Profit Sharing · DOL Form 5500 · 2023

Bertram Electric, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
26th
Percentile by assets National rank
$132,151
Avg per participant Near avg balance/head
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Official DOL plan name: Bertram Electric Inc. Profit Sharing Plan · Sponsored by Bertram Electric, Inc. · Minnesota · Construction

$1M in assets, 10 participants

Bertram Electric, Inc.'s Bertram Electric Inc. Profit Sharing Plan reported $1M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,173 in Construction (9,030 peers)

Bertram Electric, Inc. multi-year trail

Bertram Electric, Inc.'s plans moved +70.3% in assets from 2022 to 2024; this filing shows Bertram Electric Inc. Profit Sharing Plan at $1M / 10 participants.

#2,173
in Construction (9,030 peers)
+40.2%
assets growth YoY

Bertram Electric Inc. Profit Sharing Plan among the smaller filed plans by assets

Bertram Electric Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,321,510 26th percentile higher than 26% 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

Bertram Electric Inc. 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. Bertram Electric Inc. Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bertram Electric Inc. Profit Sharing Plan reported net income rose from -$574K in the plan year 2022 filing to $379K in the plan year 2023 filing.
  • Bertram Electric Inc. Profit Sharing Plan end-of-year assets rose from $943K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411354836 · Bertram Electric, Inc. PY 2023 · Profit Sharing

Bertram Electric Inc. Profit Sharing Plan · $1M · 10 · 26th

  • NET $1M
  • NET 10
  • NET 26th
  • NET Profit Sharing
  • NET near Temple Education Support Services Defined Contribution Retirement Plan
  • NET ind #2173

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 Minnesota →

Bertram Electric Inc. Profit Sharing Plan in the asset neighbourhood

Bertram Electric Inc. Profit Sharing PlanBertram Electric Inc. Profit…$1MTemple Education Support Services Defined Contribution Retirement PlanTemple Education Support Ser…$1MTodd P. Young Employees' Profit Sharing Plan and TrustTodd P. Young Employees' Pro…$1MMountain View Eye Center, PC 401(k) PlanMountain View Eye Center, PC…$1MM. Edwin Davis, M.D., P.C. Profit Sharing PlanM. Edwin Davis, M.D., P.C. P…$1M
End-of-year total assets ($M) among Bertram Electric Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bertram Electric, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bertram Electric, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 70.30039422565999% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.94M $1.61M ▲ +71.3%
Year Plans Participants Total Assets
2022 1 10 $943K
2023 1 10 $1M
2024 1 11 $2M

Bertram Electric, Inc. filing trail (2023)

Total Assets (Beginning of Year)$943K
Net Assets (End of Year)$1M
Net Income$379K
Employer EIN411354836
Plan Effective Date1987-03-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Minnesota

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bertram Electric Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Bertram Electric Inc. Profit Sharing Plan, Total assets ($B): 0.00132151 · Participants: 10Bertram Electric Inc. Profit Sharing PlanEssentia Health Retirement Plan, Total assets ($B): 1.947015983 · Participants: 15491Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.617374084 · Participants: 6062Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.905961651 · Participants: 9417Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.609806339 · Participants: 4828Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.510990463 · Participants: 19870Cargill Employee Retirement Account Plan
Bertram Electric Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Bertram Electric Inc. Profit Sharing Plan side-by-side with 3 peers →

Bertram Electric Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Temple Education Support Services Defined Contribution Retirement Plan in PA ($1M); by covered participants it is Dibs Co. Retirement Plan in MA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Bertram Electric Inc. Profit Sharing Plan assets move in 2023? ▼
Bertram Electric Inc. Profit Sharing Plan surged - up 40.2% during 2023, from $943K to $1M. Reported net income was $379K.
How have Bertram Electric, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bertram Electric, Inc.'s sponsor-wide assets grew 70.3%, from $943K to $2M.
Which Profit Sharing plans are similar in size to Bertram Electric Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Temple Education Support Services Defined Contribution Retirement Plan in PA ($1M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Bertram Electric Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dibs Co. Retirement Plan in MA (10 participants, $348K 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 411354836.

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.