, Inc.'s Bertram Electric Inc Profit Sharing Plan reported $943K in total assets and 10 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.
- #2,141 in Construction (9,927 peers)
Bertram Electric, Inc. multi-year trail
Bertram Electric, Inc.'s plans moved +70.3% in assets from 2022 to 2024; this filing shows Bertram Electric Inc Profit Sharing Plan at $943K / 10 participants.
- #2,141
- in Construction (9,927 peers)
- -37.8%
- assets change YoY
The plan reported a net loss of $574K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bertram Electric Inc Profit Sharing Plan among the smaller filed plans by assets
Bertram Electric Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$942,861 24th percentile higher than 24% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bertram Electric Inc 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. Bertram Electric Inc Profit Sharing Plan is a micro filing (10 participants), the leftmost band.
Published 5500 schedule card
Filing strip 411354836 · Bertram Electric, Inc. PY 2022 · Profit Sharing
Bertram Electric Inc Profit Sharing Plan · $943K · 10 · 24th
- EIN $943K
- RANK 10
- PHOTO 24th
- IND Profit Sharing
- EOY near Gregory S Young Co L P a Profit Sharing Plan & Trust
- 5500 ind #2141
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 Minnesota →
Bertram Electric Inc Profit Sharing Plan in the asset neighbourhood
Bertram Electric, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Bertram Electric, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 70.30039422565999% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $943K |
| 2023 | 1 | 10 | $1M |
| 2024 | 1 | 11 | $2M |
Bertram Electric, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $943K |
| Net Income | -$574K |
| Employer EIN | 411354836 |
| Plan Effective Date | 1987-03-31 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Essentia Health Retirement Plan $1.6B · 14,444
- Pipe Trades Services Mn Pension Supplement Fund $1.4B · 6,268
- Allina 403(b) Retirement Savings Plan $847M · 10,170
- Fairview Health Services Pension Plan $542M · 5,177
- Cargill Employee Retirement Account Plan $397M · 18,794
Bertram Electric Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is Gregory S Young Co L P a Profit Sharing Plan & Trust in OH ($943K); by covered participants it is Group One, Inc. Profit Sharing Plan in ID (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($943K here).
- Gregory S Young Co L P a Profit Sharing Plan & Trust (OH) $943K · 19
- Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust (NY) $943K · 2
- Elkins Regional Convalescent Center Retirement Savings Plan (WV) $943K · 214
- Silbert Chiropractic Clinic, P.C. Profit Sharing Plan (MI) $943K · 2
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Group One, Inc. Profit Sharing Plan (ID) 10 · 0 off
- Classic Tile, Inc. Profit Sharing Plan (NJ) 10 · 0 off
- Miller Enterprises of Sc Inc. Retirement Plan (SC) 10 · 0 off
- Lafferty Lumber, Inc. Retirement Plan (PA) 10 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.