401(k) · DOL Form 5500 · 2023

Berger Chevrolet, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
270
Participants Below avg headcount
75th
Percentile by assets National rank
$82,755
Avg per participant Below avg balance/head
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Official DOL plan name: Berger Chevrolet, Inc. 401(k) Plan & Trust · Sponsored by Berger Chevrolet, Inc. · Michigan · Retail Trade

$22M in assets, 270 participants

Berger Chevrolet, Inc.'s Berger Chevrolet, Inc. 401(k) Plan & Trust reported $22M in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,083 in Retail Trade (8,414 peers)

Coverage in Michigan

Berger Chevrolet, Inc. 401(k) Plan & Trust covers 270 participants in Michigan, about 42% of the average Michigan filer (state average ~638 per filing). Assets: $22M.

#7,083
in Retail Trade (8,414 peers)
+15.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Berger Chevrolet, Inc. 401(k) Plan & Trust's outsized position by total assets

Berger Chevrolet, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$22,343,887 Top 25% higher than 75% 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

Berger Chevrolet, Inc. 401(k) Plan & Trust 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. Berger Chevrolet, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berger Chevrolet, Inc. 401(k) Plan & Trust end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Berger Chevrolet, Inc. 401(k) Plan & Trust reported net income rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Berger Chevrolet, Inc. 401(k) Plan & Trust reported participants rose from 251 in the plan year 2022 filing to 270 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 382374197 · Berger Chevrolet, Inc. PY 2023 · 401(k)

Berger Chevrolet, Inc. 401(k) Plan & Trust · $22M · 270 · 75th

  • ASSETS $22M
  • PCT 270
  • EIN 75th
  • RANK 401(k)
  • PHOTO near Roland Dga Corporation 401(k) Savings and
  • IND ind #7083

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 Retail Trade retirement plans → · Plans in Michigan →

Berger Chevrolet, Inc. 401(k) Plan & Trust in the asset neighbourhood

Berger Chevrolet, Inc. 401(k) Plan & TrustBerger Chevrolet, Inc. 401(k…$22MRoland Dga Corporation 401(k) Savings andRoland Dga Corporation 401(k…$22MTopre America Corporation 401(k) Retirement PlanTopre America Corporation 40…$22MMedi USA, L.P. Profit Sharing 401(k) PlanMedi USA, L.P. Profit Sharin…$22MBirmingham Fastener & Supply, Inc. 401(k) PlanBirmingham Fastener & Supply…$22M
End-of-year total assets ($M) among Berger Chevrolet, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN382374197
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berger Chevrolet, Inc.)

Sponsor-wide plan assets over time

All Berger Chevrolet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 30.31524826862474% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.3M $25.2M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 251 $19M
2023 1 270 $22M
2024 1 289 $25M

Nearby 401(k) Plans in Michigan

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

Berger Chevrolet, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Berger Chevrolet, Inc. 401(k) Plan & Trust, Total assets ($B): 0.022343887 · Participants: 270Berger Chevrolet, Inc. 401(k) Plan & TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Berger Chevrolet, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Berger Chevrolet, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Berger Chevrolet, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Roland Dga Corporation 401(k) Savings and in CA ($22M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 Berger Chevrolet, Inc. 401(k) Plan & Trust assets move in 2023? ▼
Berger Chevrolet, Inc. 401(k) Plan & Trust grew sharply - up 15.7% during 2023, from $19M to $22M. Reported net income was $3M.
How have Berger Chevrolet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berger Chevrolet, Inc.'s sponsor-wide assets grew 30.3%, from $19M to $25M.
Where does Berger Chevrolet, Inc. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Berger Chevrolet, Inc. 401(k) Plan & Trust ranks in the 75th 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 Berger Chevrolet, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Roland Dga Corporation 401(k) Savings and in CA ($22M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Berger Chevrolet, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (270 participants, $3M 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 382374197.

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.