401(k) · DOL Form 5500 · 2023
Kellermeyer Bergensons Services, LLC 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 26,521
- Participants Very large workforce
- 73rd
- Percentile by assets National rank
- $785
- Avg per participant Low balance/head
Official DOL plan name: Kellermeyer Bergensons Services Savings & Protection Plan · Sponsored by Kellermeyer Bergensons Services, LLC · California · Administrative & Support Services
$21M in assets, 26,521 participants
Kellermeyer Bergensons Services, LLC's Kellermeyer Bergensons Services Savings & Protection Plan reported $21M in total assets and 26,521 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #3,775 in Administrative & Support Services (4,372 peers)
Coverage in California
Kellermeyer Bergensons Services Savings & Protection Plan covers 26,521 participants in California, 42x the typical California plan (state average ~630 per filing). Assets: $21M.
- #3,775
- in Administrative & Support Services (4,372 peers)
- +15.7%
- assets growth YoY
Kellermeyer Bergensons Services Savings & Protection Plan's outsized position by total assets
Kellermeyer Bergensons Services Savings & Protection Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,820,445 Top 27% higher than 73% 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
Kellermeyer Bergensons Services Savings & Protection Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kellermeyer Bergensons Services Savings & Protection Plan is a mega filing (26,521 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kellermeyer Bergensons Services Savings & Protection Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Kellermeyer Bergensons Services Savings & Protection Plan reported participants fell from 35,205 in the plan year 2022 filing to 26,521 in the plan year 2023 filing.
- Kellermeyer Bergensons Services Savings & Protection Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 364431179 · Kellermeyer Bergensons Services, LLC PY 2023 · 401(k)
Kellermeyer Bergensons Services Savings & Protection Plan · $21M · 26,521 · 73rd
- RANK $21M
- PHOTO 26,521
- IND 73rd
- EOY 401(k)
- 5500 near Kenmode Tool and Engineering, Inc. 401(k) Plan
- ASSETS ind #3775
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 Administrative & Support Services retirement plans → · Plans in California →
Kellermeyer Bergensons Services Savings & Protection Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 364431179 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kellermeyer Bergensons Services, LLC)
Sponsor-wide plan assets over time
All Kellermeyer Bergensons Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 31.49738010256374% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35,205 | $18M |
| 2023 | 1 | 26,521 | $21M |
| 2024 | 1 | 24,276 | $24M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Kellermeyer Bergensons Services Savings & Protection Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Kenmode Tool and Engineering, Inc. 401(k) Plan in IL ($21M); by covered participants it is American Express Retirement Savings Plan in NY (26,493 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Kenmode Tool and Engineering, Inc. 401(k) Plan (IL) $21M · 130
- Idealease Inc. 401(k) Plan (IL) $21M · 134
- St. Mary's Bank 401(k) Plan (NH) $21M · 270
- The Sullivan University System, Inc. 401(k) Plan (KY) $21M · 356
Similar participant headcount
Nearest other-state filings by covered participants (26,521 participants); asset peers above are excluded.
- American Express Retirement Savings Plan (NY) 26,493 · 28 off
- Eaton Savings Plan (OH) 26,555 · 34 off
- Textron Savings Plan (RI) 26,580 · 59 off
- The 401(k) Plan (TX) 26,627 · 106 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.