401(k) · DOL Form 5500 · 2024
Bergaila & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 57
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $31,095
- Avg per participant Low balance/head
Official DOL plan name: Bergaila & Associates, Inc. 401(k) Plan and Trust · Sponsored by Bergaila & Associates, Inc. · Texas · Professional & Technical Services
$2M in assets, 57 participants
Bergaila & Associates, Inc.'s Bergaila & Associates, Inc. 401(k) Plan and Trust reported $2M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #4,792 in Professional & Technical Services (20,173 peers)
2024 asset change
Bergaila & Associates, Inc. 401(k) Plan and Trust pulled back noticeably 14.1% in 2024 ($2M → $2M) for 57 participants.
- #4,792
- in Professional & Technical Services (20,173 peers)
- -14.1%
- assets change YoY
The plan reported a net loss of $292K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bergaila & Associates, Inc. 401(k) Plan and Trust among the smaller filed plans by assets
Bergaila & Associates, Inc. 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,772,401 28th percentile higher than 28% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bergaila & Associates, Inc. 401(k) Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bergaila & Associates, Inc. 401(k) Plan and Trust is a small filing (57 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bergaila & Associates, Inc. 401(k) Plan and Trust reported net income fell from $216K in the plan year 2023 filing to -$292K in the plan year 2024 filing.
- Bergaila & Associates, Inc. 401(k) Plan and Trust reported participants fell from 94 in the plan year 2023 filing to 57 in the plan year 2024 filing.
- Bergaila & Associates, Inc. 401(k) Plan and Trust end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 760215121 · Bergaila & Associates, Inc. PY 2024 · 401(k)
Bergaila & Associates, Inc. 401(k) Plan and Trust · $2M · 57 · 28th
- IND $2M
- EOY 57
- 5500 28th
- ASSETS 401(k)
- PCT near John a. Murrell, Dds, PLLC 401(k) Profit Sharing Plan
- EIN ind #4792
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 Texas →
Bergaila & Associates, Inc. 401(k) Plan and Trust in the asset neighbourhood
Bergaila & Associates, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Bergaila & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 4.072375414311415% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $2M |
| 2023 | 1 | 94 | $2M |
| 2024 | 1 | 57 | $2M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$292K |
| Employer EIN | 760215121 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Bergaila & Associates, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is John a. Murrell, Dds, PLLC 401(k) Profit Sharing Plan in NC ($2M); by covered participants it is Certified 401(k) Plan in FL (57 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 (57 participants); asset peers above are excluded.
- Certified 401(k) Plan (FL) 57 · 0 off
- Cvc Credit Partners, LLC 401(k) Plan (NY) 57 · 0 off
- Gemtech Industries, Inc. 401(k) Plan (CA) 57 · 0 off
- Burch, Porter & Johnson Self Employed Retirement Plan (TN) 57 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.