401(k) · DOL Form 5500 · 2023

Bergstrom Corporation, Inc. 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
1,633
Participants Near avg headcount
90th
Percentile by assets National rank
$52,928
Avg per participant Low balance/head
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Official DOL plan name: Bergstrom Corporation 401(k) Plan · Sponsored by Bergstrom Corporation, Inc. · Wisconsin · Retail Trade

$86M in assets, 1,633 participants

Bergstrom Corporation, Inc.'s Bergstrom Corporation 401(k) Plan reported $86M in total assets and 1,633 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,962 in Retail Trade (8,414 peers)

Coverage in Wisconsin

Bergstrom Corporation 401(k) Plan covers 1,633 participants in Wisconsin, 2.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $86M.

#7,962
in Retail Trade (8,414 peers)
+24.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Bergstrom Corporation 401(k) Plan's outsized position by total assets

Bergstrom Corporation 401(k) Plan vs every filed plan by assets

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

$86,431,655 Top 10% higher than 90% 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

Bergstrom Corporation 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bergstrom Corporation 401(k) Plan lands in the large band (1,633 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bergstrom Corporation 401(k) Plan reported net income rose from -$15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Bergstrom Corporation 401(k) Plan end-of-year assets rose from $70M in the plan year 2022 filing to $86M in the plan year 2023 filing.
  • Bergstrom Corporation 401(k) Plan reported participants rose from 1,579 in the plan year 2022 filing to 1,633 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391202572 · Bergstrom Corporation, Inc. PY 2023 · 401(k)

Bergstrom Corporation 401(k) Plan · $86M · 1,633 · 90th

  • EOY $86M
  • EOY 1,633
  • EOY 90th
  • EOY 401(k)
  • EOY near Kosmos Energy 401(k) Plan
  • EOY ind #7962

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 Wisconsin →

Bergstrom Corporation 401(k) Plan in the asset neighbourhood

Bergstrom Corporation 401(k) PlanBergstrom Corporation 401(k)…$86MKosmos Energy 401(k) Plan$86MAnderson Trucking Service, Inc. Profit Sharing and 401(k) PlanAnderson Trucking Service, I…$86MArtivion, Inc. Profit Sharing 401(k) PlanArtivion, Inc. Profit Sharin…$86MMonotype Imaging Inc. Employee Savings PlanMonotype Imaging Inc. Employ…$86M
End-of-year total assets ($M) among Bergstrom Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$86M
Net Income$17M
Employer EIN391202572
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bergstrom Corporation, Inc.)

Sponsor-wide plan assets over time

All Bergstrom Corporation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 52.15644935888671% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $69.6M $106M ▲ +52.2%
Year Plans Participants Total Assets
2022 1 1,579 $70M
2023 1 1,633 $86M
2024 1 2,189 $106M

Nearby 401(k) Plans in Wisconsin

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

Bergstrom Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Bergstrom Corporation 401(k) Plan, Total assets ($B): 0.086431655 · Participants: 1633Bergstrom Corporation 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Bergstrom Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bergstrom Corporation 401(k) Plan side-by-side with 3 peers →

Bergstrom Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Kosmos Energy 401(k) Plan in TX ($86M); by covered participants it is Athene Savings & Retirement Plan in IA (1,633 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,633 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 Bergstrom Corporation 401(k) Plan assets move in 2023? ▼
Bergstrom Corporation 401(k) Plan grew sharply - up 24.2% during 2023, from $70M to $86M. Reported net income was $17M.
How have Bergstrom Corporation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergstrom Corporation, Inc.'s sponsor-wide assets grew 52.2%, from $70M to $106M.
Where does Bergstrom Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Bergstrom Corporation 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bergstrom Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kosmos Energy 401(k) Plan in TX ($86M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Bergstrom Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Athene Savings & Retirement Plan in IA (1,633 participants, $294M 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 391202572.

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.