401(k) · DOL Form 5500 · 2023

Bergey's Incorporated 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
1,471
Participants Near avg headcount
92nd
Percentile by assets National rank
$72,494
Avg per participant Below avg balance/head
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Official DOL plan name: Bergey's Incorporated 401(k) Profit Sharing Plan · Sponsored by Bergey's Incorporated · Pennsylvania · Retail Trade

$107M in assets, 1,471 participants

Bergey's Incorporated's Bergey's Incorporated 401(k) Profit Sharing Plan reported $107M in total assets and 1,471 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,017 in Retail Trade (8,414 peers)

Where Bergey's Incorporated 401(k) Profit Sharing Plan sits by assets

Bergey's Incorporated 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $107M for 1,471 participants (~$72,494/participant), up 20.5% in 2023.

#8,017
in Retail Trade (8,414 peers)
+20.5%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Bergey's Incorporated 401(k) Profit Sharing Plan's outsized position by total assets

Bergey's Incorporated 401(k) Profit Sharing Plan vs every filed plan by assets

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

$106,638,445 Top 8% higher than 92% 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

Bergey's Incorporated 401(k) Profit Sharing 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. Bergey's Incorporated 401(k) Profit Sharing Plan lands in the large band (1,471 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bergey's Incorporated 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Bergey's Incorporated 401(k) Profit Sharing Plan reported participants rose from 1,101 in the plan year 2022 filing to 1,471 in the plan year 2023 filing.
  • Bergey's Incorporated 401(k) Profit Sharing Plan end-of-year assets rose from $88M in the plan year 2022 filing to $107M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231929243 · Bergey's Incorporated PY 2023 · 401(k)

Bergey's Incorporated 401(k) Profit Sharing Plan · $107M · 1,471 · 92nd

  • EBSA $107M
  • EBSA 1,471
  • EBSA 92nd
  • EBSA 401(k)
  • EBSA near Hoshizaki USA Holdings, Inc. Retirement Plan
  • EBSA ind #8017

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 Pennsylvania →

Bergey's Incorporated 401(k) Profit Sharing Plan in the asset neighbourhood

Anesthesia Services, P.a. 401(k) Profit Sharing PlanAnesthesia Services, P.a. 40…$107MGenus 401(k) Plan$107MBergey's Incorporated 401(k) Profit Sharing PlanBergey's Incorporated 401(k)…$107MHoshizaki USA Holdings, Inc. Retirement PlanHoshizaki USA Holdings, Inc.…$107MMidwest Teamsters Member 401(k) PlanMidwest Teamsters Member 401…$107M
End-of-year total assets ($M) among Bergey's Incorporated 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$107M
Net Income$18M
Employer EIN231929243
Plan Effective Date1991-05-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Bergey's Incorporated)

Sponsor-wide plan assets over time

All Bergey's Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$127M 43.657278241443954% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $88.5M $127M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 1,101 $88M
2023 1 1,471 $107M
2024 1 1,567 $127M

Nearby 401(k) Plans in Pennsylvania

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

Bergey's Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Bergey's Incorporated 401(k) Profit Sharing Plan, Total assets ($B): 0.106638445 · Participants: 1471Bergey's Incorporated 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Bergey's Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Bergey's Incorporated 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bergey's Incorporated 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hoshizaki USA Holdings, Inc. Retirement Plan in GA ($107M); by covered participants it is Member Solutions 401(k) in FL (1,471 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,471 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 Bergey's Incorporated 401(k) Profit Sharing Plan assets move in 2023? ▼
Bergey's Incorporated 401(k) Profit Sharing Plan grew sharply - up 20.5% during 2023, from $88M to $107M. Reported net income was $18M.
How have Bergey's Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergey's Incorporated's sponsor-wide assets grew 43.7%, from $88M to $127M.
Where does Bergey's Incorporated 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bergey's Incorporated 401(k) Profit Sharing Plan ranks in the 92nd 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 Bergey's Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hoshizaki USA Holdings, Inc. Retirement Plan in GA ($107M, 1,996 participants).
Which 401(k) plans cover a similar participant headcount to Bergey's Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Member Solutions 401(k) in FL (1,471 participants, $21M 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 231929243.

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.