Money Purchase · DOL Form 5500 · 2022
Bergelectric Corporation Money Purchase Plan
Data updated 2026-08-11
- $102M
- Total assets
- 2,170
- Participants
- 93rd
- Percentile by assets
- $47,124
- Avg per participant
Official DOL plan name: Bergelectric Corporation Money Purchase Pension Plan · Sponsored by Bergelectric Corporation · California · Construction
$102M in assets, 2,170 participants
Bergelectric Corporation's Bergelectric Corporation Money Purchase Pension Plan reported $102M in total assets and 2,170 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #9,096 in Construction (9,927 peers)
Coverage in California
Bergelectric Corporation Money Purchase Pension Plan covers 2,170 participants in California, 3.4x the typical California plan (state average ~630 per filing). Assets: $102M.
- $102M
- total plan assets (2022 EOY)
- 2,170
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $47,124
- avg assets per participant
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Bergelectric Corporation Money Purchase Pension Plan reports 2,170 participants - 3.4x that state average ($102M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | -$18M |
| Employer EIN | 951459684 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bergelectric Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,044 | $227M |
| 2023 | 2 | 4,385 | $270M |
| 2024 | 2 | 4,795 | $307M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Bergelectric Corporation Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Bergelectric Corporation Money Purchase Pension Plan by total assets, not by location.
- Centrastate Healthcare System Retirement Plan (NJ) $102M · 1,657
- Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust (IL) $102M · 502
- United Nations International School Employees Pension Plan (NY) $103M · 304
- First Hawaiian, Inc. Future Plan (HI) $102M · 1,842
Frequently Asked Questions
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Filing takeaways
Ways to act on Bergelectric Corporation Money Purchase Pension Plan's numbers.
- By total assets, Bergelectric Corporation Money Purchase Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Bergelectric Corporation's sponsor-wide assets have grown 35.3% since 2022 across 3 plan years on file. More Construction plans