401(k) · DOL Form 5500 · 2022

Berg Capital Corporation 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
45
Participants Small participant base
77th
Percentile by assets National rank
$434,928
Avg per participant High balance/head
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Official DOL plan name: Berg Capital Corporation Profit Sharing Plan · Sponsored by Berg Capital Corporation · Oregon · Finance & Insurance

$20M in assets, 45 participants

Berg Capital Corporation's Berg Capital Corporation Profit Sharing Plan reported $20M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,873 in Finance & Insurance (9,261 peers)

Where Berg Capital Corporation Profit Sharing Plan sits by assets

Berg Capital Corporation Profit Sharing Plan sits in the top quartile of all filed plans by assets, $20M for 45 participants (~$434,928/participant), up 10.3% in 2022.

#5,873
in Finance & Insurance (9,261 peers)
+10.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Berg Capital Corporation Profit Sharing Plan's outsized position by total assets

Berg Capital Corporation Profit Sharing Plan vs every filed plan by assets

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

$19,571,782 Top 23% higher than 77% 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

Berg Capital Corporation Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berg Capital Corporation Profit Sharing Plan is a small filing (45 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 930876977 · Berg Capital Corporation PY 2022 · 401(k)

Berg Capital Corporation Profit Sharing Plan · $20M · 45 · 77th

  • EIN $20M
  • RANK 45
  • PHOTO 77th
  • IND 401(k)
  • EOY near Optalis Professional Services, LLC 401(k) Plan
  • 5500 ind #5873

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 Finance & Insurance retirement plans → · Plans in Oregon →

Berg Capital Corporation Profit Sharing Plan in the asset neighbourhood

Mountain Empire Radiology, P.C. 401(k) Profit Sharing PlanMountain Empire Radiology, P…$20MBerg Capital Corporation Profit Sharing PlanBerg Capital Corporation Pro…$20MOptalis Professional Services, LLC 401(k) PlanOptalis Professional Service…$20MQuotient Sciences - Philadelphia, LLC 401(k) PlanQuotient Sciences - Philadel…$20MCapital Power Operations USA Inc. 401(k) PlanCapital Power Operations USA…$20M
End-of-year total assets ($M) among Berg Capital Corporation Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN930876977
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berg Capital Corporation)

Sponsor-wide plan assets over time

All Berg Capital Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$21M 6.637356782330807% vs 2022
2024 filing year
$19M$19.5M$20M$20.5M$21M 202220232024 $19.6M $20.9M ▲ +6.6%
Year Plans Participants Total Assets
2022 1 45 $20M
2023 1 42 $21M
2024 1 49 $21M

Nearby 401(k) Plans in Oregon

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

Berg Capital Corporation Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Berg Capital Corporation Profit Sharing Plan, Total assets ($B): 0.019571782 · Participants: 45Berg Capital Corporation Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Berg Capital Corporation Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Berg Capital Corporation Profit Sharing Plan side-by-side with 3 peers →

Berg Capital Corporation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Optalis Professional Services, LLC 401(k) Plan in MI ($20M); by covered participants it is Divcon Ems 401(k) Profit Sharing Plan in TX (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Berg Capital Corporation Profit Sharing Plan assets move in 2022? ▼
Berg Capital Corporation Profit Sharing Plan grew at a solid clip - up 10.3% during 2022, from $18M to $20M. Reported net income was $2M.
How have Berg Capital Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berg Capital Corporation's sponsor-wide assets grew 6.6%, from $20M to $21M.
Where does Berg Capital Corporation Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Berg Capital Corporation Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Berg Capital Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Optalis Professional Services, LLC 401(k) Plan in MI ($20M, 876 participants).
Which 401(k) plans cover a similar participant headcount to Berg Capital Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Divcon Ems 401(k) Profit Sharing Plan in TX (45 participants, $1M 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 930876977.

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.