401(k) · DOL Form 5500 · 2023

Michael H. Bergman, Clu 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$601,826
Avg per participant High balance/head
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Official DOL plan name: Michael H. Bergman, Clu Pension Plan · Sponsored by Michael H. Bergman, Clu · Connecticut · Finance & Insurance

$1M in assets, 2 participants

Michael H. Bergman, Clu's Michael H. Bergman, Clu Pension Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,464 in Finance & Insurance (8,869 peers)

Michael H. Bergman, Clu multi-year trail

Michael H. Bergman, Clu's plans moved +12.8% in assets from 2022 to 2023; this filing shows Michael H. Bergman, Clu Pension Plan at $1M / 2 participants.

#1,464
in Finance & Insurance (8,869 peers)
+12.8%
assets growth YoY

Michael H. Bergman, Clu Pension Plan among the smaller filed plans by assets

Michael H. Bergman, Clu Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,203,651 25th percentile higher than 25% of 127,068 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 2023

Michael H. Bergman, Clu Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael H. Bergman, Clu Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Michael H. Bergman, Clu Pension Plan reported net income rose from -$118K in the plan year 2022 filing to $136K in the plan year 2023 filing.
  • Michael H. Bergman, Clu Pension Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 223809022 · Michael H. Bergman, Clu PY 2023 · 401(k)

Michael H. Bergman, Clu Pension Plan · $1M · 2 · 25th

  • PART $1M
  • PART 2
  • PART 25th
  • PART 401(k)
  • PART near Plan De Retiro Ediciones Sm
  • PART ind #1464

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Michael H. Bergman, Clu Pension Plan in the asset neighbourhood

Michael H. Bergman, Clu Pension PlanMichael H. Bergman, Clu Pens…$1MPlan De Retiro Ediciones Sm$1MGt & T Corporation 401(k) PlanGt & T Corporation 401(k) Pl…$1MEvolve Services, Inc. 401(k) PlanEvolve Services, Inc. 401(k)…$1MTransitions of Augusta, PC 401(k) Profit Sharing PlanTransitions of Augusta, PC 4…$1M
End-of-year total assets ($M) among Michael H. Bergman, Clu Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michael H. Bergman, Clu multi-year asset trail

Sponsor-wide plan assets over time

All Michael H. Bergman, Clu plans reported in each filing year

Latest sponsor-wide plan assets
$1M 12.775637896480548% vs 2022
2023 filing year
$1.05M$1.1M$1.15M$1.2M$1.25M 20222023 $1.07M $1.2M ▲ +12.1%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M

Michael H. Bergman, Clu filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$136K
Employer EIN223809022
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Michael H. Bergman, Clu Pension Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Michael H. Bergman, Clu Pension Plan, Total assets ($B): 0.001203651 · Participants: 2Michael H. Bergman, Clu Pension PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Michael H. Bergman, Clu Pension Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Michael H. Bergman, Clu Pension Plan side-by-side with 3 peers →

Michael H. Bergman, Clu Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Plan De Retiro Ediciones Sm in PR ($1M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Michael H. Bergman, Clu Pension Plan assets move in 2023? ▼
Michael H. Bergman, Clu Pension Plan grew at a solid clip - up 12.8% during 2023, from $1M to $1M. Reported net income was $136K.
How have Michael H. Bergman, Clu plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Michael H. Bergman, Clu's sponsor-wide assets grew 12.8%, from $1M to $1M.
Where does Michael H. Bergman, Clu Pension Plan rank by assets among Form 5500 filers? ▼
Michael H. Bergman, Clu Pension Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Michael H. Bergman, Clu Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plan De Retiro Ediciones Sm in PR ($1M, 49 participants).
Which 401(k) plans cover a similar participant headcount to Michael H. Bergman, Clu Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 223809022.

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.