401(k) · DOL Form 5500 · 2023

Bergstrom Operating Company, Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
166
Participants Small participant base
44th
Percentile by assets National rank
$30,099
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Thornton & Grooms Retirement Plan · Sponsored by Bergstrom Operating Company, Inc · Michigan · Construction

$5M in assets, 166 participants

Bergstrom Operating Company, Inc's Thornton & Grooms Retirement Plan reported $5M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,840 in Construction (9,030 peers)

Coverage in Michigan

Thornton & Grooms Retirement Plan covers 166 participants in Michigan, about 26% of the average Michigan filer (state average ~638 per filing). Assets: $5M.

#3,840
in Construction (9,030 peers)
+35.6%
assets growth YoY

Thornton & Grooms Retirement Plan's mid-pack asset rank among Construction and all filers

Thornton & Grooms Retirement Plan vs every filed plan by assets

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

$4,996,427 44th percentile higher than 44% 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

Thornton & Grooms Retirement 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. Thornton & Grooms Retirement Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Thornton & Grooms Retirement Plan reported net income rose from $20K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Thornton & Grooms Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Thornton & Grooms Retirement Plan reported participants rose from 135 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061730468 · Bergstrom Operating Company, Inc PY 2023 · 401(k)

Thornton & Grooms Retirement Plan · $5M · 166 · 44th

  • EBSA $5M
  • EBSA 166
  • EBSA 44th
  • EBSA 401(k)
  • EBSA near Sphero Retirement Savings Plan
  • EBSA ind #3840

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 Construction retirement plans → · Plans in Michigan →

Thornton & Grooms Retirement Plan in the asset neighbourhood

Thornton & Grooms Retirement PlanThornton & Grooms Retirement…$5MSphero Retirement Savings PlanSphero Retirement Savings Pl…$5MBob Stall Chevrolet 401(k) PlanBob Stall Chevrolet 401(k) P…$5M3rd East Auto Parts, Inc. 401(k) Plan3rd East Auto Parts, Inc. 40…$5MMoose Productions Inc 401(k) Profit Sharing PlanMoose Productions Inc 401(k)…$5M
End-of-year total assets ($M) among Thornton & Grooms Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN061730468
Plan Effective Date2005-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Bergstrom Operating Company, Inc)

Sponsor-wide plan assets over time

All Bergstrom Operating Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 64.31548893414977% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.69M $6.06M ▲ +64.2%
Year Plans Participants Total Assets
2022 1 135 $4M
2023 1 166 $5M
2024 1 197 $6M

Nearby 401(k) Plans in Michigan

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

Thornton & Grooms Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Thornton & Grooms Retirement Plan, Total assets ($B): 0.004996427 · Participants: 166Thornton & Grooms Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Thornton & Grooms Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Thornton & Grooms Retirement Plan side-by-side with 3 peers →

Thornton & Grooms Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Sphero Retirement Savings Plan in TX ($5M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Thornton & Grooms Retirement Plan assets move in 2023? ▼
Thornton & Grooms Retirement Plan surged - up 35.6% during 2023, from $4M to $5M. Reported net income was $1M.
How have Bergstrom Operating Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergstrom Operating Company, Inc's sponsor-wide assets grew 64.3%, from $4M to $6M.
Which 401(k) plans are similar in size to Thornton & Grooms Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sphero Retirement Savings Plan in TX ($5M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Thornton & Grooms Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 061730468.

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.