401(k) · DOL Form 5500 · 2023
Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $329,512
- Avg per participant High balance/head
Official DOL plan name: Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan · Sponsored by Bergstrom Enterprises, Inc. Dba Northwest Homes · California · Construction
$3M in assets, 8 participants
Bergstrom Enterprises, Inc. Dba Northwest Homes's Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #2,870 in Construction (9,030 peers)
Bergstrom Enterprises, Inc. Dba Northwest Homes multi-year trail
Bergstrom Enterprises, Inc. Dba Northwest Homes's plans moved +29.4% in assets from 2022 to 2024; this filing shows Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan at $3M / 8 participants.
- #2,870
- in Construction (9,030 peers)
- +11.0%
- assets growth YoY
Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers
Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,636,097 34th percentile higher than 34% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing 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. Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan reported net income rose from -$26K in the plan year 2022 filing to $261K in the plan year 2023 filing.
- Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.
- Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 943300033 · Bergstrom Enterprises, Inc. Dba Northwest Homes PY 2023 · 401(k)
Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan · $3M · 8 · 34th
- ASSETS $3M
- ASSETS 8
- ASSETS 34th
- ASSETS 401(k)
- ASSETS near Sojitz De Puerto Rico Corporation 1165(e) Plan
- ASSETS ind #2870
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 Construction retirement plans → · Plans in California →
Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan in the asset neighbourhood
Bergstrom Enterprises, Inc. Dba Northwest Homes multi-year asset trail
Sponsor-wide plan assets over time
All Bergstrom Enterprises, Inc. Dba Northwest Homes plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 29.42306461716703% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $2M |
| 2023 | 1 | 8 | $3M |
| 2024 | 1 | 6 | $3M |
Bergstrom Enterprises, Inc. Dba Northwest Homes filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $261K |
| Employer EIN | 943300033 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Sojitz De Puerto Rico Corporation 1165(e) Plan in PR ($3M); by covered participants it is Culshaw & Company LLC Employee Savings Plan in OR (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.