401(k) · DOL Form 5500 · 2022
Bergstrom Inc. 401(k) Plan
Data updated 2026-08-11
- $52M
- Total assets
- 463
- Participants
- 88th
- Percentile by assets
- $111,569
- Avg per participant
Official DOL plan name: Bergstrom Inc. Profit Sharing and Employee Savings Plan · Sponsored by Bergstrom Inc. · Illinois · Manufacturing
$52M in assets, 463 participants
Bergstrom Inc.'s Bergstrom Inc. Profit Sharing and Employee Savings Plan reported $52M in total assets and 463 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 139,126 plans)
- #17,029 in Manufacturing (20,602 peers)
Where Bergstrom Inc. Profit Sharing and Employee Savings Plan sits by assets
Bergstrom Inc. Profit Sharing and Employee Savings Plan sits in the top quartile of all filed plans by assets, $52M for 463 participants (~$111,569/participant), down 17.2% in 2022.
- $52M
- total plan assets (2022 EOY)
- 463
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $111,569
- avg assets per participant
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Bergstrom Inc. Profit Sharing and Employee Savings Plan sits by total assets
Bergstrom Inc. Profit Sharing and Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$51,656,286 Top 12% higher than 88% 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
Bergstrom Inc. Profit Sharing and Employee Savings Plan vs the 2022 asset distribution
By assets, Bergstrom Inc. Profit Sharing and Employee Savings Plan outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | -$11M |
| Employer EIN | 362138104 |
| Plan Effective Date | 1966-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bergstrom Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 463 | $52M |
| 2023 | 1 | 433 | $60M |
| 2024 | 1 | 453 | $64M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bergstrom Inc. Profit Sharing and Employee Savings Plan by total assets, not by location.
Frequently Asked Questions
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Scale reading
Ways to act on Bergstrom Inc. Profit Sharing and Employee Savings Plan's numbers.
- By total assets, Bergstrom Inc. Profit Sharing and Employee Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Bergstrom Inc.'s sponsor-wide assets have grown 23.3% since 2022 across 3 plan years on file. More Manufacturing plans