401(k) · DOL Form 5500 · 2023

Bergaila & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
94
Participants Small participant base
31st
Percentile by assets National rank
$21,957
Avg per participant Low balance/head
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Official DOL plan name: Bergaila & Associates, Inc. 401(k) Plan and Trust · Sponsored by Bergaila & Associates, Inc. · Texas · Professional & Technical Services

$2M in assets, 94 participants

Bergaila & Associates, Inc.'s Bergaila & Associates, Inc. 401(k) Plan and Trust reported $2M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,465 in Professional & Technical Services (20,321 peers)

2023 asset change

Bergaila & Associates, Inc. 401(k) Plan and Trust grew at a solid clip 11.7% in 2023 ($2M → $2M) for 94 participants.

#5,465
in Professional & Technical Services (20,321 peers)
+11.7%
assets growth YoY

Bergaila & Associates, Inc. 401(k) Plan and Trust among the smaller filed plans by assets

Bergaila & Associates, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$2,063,983 31st percentile higher than 31% 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

Bergaila & Associates, Inc. 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bergaila & Associates, Inc. 401(k) Plan and Trust is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bergaila & Associates, Inc. 401(k) Plan and Trust reported net income rose from -$410K in the plan year 2022 filing to $216K in the plan year 2023 filing.
  • Bergaila & Associates, Inc. 401(k) Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bergaila & Associates, Inc. 401(k) Plan and Trust reported participants rose from 90 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 760215121 · Bergaila & Associates, Inc. PY 2023 · 401(k)

Bergaila & Associates, Inc. 401(k) Plan and Trust · $2M · 94 · 31st

  • BOY $2M
  • BOY 94
  • BOY 31st
  • BOY 401(k)
  • BOY near Alard Equipment Corporation Profit Sharing & Savings Plan
  • BOY ind #5465

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 Professional & Technical Services retirement plans → · Plans in Texas →

Bergaila & Associates, Inc. 401(k) Plan and Trust in the asset neighbourhood

Bergaila & Associates, Inc. 401(k) Plan and TrustBergaila & Associates, Inc. …$2MAlard Equipment Corporation Profit Sharing & Savings PlanAlard Equipment Corporation …$2MInland Psychiatric Medical Group 401(k) PlanInland Psychiatric Medical G…$2MC. Keith Henderson Profit Sharing TrustC. Keith Henderson Profit Sh…$2MTucson Dermatology, Ltd. Profit Sharing PlanTucson Dermatology, Ltd. Pro…$2M
End-of-year total assets ($M) among Bergaila & Associates, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bergaila & Associates, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Bergaila & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.072375414311415% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.85M $1.77M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 90 $2M
2023 1 94 $2M
2024 1 57 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$216K
Employer EIN760215121
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Bergaila & Associates, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Bergaila & Associates, Inc. 401(k) Plan and Trust, Total assets ($B): 0.002063983 · Participants: 94Bergaila & Associates, Inc. 401(k) Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Bergaila & Associates, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Bergaila & Associates, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Bergaila & Associates, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Alard Equipment Corporation Profit Sharing & Savings Plan in NY ($2M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Bergaila & Associates, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Bergaila & Associates, Inc. 401(k) Plan and Trust grew at a solid clip - up 11.7% during 2023, from $2M to $2M. Reported net income was $216K.
How have Bergaila & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergaila & Associates, Inc.'s sponsor-wide assets declined 4.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Bergaila & Associates, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Alard Equipment Corporation Profit Sharing & Savings Plan in NY ($2M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Bergaila & Associates, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M 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 760215121.

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.