401(k) · DOL Form 5500 · 2023

Bergstrom Inc 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
433
Participants Below avg headcount
87th
Percentile by assets National rank
$138,163
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bergstrom Inc Profit Sharing and Employee Savings Plan · Sponsored by Bergstrom Inc · Illinois · Manufacturing

$60M in assets, 433 participants

Bergstrom Inc's Bergstrom Inc Profit Sharing and Employee Savings Plan reported $60M in total assets and 433 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,237 in Manufacturing (18,722 peers)

Where Bergstrom Inc Profit Sharing and Employee Savings Plan sits by assets

Bergstrom Inc Profit Sharing and Employee Savings Plan sits in the top quartile of all filed plans by assets, $60M for 433 participants (~$138,163/participant), up 15.8% in 2023.

#15,237
in Manufacturing (18,722 peers)
+15.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Bergstrom Inc Profit Sharing and Employee Savings Plan's outsized position by total assets

Bergstrom Inc Profit Sharing and Employee Savings Plan vs every filed plan by assets

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

$59,824,418 Top 13% higher than 87% 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

Bergstrom Inc Profit Sharing and Employee Savings 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. Bergstrom Inc Profit Sharing and Employee Savings Plan sits mid-pack in the medium band (433 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bergstrom Inc Profit Sharing and Employee Savings Plan reported net income rose from -$11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Bergstrom Inc Profit Sharing and Employee Savings Plan end-of-year assets rose from $52M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Bergstrom Inc Profit Sharing and Employee Savings Plan reported participants fell from 463 in the plan year 2022 filing to 433 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362138104 · Bergstrom Inc PY 2023 · 401(k)

Bergstrom Inc Profit Sharing and Employee Savings Plan · $60M · 433 · 87th

  • NET $60M
  • BOOK 433
  • VS-ST 87th
  • BOY 401(k)
  • SCH near Enterprise Select Pooled Employer Plan
  • EBSA ind #15237

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 Manufacturing retirement plans → · Plans in Illinois →

Bergstrom Inc Profit Sharing and Employee Savings Plan in the asset neighbourhood

Wolf & Company, P.C. 401(k) PlanWolf & Company, P.C. 401(k) …$60MTerra Holdings 401(k) Plan$60MBergstrom Inc Profit Sharing and Employee Savings PlanBergstrom Inc Profit Sharing…$60MEnterprise Select Pooled Employer PlanEnterprise Select Pooled Emp…$60MBoddie-Noell Enterprises, Inc. Savings and Employee Retirement PlanBoddie-Noell Enterprises, In…$60M
End-of-year total assets ($M) among Bergstrom Inc Profit Sharing and Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$60M
Net Income$8M
Employer EIN362138104
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bergstrom Inc)

Sponsor-wide plan assets over time

All Bergstrom Inc plans reported in each filing year

Latest sponsor-wide plan assets
$64M 23.327478479579426% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $51.7M $63.7M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 463 $52M
2023 1 433 $60M
2024 1 453 $64M

Nearby 401(k) Plans in Illinois

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

Bergstrom Inc Profit Sharing and Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Bergstrom Inc Profit Sharing and Employee Savings Plan, Total assets ($B): 0.059824418 · Participants: 433Bergstrom Inc Profit Sharing and Employee Savings 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
Bergstrom Inc Profit Sharing and Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Bergstrom Inc Profit Sharing and Employee Savings Plan side-by-side with 3 peers →

Bergstrom Inc Profit Sharing and Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Enterprise Select Pooled Employer Plan in FL ($60M); by covered participants it is Noah 403(b) Plan in AZ (433 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (433 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 Bergstrom Inc Profit Sharing and Employee Savings Plan assets move in 2023? ▼
Bergstrom Inc Profit Sharing and Employee Savings Plan grew sharply - up 15.8% during 2023, from $52M to $60M. Reported net income was $8M.
How have Bergstrom Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergstrom Inc's sponsor-wide assets grew 23.3%, from $52M to $64M.
Where does Bergstrom Inc Profit Sharing and Employee Savings Plan rank by assets among Form 5500 filers? ▼
Bergstrom Inc Profit Sharing and Employee Savings Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bergstrom Inc Profit Sharing and Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Enterprise Select Pooled Employer Plan in FL ($60M, 2,506 participants).
Which 401(k) plans cover a similar participant headcount to Bergstrom Inc Profit Sharing and Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Noah 403(b) Plan in AZ (433 participants, $12M 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 362138104.

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.