401(k) · DOL Form 5500 · 2023
Bell Ford, Inc. 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 832
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $41,025
- Avg per participant Low balance/head
Official DOL plan name: The Berge Group Retirement Savings Plan · Sponsored by Bell Ford, Inc. · Arizona · Retail Trade
$34M in assets, 832 participants
Bell Ford, Inc.'s The Berge Group Retirement Savings Plan reported $34M in total assets and 832 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #7,486 in Retail Trade (8,414 peers)
Where The Berge Group Retirement Savings Plan sits by assets
The Berge Group Retirement Savings Plan sits in the top quartile of all filed plans by assets, $34M for 832 participants (~$41,025/participant), up 16.5% in 2023.
- #7,486
- in Retail Trade (8,414 peers)
- +16.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Berge Group Retirement Savings Plan's outsized position by total assets
The Berge Group Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,132,670 Top 19% higher than 81% 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
The Berge Group Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Berge Group Retirement Savings Plan sits mid-pack in the medium band (832 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Berge Group Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- The Berge Group Retirement Savings Plan reported participants fell from 1,184 in the plan year 2022 filing to 832 in the plan year 2023 filing.
- The Berge Group Retirement Savings Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 860372486 · Bell Ford, Inc. PY 2023 · 401(k)
The Berge Group Retirement Savings Plan · $34M · 832 · 81st
- EOY $34M
- EOY 832
- EOY 81st
- EOY 401(k)
- EOY near Doka USA, Ltd. 401(k) Plan
- EOY ind #7486
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 Arizona →
The Berge Group Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $5M |
| Employer EIN | 860372486 |
| Plan Effective Date | 1980-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bell Ford, Inc.)
Sponsor-wide plan assets over time
All Bell Ford, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 34.016736417386326% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,184 | $29M |
| 2023 | 1 | 832 | $34M |
| 2024 | 1 | 789 | $39M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
The Berge Group Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Doka USA, Ltd. 401(k) Plan in NJ ($34M); by covered participants it is Gsc Enterprises, Inc 401(k) Plan in TX (832 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Doka USA, Ltd. 401(k) Plan (NJ) $34M · 464
- First Federal Savings Bank 401(k) Profit Sharing Plan (ID) $34M · 300
- United Health Centers of the San Joaquin Valley, Inc. 401(k) Profit Sharing Plan (CA) $34M · 870
- Mvt 401(k) Plan (NM) $34M · 2,717
Similar participant headcount
Nearest other-state filings by covered participants (832 participants); asset peers above are excluded.
- Gsc Enterprises, Inc 401(k) Plan (TX) 832 · 0 off
- Hmh 401(k) Savings Plan - Humc & Pmc Grandfathered Participants (NJ) 832 · 0 off
- Butler Machinery Company Retirement Plan (ND) 832 · 0 off
- Shentel Management Company 401(k) Retirement Plan (VA) 832 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.