401(k) · DOL Form 5500 · 2023

Bergmeyer Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
121
Participants Small participant base
64th
Percentile by assets National rank
$104,131
Avg per participant Below avg balance/head
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Official DOL plan name: Bergmeyer Associates, Inc. 401(k) Plan · Sponsored by Bergmeyer Associates, Inc. · Massachusetts · Professional & Technical Services

$13M in assets, 121 participants

Bergmeyer Associates, Inc.'s Bergmeyer Associates, Inc. 401(k) Plan reported $13M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,742 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Bergmeyer Associates, Inc. 401(k) Plan covers 121 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#12,742
in Professional & Technical Services (20,321 peers)
+17.6%
assets growth YoY

Bergmeyer Associates, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bergmeyer Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$12,599,875 Top 36% higher than 64% 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

Bergmeyer Associates, Inc. 401(k) 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. Bergmeyer Associates, Inc. 401(k) Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bergmeyer Associates, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bergmeyer Associates, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Bergmeyer Associates, Inc. 401(k) Plan reported participants rose from 107 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042557775 · Bergmeyer Associates, Inc. PY 2023 · 401(k)

Bergmeyer Associates, Inc. 401(k) Plan · $13M · 121 · 64th

  • PART $13M
  • PART 121
  • PART 64th
  • PART 401(k)
  • PART near Steel Warehouse Co LLC 401(k) Plan for Bargaining Employees
  • PART ind #12742

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 Massachusetts →

Bergmeyer Associates, Inc. 401(k) Plan in the asset neighbourhood

Bergmeyer Associates, Inc. 401(k) PlanBergmeyer Associates, Inc. 4…$13MSteel Warehouse Co LLC 401(k) Plan for Bargaining EmployeesSteel Warehouse Co LLC 401(k…$13MKagan 401(k) and Profit Sharing PlanKagan 401(k) and Profit Shar…$13MKobelco Compressors America, Inc. Profit Sharing 401(k) PlanKobelco Compressors America,…$13MBibliotheca, LLC 401(k) Plan$13M
End-of-year total assets ($M) among Bergmeyer Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN042557775
Plan Effective Date1993-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bergmeyer Associates, Inc.)

Sponsor-wide plan assets over time

All Bergmeyer Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 17.563147431807565% vs 2022
2023 filing year
$10M$11M$12M$13M 20222023 $10.7M $12.6M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 107 $11M
2023 2 235 $13M

Nearby 401(k) Plans in Massachusetts

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

Bergmeyer Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Bergmeyer Associates, Inc. 401(k) Plan, Total assets ($B): 0.012599875 · Participants: 121Bergmeyer Associates, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Bergmeyer Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bergmeyer Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Bergmeyer Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Steel Warehouse Co LLC 401(k) Plan for Bargaining Employees in IN ($13M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Bergmeyer Associates, Inc. 401(k) Plan assets move in 2023? ▼
Bergmeyer Associates, Inc. 401(k) Plan grew sharply - up 17.6% during 2023, from $11M to $13M. Reported net income was $2M.
How have Bergmeyer Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bergmeyer Associates, Inc.'s sponsor-wide assets grew 17.6%, from $11M to $13M.
Which 401(k) plans are similar in size to Bergmeyer Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Steel Warehouse Co LLC 401(k) Plan for Bargaining Employees in IN ($13M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Bergmeyer Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 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 042557775.

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.