Money Purchase · DOL Form 5500 · 2022

Bergelectric Corporation Money Purchase Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
2,170
Participants Above avg headcount
93rd
Percentile by assets National rank
$47,124
Avg per participant Low balance/head
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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.

  • #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.

#9,096
in Construction (9,927 peers)
-14.9%
assets change YoY
1.0×
vs typical plan assets (national mean)

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.

Bergelectric Corporation Money Purchase Pension Plan's outsized position by total assets

Bergelectric Corporation Money Purchase Pension Plan vs every filed plan by assets

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

$102,258,953 Top 7% higher than 93% 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

Bergelectric Corporation Money Purchase Pension 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. Bergelectric Corporation Money Purchase Pension Plan lands in the large band (2,170 participants).

Plan-year Form 5500 strip

Filing strip 951459684 · Bergelectric Corporation PY 2022 · Money Purchase

Bergelectric Corporation Money Purchase Pension Plan · $102M · 2,170 · 93rd

  • EIN $102M
  • RANK 2,170
  • PHOTO 93rd
  • IND Money Purchase
  • EOY near Centrastate Healthcare System Retirement Plan
  • 5500 ind #9096

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 →

Bergelectric Corporation Money Purchase Pension Plan in the asset neighbourhood

United Nations International School Employees Pension PlanUnited Nations International…$103MBergelectric Corporation Money Purchase Pension PlanBergelectric Corporation Mon…$102MCentrastate Healthcare System Retirement PlanCentrastate Healthcare Syste…$102MRosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and TrustRosalind Franklin University…$102MFirst Hawaiian, Inc. Future PlanFirst Hawaiian, Inc. Future …$102M
End-of-year total assets ($M) among Bergelectric Corporation Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$102M
Net Income-$18M
Employer EIN951459684
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bergelectric Corporation)

Sponsor-wide plan assets over time

All Bergelectric Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$307M 35.32869396931752% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $227M $307M ▲ +35.3%
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 Scatter plot of 6 data points. 010000200003000040000 -202468 Total assets ($B) Participants Bergelectric Corporation Money Purchase Pension Plan, Total assets ($B): 0.102258953 · Participants: 2170Bergelectric Corporation Money Purchase Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Bergelectric Corporation Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Bergelectric Corporation Money Purchase Pension Plan side-by-side with 3 peers →

Bergelectric Corporation Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Centrastate Healthcare System Retirement Plan in NJ ($102M); by covered participants it is Massachusetts Bricklayers & Masons Annuity Fund in MA (2,170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,170 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 Bergelectric Corporation Money Purchase Pension Plan assets move in 2022? ▼
Bergelectric Corporation Money Purchase Pension Plan pulled back noticeably - down 14.9% during 2022, from $120M to $102M. Reported net income was -$18M.
How have Bergelectric Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergelectric Corporation's sponsor-wide assets grew 35.3%, from $227M to $307M.
Where does Bergelectric Corporation Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Bergelectric Corporation Money Purchase Pension Plan ranks in the 93rd 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 Money Purchase plans are similar in size to Bergelectric Corporation Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Centrastate Healthcare System Retirement Plan in NJ ($102M, 1,657 participants).
Which Money Purchase plans cover a similar participant headcount to Bergelectric Corporation Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Massachusetts Bricklayers & Masons Annuity Fund in MA (2,170 participants, $237M 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 951459684.

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.