401(k) · DOL Form 5500 · 2023

K.a. Bergquist, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
75
Participants Small participant base
50th
Percentile by assets National rank
$87,207
Avg per participant Below avg balance/head
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Official DOL plan name: K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan · Sponsored by K.a. Bergquist, Inc. · Ohio · Wholesale Trade

$7M in assets, 75 participants

K.a. Bergquist, Inc.'s K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan reported $7M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,467 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan holds $7M for 75 participants - about $87,207 per participant, above the median plan by assets.

#2,467
in Wholesale Trade (6,309 peers)
+1.4%
assets growth YoY

K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,540,552 Top 50% higher than 50% 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

K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $91K in the plan year 2023 filing.
  • K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan reported participants rose from 64 in the plan year 2022 filing to 75 in the plan year 2023 filing.
  • K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 340928060 · K.a. Bergquist, Inc. PY 2023 · 401(k)

K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan · $7M · 75 · 50th

  • PCT $7M
  • EIN 75
  • RANK 50th
  • PHOTO 401(k)
  • IND near Wilson Lewis, LLC Safe Harbor 401(k) Plan
  • EOY ind #2467

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 Wholesale Trade retirement plans → · Plans in Ohio →

K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan in the asset neighbourhood

K.a. Bergquist, Inc. Employees 401(k) Profit Sharing PlanK.a. Bergquist, Inc. Employe…$7MWilson Lewis, LLC Safe Harbor 401(k) PlanWilson Lewis, LLC Safe Harbo…$7MPlum Dental Group, L.L.C. 401(k) Profit Sharing PlanPlum Dental Group, L.L.C. 40…$7MSouthern New Jersey Perinatal Cooperative 401(k) Profit Sharing PlanSouthern New Jersey Perinata…$7MShamin Management, LLC$7M
End-of-year total assets ($M) among K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$91K
Employer EIN340928060
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (K.a. Bergquist, Inc.)

Sponsor-wide plan assets over time

All K.a. Bergquist, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 4.631360618868762% vs 2022
2024 filing year
$6.4M$6.5M$6.6M$6.7M$6.8M 202220232024 $6.45M $6.75M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 64 $6M
2023 1 75 $7M
2024 1 70 $7M

Nearby 401(k) Plans in Ohio

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

K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan, Total assets ($B): 0.006540552 · Participants: 75K.a. Bergquist, Inc. Employees 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan side-by-side with 3 peers →

K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Wilson Lewis, LLC Safe Harbor 401(k) Plan in GA ($7M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan assets move in 2023? ▼
K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan edged up modestly - up 1.4% during 2023, from $6M to $7M. Reported net income was $91K.
How have K.a. Bergquist, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), K.a. Bergquist, Inc.'s sponsor-wide assets grew 4.6%, from $6M to $7M.
Which 401(k) plans are similar in size to K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wilson Lewis, LLC Safe Harbor 401(k) Plan in GA ($7M, 47 participants).
Which 401(k) plans cover a similar participant headcount to K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Airbiquity 401(k) Plan in WA (75 participants, $15M 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 340928060.

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.