401(k) · DOL Form 5500 · 2023

Berg Capital Corporation 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
42
Participants Small participant base
73rd
Percentile by assets National rank
$491,953
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Berg Capital Corporation Profit Sharing Plan · Sponsored by Berg Capital Corporation · Oregon · Finance & Insurance

$21M in assets, 42 participants

Berg Capital Corporation's Berg Capital Corporation Profit Sharing Plan reported $21M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,313 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Berg Capital Corporation Profit Sharing Plan holds $21M for 42 participants - about $491,953 per participant, above the median plan by assets.

#5,313
in Finance & Insurance (8,869 peers)
+5.6%
assets growth YoY

Berg Capital Corporation Profit Sharing Plan's outsized position by total assets

Berg Capital Corporation Profit Sharing Plan vs every filed plan by assets

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

$20,662,028 Top 27% higher than 73% 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

Berg Capital Corporation Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berg Capital Corporation Profit Sharing Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berg Capital Corporation Profit Sharing Plan reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Berg Capital Corporation Profit Sharing Plan reported participants fell from 45 in the plan year 2022 filing to 42 in the plan year 2023 filing.
  • Berg Capital Corporation Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930876977 · Berg Capital Corporation PY 2023 · 401(k)

Berg Capital Corporation Profit Sharing Plan · $21M · 42 · 73rd

  • 5500 $21M
  • ASSETS 42
  • PCT 73rd
  • EIN 401(k)
  • RANK near Smith Brothers of Berne Retirement Plan
  • PHOTO ind #5313

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 Finance & Insurance retirement plans → · Plans in Oregon →

Berg Capital Corporation Profit Sharing Plan in the asset neighbourhood

Berg Capital Corporation Profit Sharing PlanBerg Capital Corporation Pro…$21MSmith Brothers of Berne Retirement PlanSmith Brothers of Berne Reti…$21MFlashpoint 401(k) Retirement Plan and TrustFlashpoint 401(k) Retirement…$21MAllpro Corporation 401(k) Retirement PlanAllpro Corporation 401(k) Re…$21MJewish Family Service of San Diego Flexible Contribution Retirement PlanJewish Family Service of San…$21M
End-of-year total assets ($M) among Berg Capital Corporation Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$1M
Employer EIN930876977
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berg Capital Corporation)

Sponsor-wide plan assets over time

All Berg Capital Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$21M 6.637356782330807% vs 2022
2024 filing year
$19M$19.5M$20M$20.5M$21M 202220232024 $19.6M $20.9M ▲ +6.6%
Year Plans Participants Total Assets
2022 1 45 $20M
2023 1 42 $21M
2024 1 49 $21M

Nearby 401(k) Plans in Oregon

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

Berg Capital Corporation Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Berg Capital Corporation Profit Sharing Plan, Total assets ($B): 0.020662028 · Participants: 42Berg Capital Corporation Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Berg Capital Corporation Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Berg Capital Corporation Profit Sharing Plan side-by-side with 3 peers →

Berg Capital Corporation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Smith Brothers of Berne Retirement Plan in IN ($21M); by covered participants it is Rodriguez Hidalgo Retirement Plan in PR (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Berg Capital Corporation Profit Sharing Plan assets move in 2023? ▼
Berg Capital Corporation Profit Sharing Plan grew at a solid clip - up 5.6% during 2023, from $20M to $21M. Reported net income was $1M.
How have Berg Capital Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berg Capital Corporation's sponsor-wide assets grew 6.6%, from $20M to $21M.
Which 401(k) plans are similar in size to Berg Capital Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smith Brothers of Berne Retirement Plan in IN ($21M, 564 participants).
Which 401(k) plans cover a similar participant headcount to Berg Capital Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rodriguez Hidalgo Retirement Plan in PR (42 participants, $2M 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 930876977.

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.