401(k) · DOL Form 5500 · 2024

Bergeson-Boese & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
27th
Percentile by assets National rank
$160,502
Avg per participant Above avg balance/head
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Official DOL plan name: Bergeson-Boese & Associates, Inc. 401(k) Plan · Sponsored by Bergeson-Boese & Associates, Inc. · Oregon · Professional & Technical Services

$2M in assets, 10 participants

Bergeson-Boese & Associates, Inc.'s Bergeson-Boese & Associates, Inc. 401(k) Plan reported $2M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,568 in Professional & Technical Services (20,173 peers)

Bergeson-Boese & Associates, Inc. multi-year trail

Bergeson-Boese & Associates, Inc.'s plans moved +78.3% in assets from 2022 to 2024; this filing shows Bergeson-Boese & Associates, Inc. 401(k) Plan at $2M / 10 participants.

#4,568
in Professional & Technical Services (20,173 peers)
+25.4%
assets growth YoY

Bergeson-Boese & Associates, Inc. 401(k) Plan among the smaller filed plans by assets

Bergeson-Boese & Associates, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,605,020 27th percentile higher than 27% of 123,620 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 2024

Bergeson-Boese & Associates, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bergeson-Boese & Associates, Inc. 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bergeson-Boese & Associates, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Bergeson-Boese & Associates, Inc. 401(k) Plan reported net income fell from $380K in the plan year 2023 filing to $325K in the plan year 2024 filing.
  • Bergeson-Boese & Associates, Inc. 401(k) Plan reported participants rose from 9 in the plan year 2023 filing to 10 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 930991547 · Bergeson-Boese & Associates, Inc. PY 2024 · 401(k)

Bergeson-Boese & Associates, Inc. 401(k) Plan · $2M · 10 · 27th

  • IND $2M
  • IND 10
  • IND 27th
  • IND 401(k)
  • IND near C2 Rem 401(k) Plan
  • IND ind #4568

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 Professional & Technical Services retirement plans → · Plans in Oregon →

Bergeson-Boese & Associates, Inc. 401(k) Plan in the asset neighbourhood

Bergeson-Boese & Associates, Inc. 401(k) PlanBergeson-Boese & Associates,…$2MC2 Rem 401(k) Plan$2MGriffin Family of Companies 401(k) PlanGriffin Family of Companies …$2MKbs Builders, Inc 401(k) Plan$2MClear Harbor Asset Management 401(k) Profit Sharing Plan & TrustClear Harbor Asset Managemen…$2M
End-of-year total assets ($M) among Bergeson-Boese & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bergeson-Boese & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bergeson-Boese & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 78.34328376451869% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.9M $1.61M ▲ +78.9%
Year Plans Participants Total Assets
2022 1 12 $900K
2023 1 9 $1M
2024 1 10 $2M

Bergeson-Boese & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$325K
Employer EIN930991547
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Bergeson-Boese & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Bergeson-Boese & Associates, Inc. 401(k) Plan, Total assets ($B): 0.00160502 · Participants: 10Bergeson-Boese & Associates, Inc. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Bergeson-Boese & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Bergeson-Boese & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Bergeson-Boese & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is C2 Rem 401(k) Plan in CA ($2M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bergeson-Boese & Associates, Inc. 401(k) Plan assets move in 2024? ▼
Bergeson-Boese & Associates, Inc. 401(k) Plan grew sharply - up 25.4% during 2024, from $1M to $2M. Reported net income was $325K.
How have Bergeson-Boese & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergeson-Boese & Associates, Inc.'s sponsor-wide assets grew 78.3%, from $900K to $2M.
Which 401(k) plans are similar in size to Bergeson-Boese & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is C2 Rem 401(k) Plan in CA ($2M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Bergeson-Boese & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930991547.

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.