401(k) · DOL Form 5500 · 2022

Bergey's Incorporated 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
1,101
Participants Near avg headcount
92nd
Percentile by assets National rank
$80,353
Avg per participant Below avg balance/head
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Official DOL plan name: Bergey's Incorporated 401(k) Profit Sharing Plan · Sponsored by Bergey's Incorporated · Pennsylvania · Retail Trade

$88M in assets, 1,101 participants

Bergey's Incorporated's Bergey's Incorporated 401(k) Profit Sharing Plan reported $88M in total assets and 1,101 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #9,109 in Retail Trade (9,519 peers)

Where Bergey's Incorporated 401(k) Profit Sharing Plan sits by assets

Bergey's Incorporated 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $88M for 1,101 participants (~$80,353/participant), down 7.7% in 2022.

#9,109
in Retail Trade (9,519 peers)
-7.7%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bergey's Incorporated 401(k) Profit Sharing Plan's outsized position by total assets

Bergey's Incorporated 401(k) Profit Sharing Plan vs every filed plan by assets

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

$88,468,582 Top 8% higher than 92% 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

Bergey's Incorporated 401(k) Profit Sharing 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. Bergey's Incorporated 401(k) Profit Sharing Plan lands in the large band (1,101 participants).

DOL schedule card

Filing strip 231929243 · Bergey's Incorporated PY 2022 · 401(k)

Bergey's Incorporated 401(k) Profit Sharing Plan · $88M · 1,101 · 92nd

  • BOOK $88M
  • BOOK 1,101
  • BOOK 92nd
  • BOOK 401(k)
  • BOOK near Hand Arendall Harrison Sale LLC Retirement Plan and Trust
  • BOOK ind #9109

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 Pennsylvania →

Bergey's Incorporated 401(k) Profit Sharing Plan in the asset neighbourhood

Fastener Industries, Inc. Employee Stock Ownership PlanFastener Industries, Inc. Em…$89MBergey's Incorporated 401(k) Profit Sharing PlanBergey's Incorporated 401(k)…$88MHand Arendall Harrison Sale LLC Retirement Plan and TrustHand Arendall Harrison Sale …$88MExchange Bank Savings and Profit Sharing PlanExchange Bank Savings and Pr…$88MPlanned Systems International, Inc. 401(k) PlanPlanned Systems Internationa…$88M
End-of-year total assets ($M) among Bergey's Incorporated 401(k) 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)$96M
Net Assets (End of Year)$88M
Net Income-$7M
Employer EIN231929243
Plan Effective Date1991-05-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Bergey's Incorporated)

Sponsor-wide plan assets over time

All Bergey's Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$127M 43.657278241443954% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $88.5M $127M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 1,101 $88M
2023 1 1,471 $107M
2024 1 1,567 $127M

Nearby 401(k) Plans in Pennsylvania

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

Bergey's Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Bergey's Incorporated 401(k) Profit Sharing Plan, Total assets ($B): 0.088468582 · Participants: 1101Bergey's Incorporated 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Bergey's Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Bergey's Incorporated 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bergey's Incorporated 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hand Arendall Harrison Sale LLC Retirement Plan and Trust in AL ($88M); by covered participants it is The Harbin Clinic Profit Sharing Plan in GA (1,101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,101 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 Bergey's Incorporated 401(k) Profit Sharing Plan assets move in 2022? ▼
Bergey's Incorporated 401(k) Profit Sharing Plan pulled back noticeably - down 7.7% during 2022, from $96M to $88M. Reported net income was -$7M.
How have Bergey's Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergey's Incorporated's sponsor-wide assets grew 43.7%, from $88M to $127M.
Where does Bergey's Incorporated 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bergey's Incorporated 401(k) Profit Sharing Plan ranks in the 92nd 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 Bergey's Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hand Arendall Harrison Sale LLC Retirement Plan and Trust in AL ($88M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Bergey's Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Harbin Clinic Profit Sharing Plan in GA (1,101 participants, $257M 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 231929243.

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.