401(k) · DOL Form 5500 · 2023

Bergeson, LLP 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 18
Participants Small participant base: 59th
Percentile by assets National rank: $556,117
Avg per participant High balance/head

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Official DOL plan name: Bergeson, LLP 401(k) Plan · Sponsored by Bergeson, LLP · California · Professional & Technical Services

$10M in assets, 18 participants

Bergeson, LLP's Bergeson, LLP 401(k) Plan reported $10M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

#11,624 in Professional & Technical Services (20,321 peers)

Bergeson, LLP multi-year trail

Bergeson, LLP's plans moved +43.2% in assets from 2022 to 2024; this filing shows Bergeson, LLP 401(k) Plan at $10M / 18 participants.

#11,624
in Professional & Technical Services (20,321 peers): +23.7%
assets growth YoY

Bergeson, LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bergeson, LLP 401(k) Plan vs every filed plan by assets

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

$10,010,105 Top 41% higher than 59% 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

Bergeson, LLP 401(k) 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. Bergeson, LLP 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Bergeson, LLP 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Bergeson, LLP 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Bergeson, LLP 401(k) Plan reported participants rose from 17 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 770269682 · Bergeson, LLP PY 2023 · 401(k)

Bergeson, LLP 401(k) Plan · $10M · 18 · 59th

5500 $10M
5500 18
5500 59th
5500 401(k)
5500 near Peter's Auto Sales Profit Sharing Plan & Trust
5500 ind #11624

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 Professional & Technical Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Bergeson, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bergeson, LLP multi-year asset trail

Latest sponsor-wide plan assets: $12M 43.23147613713641% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	17	$8M
2023	1	18	$10M
2024	1	19	$12M

Bergeson, LLP filing trail (2023)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$10M
Net Income	$2M
Employer EIN	770269682
Plan Effective Date	1991-08-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Bergeson, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Bergeson, LLP 401(k) Plan side-by-side with 3 peers →

Bergeson, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Peter's Auto Sales Profit Sharing Plan & Trust in NH ($10M); by covered participants it is Philotechnics, Ltd. 401(k) Plan in TN (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Peter's Auto Sales Profit Sharing Plan & Trust (NH) $10M · 129
Aeonian LLC 401(k) Plan (VA) $10M · 105
Wilson & Martino Dental, PLLC 401(k) Profit Sharing Plan (WV) $10M · 79
Select Veal Feeds, Inc. 401(k) Profit Sharing Plan (PA) $10M · 223

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

Philotechnics, Ltd. 401(k) Plan (TN) 18 · 0 off
Rubini Enterprises, Inc. 401(k) Profit Sharing Plan (OH) 18 · 0 off
Cravens/Warren & Company 401(k) Plan (TX) 18 · 0 off
Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 18 · 0 off

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 Bergeson, LLP 401(k) Plan assets move in 2023? ▼

Bergeson, LLP 401(k) Plan grew sharply - up 23.7% during 2023, from $8M to $10M. Reported net income was $2M.

How have Bergeson, LLP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bergeson, LLP's sponsor-wide assets grew 43.2%, from $8M to $12M.

Which 401(k) plans are similar in size to Bergeson, LLP 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Peter's Auto Sales Profit Sharing Plan & Trust in NH ($10M, 129 participants).

Which 401(k) plans cover a similar participant headcount to Bergeson, LLP 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Philotechnics, Ltd. 401(k) Plan in TN (18 participants, N/A 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 770269682.