401(k) · DOL Form 5500 · 2022

Bergstrom Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
463
Participants Below avg headcount
88th
Percentile by assets National rank
$111,569
Avg per participant Below avg balance/head
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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.

  • #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.

#17,029
in Manufacturing (20,602 peers)
-17.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

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.

Bergstrom Inc. Profit Sharing and Employee Savings Plan's outsized position 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

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

Bergstrom Inc. Profit Sharing and Employee Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bergstrom Inc. Profit Sharing and Employee Savings Plan sits mid-pack in the medium band (463 participants).

EBSA filing schedule strip

Filing strip 362138104 · Bergstrom Inc. PY 2022 · 401(k)

Bergstrom Inc. Profit Sharing and Employee Savings Plan · $52M · 463 · 88th

  • PCT $52M
  • PCT 463
  • PCT 88th
  • PCT 401(k)
  • PCT near Universal Avionics Systems Corporation 401(k) Profit Sharing Plan
  • PCT ind #17029

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 Manufacturing retirement plans → · Plans in Illinois →

Bergstrom Inc. Profit Sharing and Employee Savings Plan in the asset neighbourhood

Tellepsen Corporation 401(k) & Retirement PlanTellepsen Corporation 401(k)…$52MBergstrom Inc. Profit Sharing and Employee Savings PlanBergstrom Inc. Profit Sharin…$52MUniversal Avionics Systems Corporation 401(k) Profit Sharing PlanUniversal Avionics Systems C…$52MThe Langdale Company Retirement Savings PlanThe Langdale Company Retirem…$52MSilverstein Properties, Inc. 401(k) Retirement PlanSilverstein Properties, Inc.…$52M
End-of-year total assets ($M) among Bergstrom Inc. Profit Sharing and Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$52M
Net Income-$11M
Employer EIN362138104
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bergstrom Inc.)

Sponsor-wide plan assets over time

All Bergstrom Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 23.327478479579426% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $51.7M $63.7M ▲ +23.3%
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.

Bergstrom Inc. Profit Sharing and Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Bergstrom Inc. Profit Sharing and Employee Savings Plan, Total assets ($B): 0.051656286 · Participants: 463Bergstrom Inc. Profit Sharing and Employee Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Bergstrom Inc. Profit Sharing and Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Bergstrom Inc. Profit Sharing and Employee Savings Plan side-by-side with 3 peers →

Bergstrom Inc. Profit Sharing and Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Universal Avionics Systems Corporation 401(k) Profit Sharing Plan in AZ ($52M); by covered participants it is Mitsui Kinzoku North American 401(k) Retirement Plan in IN (463 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (463 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 Bergstrom Inc. Profit Sharing and Employee Savings Plan assets move in 2022? ▼
Bergstrom Inc. Profit Sharing and Employee Savings Plan declined sharply - down 17.2% during 2022, from $62M to $52M. Reported net income was -$11M.
How have Bergstrom Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergstrom Inc.'s sponsor-wide assets grew 23.3%, from $52M to $64M.
Where does Bergstrom Inc. Profit Sharing and Employee Savings Plan rank by assets among Form 5500 filers? ▼
Bergstrom Inc. Profit Sharing and Employee Savings Plan ranks in the 88th 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 Bergstrom Inc. Profit Sharing and Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Universal Avionics Systems Corporation 401(k) Profit Sharing Plan in AZ ($52M, 317 participants).
Which 401(k) plans cover a similar participant headcount to Bergstrom Inc. Profit Sharing and Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mitsui Kinzoku North American 401(k) Retirement Plan in IN (463 participants, $33M 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 362138104.

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.