401(k) · DOL Form 5500 · 2022

Bergelectric Corporation 401(k) Plan

Data updated 2026-08-11

$124M
Total assets
2,874
Participants
94th
Percentile by assets
$43,310
Avg per participant
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Official DOL plan name: Bergelectric Corp Employees Pension & 401(k) Plan · Sponsored by Bergelectric Corporation · California · Construction

$124M in assets, 2,874 participants

Bergelectric Corporation's Bergelectric Corp Employees Pension & 401(k) Plan reported $124M in total assets and 2,874 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #9,202 in Construction (9,927 peers)

Coverage in California

Bergelectric Corp Employees Pension & 401(k) Plan covers 2,874 participants in California, 4.6x the typical California plan (state average ~630 per filing). Assets: $124M.

$124M
total plan assets (2022 EOY)
2,874
covered participants
94th
percentile by assets (of 139,126 plans)
$43,310
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.

Where Bergelectric Corp Employees Pension & 401(k) Plan sits by total assets

Bergelectric Corp Employees Pension & 401(k) Plan vs every filed plan by assets

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

$124,473,561 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Bergelectric Corp Employees Pension & 401(k) Plan reports 2,874 participants - 4.6x that state average ($124M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$142M
Net Assets (End of Year)$124M
Net Income-$18M
Employer EIN951459684
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bergelectric Corporation)

$200M$250M$300M$350M 202220232024 $227M $307M ▲ +35.3%
Total plan assets by year, all Bergelectric Corporation plans on file
Year Plans Participants Total Assets
2022 2 5,044 $227M
2023 2 4,385 $270M
2024 2 4,795 $307M

Nearby 401(k) Plans in California

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

Bergelectric Corp Employees Pension & 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Bergelectric Corp Employees Pension & 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bergelectric Corp Em…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Chevron Employee Sav…Intel 401(k) Savings…
Bergelectric Corp Employees Pension & 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bergelectric Corp Employees Pension & 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Bergelectric Corp Employees Pension & 401(k) Plan assets move in 2022?
Bergelectric Corp Employees Pension & 401(k) Plan pulled back noticeably - down 12.5% during 2022, from $142M to $124M. 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 Corp Employees Pension & 401(k) Plan rank by assets among Form 5500 filers?
Bergelectric Corp Employees Pension & 401(k) Plan ranks in the 94th 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 Bergelectric Corp Employees Pension & 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Toc-Woodworkers, Iam Defined Contribution Plan and Trust in OR ($124M, 376 participants).

Next read for Bergelectric Corp Employees Pension & 40…

Filing takeaways

Ways to act on Bergelectric Corp Employees Pension & 401(k) Plan's numbers.

  • By total assets, Bergelectric Corp Employees Pension & 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) 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