401(k) · DOL Form 5500 · 2022

Berglund Management Group 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
435
Participants Below avg headcount
70th
Percentile by assets National rank
$30,569
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Berglund Management Group, Inc. 401(k) Plan · Sponsored by Berglund Management Group · Virginia · Retail Trade

$13M in assets, 435 participants

Berglund Management Group's Berglund Management Group, Inc. 401(k) Plan reported $13M in total assets and 435 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #7,698 in Retail Trade (9,519 peers)

Berglund Management Group multi-year trail

Berglund Management Group's plans moved +26.4% in assets from 2022 to 2024; this filing shows Berglund Management Group, Inc. 401(k) Plan at $13M / 435 participants.

#7,698
in Retail Trade (9,519 peers)
-14.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berglund Management Group, Inc. 401(k) Plan's outsized position by total assets

Berglund Management Group, Inc. 401(k) Plan vs every filed plan by assets

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

$13,297,588 Top 30% higher than 70% 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

Berglund Management Group, Inc. 401(k) 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. Berglund Management Group, Inc. 401(k) Plan sits mid-pack in the medium band (435 participants).

Form 5500 schedule snapshot

Filing strip 541375337 · Berglund Management Group PY 2022 · 401(k)

Berglund Management Group, Inc. 401(k) Plan · $13M · 435 · 70th

  • TYPE $13M
  • TYPE 435
  • TYPE 70th
  • TYPE 401(k)
  • TYPE near Kuna Meat Company, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #7698

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 Virginia →

Berglund Management Group, Inc. 401(k) Plan in the asset neighbourhood

Berglund Management Group, Inc. 401(k) PlanBerglund Management Group, I…$13MKuna Meat Company, Inc. 401(k) Profit Sharing PlanKuna Meat Company, Inc. 401(…$13MWheeler Consolidated, Inc. Profit Sharing and Savings PlanWheeler Consolidated, Inc. P…$13MCommunity Bancshares 401(k) PlanCommunity Bancshares 401(k) …$13MNfl Players Inc. Profit Sharing 401(k) Plan and TrustNfl Players Inc. Profit Shar…$13M
End-of-year total assets ($M) among Berglund Management Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Berglund Management Group multi-year asset trail

Sponsor-wide plan assets over time

All Berglund Management Group plans reported in each filing year

Latest sponsor-wide plan assets
$17M 26.3884548084961% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.3M $16.8M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 435 $13M
2023 1 400 $14M
2024 1 412 $17M

Berglund Management Group filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN541375337
Plan Effective Date1987-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Berglund Management Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Berglund Management Group, Inc. 401(k) Plan, Total assets ($B): 0.013297588 · Participants: 435Berglund Management Group, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Berglund Management Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Berglund Management Group, Inc. 401(k) Plan side-by-side with 3 peers →

Berglund Management Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Kuna Meat Company, Inc. 401(k) Profit Sharing Plan in IL ($13M); by covered participants it is Flat Rock Metal Inc 401(k) Retirement Savings Plan in MI (435 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (435 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 Berglund Management Group, Inc. 401(k) Plan assets move in 2022? ▼
Berglund Management Group, Inc. 401(k) Plan pulled back noticeably - down 14.7% during 2022, from $16M to $13M. Reported net income was -$2M.
How have Berglund Management Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berglund Management Group's sponsor-wide assets grew 26.4%, from $13M to $17M.
Which 401(k) plans are similar in size to Berglund Management Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kuna Meat Company, Inc. 401(k) Profit Sharing Plan in IL ($13M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Berglund Management Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flat Rock Metal Inc 401(k) Retirement Savings Plan in MI (435 participants, $26M 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 541375337.

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.