Money Purchase · DOL Form 5500 · 2023
Bergelectric Corporation Money Purchase Plan
Data updated 2026-08-25
- $120M
- Total assets Near avg plan size
- 1,913
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $62,858
- Avg per participant Low balance/head
Official DOL plan name: Bergelectric Corporation Money Purchase Pension Plan · Sponsored by Bergelectric Corporation · California · Construction
$120M in assets, 1,913 participants
Bergelectric Corporation's Bergelectric Corporation Money Purchase Pension Plan reported $120M in total assets and 1,913 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.
- #8,198 in Construction (9,030 peers)
Coverage in California
Bergelectric Corporation Money Purchase Pension Plan covers 1,913 participants in California, 3.0x the typical California plan (state average ~630 per filing). Assets: $120M.
- #8,198
- in Construction (9,030 peers)
- +17.6%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Bergelectric Corporation Money Purchase Pension Plan's outsized position by total assets
Bergelectric Corporation Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$120,247,803 Top 8% higher than 92% 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
Bergelectric Corporation Money Purchase Pension 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. Bergelectric Corporation Money Purchase Pension Plan lands in the large band (1,913 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bergelectric Corporation Money Purchase Pension Plan reported net income rose from -$18M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Bergelectric Corporation Money Purchase Pension Plan end-of-year assets rose from $102M in the plan year 2022 filing to $120M in the plan year 2023 filing.
- Bergelectric Corporation Money Purchase Pension Plan reported participants fell from 2,170 in the plan year 2022 filing to 1,913 in the plan year 2023 filing.
DOL schedule card
Filing strip 951459684 · Bergelectric Corporation PY 2023 · Money Purchase
Bergelectric Corporation Money Purchase Pension Plan · $120M · 1,913 · 92nd
- BOY $120M
- SCH 1,913
- EBSA 92nd
- PART Money Purchase
- TYPE near The Connell Company Retirement Plan
- NET ind #8198
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 California →
Bergelectric Corporation Money Purchase Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $120M |
| Net Income | $18M |
| Employer EIN | 951459684 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bergelectric Corporation)
Sponsor-wide plan assets over time
All Bergelectric Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $307M 35.32869396931752% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,044 | $227M |
| 2023 | 2 | 4,385 | $270M |
| 2024 | 2 | 4,795 | $307M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Bergelectric Corporation Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is The Connell Company Retirement Plan in NJ ($120M); by covered participants it is Annuity Fund of Wardrobe Attendants Union Local 764 in NY (1,929 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120M here).
- The Connell Company Retirement Plan (NJ) $120M · 132
- IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan (AZ) $120M · 3,942
- IBEW Local 531 & NECA Money Purchase Pension Plan (IN) $121M · 540
- Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust (IL) $119M · 517
Similar participant headcount
Nearest other-state filings by covered participants (1,913 participants); asset peers above are excluded.
- Annuity Fund of Wardrobe Attendants Union Local 764 (NY) 1,929 · 16 off
- Thrivent Capital Accumulation Plan (MN) 1,896 · 17 off
- Electricians Local Union No. 606 Pension-Annuity Fund (TN) 1,863 · 50 off
- Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan (WI) 1,856 · 57 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.