401(k) · DOL Form 5500 · 2023

Berglund Construction Company 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
103
Participants Small participant base
68th
Percentile by assets National rank
$155,658
Avg per participant Above avg balance/head
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Official DOL plan name: Berglund Construction Company 401(k) Retirement Plan · Sponsored by Berglund Construction Company · Illinois · Construction

$16M in assets, 103 participants

Berglund Construction Company's Berglund Construction Company 401(k) Retirement Plan reported $16M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,063 in Construction (9,030 peers)

Coverage in Illinois

Berglund Construction Company 401(k) Retirement Plan covers 103 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $16M.

#6,063
in Construction (9,030 peers)
+7.2%
assets growth YoY

Berglund Construction Company 401(k) Retirement Plan's outsized position by total assets

Berglund Construction Company 401(k) Retirement Plan vs every filed plan by assets

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

$16,032,815 Top 32% higher than 68% 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

Berglund Construction Company 401(k) 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. Berglund Construction Company 401(k) Retirement Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berglund Construction Company 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Berglund Construction Company 401(k) Retirement Plan reported participants rose from 91 in the plan year 2022 filing to 103 in the plan year 2023 filing.
  • Berglund Construction Company 401(k) Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362058060 · Berglund Construction Company PY 2023 · 401(k)

Berglund Construction Company 401(k) Retirement Plan · $16M · 103 · 68th

  • BOY $16M
  • SCH 103
  • EBSA 68th
  • PART 401(k)
  • TYPE near Gates Automotive Group Ees Retirement Plan
  • NET ind #6063

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 Illinois →

Berglund Construction Company 401(k) Retirement Plan in the asset neighbourhood

Berglund Construction Company 401(k) Retirement PlanBerglund Construction Compan…$16MGates Automotive Group Ees Retirement PlanGates Automotive Group Ees R…$16MKokosing Construction Company, Inc. Union 401 (K) PlanKokosing Construction Compan…$16MRegent Holding Company, LLC 401(k) PlanRegent Holding Company, LLC …$16M401(a) Profit-Sharing Plan for Employees of Suncoast Community Health Centers, Inc.401(a) Profit-Sharing Plan f…$16M
End-of-year total assets ($M) among Berglund Construction Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN362058060
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berglund Construction Company)

Sponsor-wide plan assets over time

All Berglund Construction Company plans reported in each filing year

Latest sponsor-wide plan assets
$17M 14.667582803599712% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $15M $17.2M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 91 $15M
2023 1 103 $16M
2024 1 99 $17M

Nearby 401(k) Plans in Illinois

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

Berglund Construction Company 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Berglund Construction Company 401(k) Retirement Plan, Total assets ($B): 0.016032815 · Participants: 103Berglund Construction Company 401(k) Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Berglund Construction Company 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Berglund Construction Company 401(k) Retirement Plan side-by-side with 3 peers →

Berglund Construction Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Gates Automotive Group Ees Retirement Plan in IN ($16M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Berglund Construction Company 401(k) Retirement Plan assets move in 2023? ▼
Berglund Construction Company 401(k) Retirement Plan grew at a solid clip - up 7.2% during 2023, from $15M to $16M. Reported net income was $1M.
How have Berglund Construction Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berglund Construction Company's sponsor-wide assets grew 14.7%, from $15M to $17M.
Which 401(k) plans are similar in size to Berglund Construction Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gates Automotive Group Ees Retirement Plan in IN ($16M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Berglund Construction Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 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 362058060.

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.