401(k) · DOL Form 5500 · 2022
Bergey's Incorporated 401(k) Plan
Data updated 2026-08-11
- $88M
- Total assets
- 1,101
- Participants
- 92nd
- Percentile by assets
- $80,353
- Avg per participant
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.
- 92nd percentile by assets (of 139,126 plans)
- #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.
- $88M
- total plan assets (2022 EOY)
- 1,101
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $80,353
- avg assets per participant
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.
Where Bergey's Incorporated 401(k) Profit Sharing Plan sits 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
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 vs the 2022 asset distribution
By assets, Bergey's Incorporated 401(k) Profit Sharing Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $96M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | -$7M |
| Employer EIN | 231929243 |
| Plan Effective Date | 1991-05-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bergey's Incorporated)
| 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
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bergey's Incorporated 401(k) Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Bergey's Incorporated 401(k) Profit Sharing Plan's numbers.
- By total assets, Bergey's Incorporated 401(k) Profit Sharing 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 Pennsylvania. Compare plans
- Bergey's Incorporated's sponsor-wide assets have grown 43.7% since 2022 across 3 plan years on file. More Retail Trade plans