401(k) · DOL Form 5500 · 2022

Bergstrom Corporation, Inc. 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
1,579
Participants Near avg headcount
91st
Percentile by assets National rank
$44,074
Avg per participant Low balance/head
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Official DOL plan name: Bergstrom Corporation 401(k) Plan · Sponsored by Bergstrom Corporation, Inc. · Wisconsin · Retail Trade

$70M in assets, 1,579 participants

Bergstrom Corporation, Inc.'s Bergstrom Corporation 401(k) Plan reported $70M in total assets and 1,579 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #9,040 in Retail Trade (9,519 peers)

Coverage in Wisconsin

Bergstrom Corporation 401(k) Plan covers 1,579 participants in Wisconsin, 2.8x the typical Wisconsin plan (state average ~563 per filing). Assets: $70M.

#9,040
in Retail Trade (9,519 peers)
-18.0%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bergstrom Corporation 401(k) Plan's outsized position by total assets

Bergstrom Corporation 401(k) Plan vs every filed plan by assets

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

$69,592,615 Top 9% higher than 91% 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 Corporation 401(k) 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. Bergstrom Corporation 401(k) Plan lands in the large band (1,579 participants).

Form 5500 schedule snapshot

Filing strip 391202572 · Bergstrom Corporation, Inc. PY 2022 · 401(k)

Bergstrom Corporation 401(k) Plan · $70M · 1,579 · 91st

  • ASSETS $70M
  • ASSETS 1,579
  • ASSETS 91st
  • ASSETS 401(k)
  • ASSETS near Clark Nexsen, Inc. 401(k) Plan
  • ASSETS ind #9040

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 Wisconsin →

Bergstrom Corporation 401(k) Plan in the asset neighbourhood

Harsco 401(k) Retirement Savings PlanHarsco 401(k) Retirement Sav…$70MAkrf, Inc. Profit Sharing Plan and 401(k) PlanAkrf, Inc. Profit Sharing Pl…$70MBergstrom Corporation 401(k) PlanBergstrom Corporation 401(k)…$70MClark Nexsen, Inc. 401(k) PlanClark Nexsen, Inc. 401(k) Pl…$70MFour Rivers Nuclear Partnership Retirement PlanFour Rivers Nuclear Partners…$70M
End-of-year total assets ($M) among Bergstrom Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$70M
Net Income-$15M
Employer EIN391202572
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bergstrom Corporation, Inc.)

Sponsor-wide plan assets over time

All Bergstrom Corporation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 52.15644935888671% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $69.6M $106M ▲ +52.2%
Year Plans Participants Total Assets
2022 1 1,579 $70M
2023 1 1,633 $86M
2024 1 2,189 $106M

Nearby 401(k) Plans in Wisconsin

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

Bergstrom Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -20246 Total assets ($B) Participants Bergstrom Corporation 401(k) Plan, Total assets ($B): 0.069592615 · Participants: 1579Bergstrom Corporation 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Bergstrom Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bergstrom Corporation 401(k) Plan side-by-side with 3 peers →

Bergstrom Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Clark Nexsen, Inc. 401(k) Plan in VA ($70M); by covered participants it is Renhill Staffing Service 401(k) Plan in TX (1,579 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,579 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 Corporation 401(k) Plan assets move in 2022? ▼
Bergstrom Corporation 401(k) Plan declined sharply - down 18.0% during 2022, from $85M to $70M. Reported net income was -$15M.
How have Bergstrom Corporation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergstrom Corporation, Inc.'s sponsor-wide assets grew 52.2%, from $70M to $106M.
Where does Bergstrom Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Bergstrom Corporation 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bergstrom Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clark Nexsen, Inc. 401(k) Plan in VA ($70M, 318 participants).
Which 401(k) plans cover a similar participant headcount to Bergstrom Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Renhill Staffing Service 401(k) Plan in TX (1,579 participants, $3M 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 391202572.

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.