401(k) · DOL Form 5500 · 2024

Bergmann Precision 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
79
Participants Small participant base
33rd
Percentile by assets National rank
$33,726
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bergmann Precision 401(k) Profit Sharing Plan · Sponsored by Bergmann Precision · Arizona · Manufacturing

$3M in assets, 79 participants

Bergmann Precision's Bergmann Precision 401(k) Profit Sharing Plan reported $3M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,920 in Manufacturing (17,777 peers)

Bergmann Precision multi-year trail

Bergmann Precision's plans moved +38.6% in assets from 2022 to 2024; this filing shows Bergmann Precision 401(k) Profit Sharing Plan at $3M / 79 participants.

#2,920
in Manufacturing (17,777 peers)
+11.4%
assets growth YoY

Bergmann Precision 401(k) Profit Sharing Plan among the smaller filed plans by assets

Bergmann Precision 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,664,316 33rd percentile higher than 33% 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

Bergmann Precision 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bergmann Precision 401(k) Profit Sharing Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bergmann Precision 401(k) Profit Sharing Plan reported net income fell from $469K in the plan year 2023 filing to $273K in the plan year 2024 filing.
  • Bergmann Precision 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Bergmann Precision 401(k) Profit Sharing Plan reported participants rose from 74 in the plan year 2023 filing to 79 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 860461898 · Bergmann Precision PY 2024 · 401(k)

Bergmann Precision 401(k) Profit Sharing Plan · $3M · 79 · 33rd

  • BOOK $3M
  • VS-ST 79
  • BOY 33rd
  • SCH 401(k)
  • EBSA near Sks Retirement Plan
  • PART ind #2920

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 Arizona →

Bergmann Precision 401(k) Profit Sharing Plan in the asset neighbourhood

Bergmann Precision 401(k) Profit Sharing PlanBergmann Precision 401(k) Pr…$3MSks Retirement Plan$3MFirst Children, LLC. 401(k) PlanFirst Children, LLC. 401(k) …$3MSysorex, Inc. 401(k) Plan$3MDgt Industries Inc Dba Encore Cabinets and Millwork Employee Stock Ownership Plan and TrustDgt Industries Inc Dba Encor…$3M
End-of-year total assets ($M) among Bergmann Precision 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bergmann Precision multi-year asset trail

Sponsor-wide plan assets over time

All Bergmann Precision plans reported in each filing year

Latest sponsor-wide plan assets
$3M 38.61787729610657% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.92M $2.66M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 80 $2M
2023 1 74 $2M
2024 1 79 $3M

Bergmann Precision filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$273K
Employer EIN860461898
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Bergmann Precision 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Bergmann Precision 401(k) Profit Sharing Plan, Total assets ($B): 0.002664316 · Participants: 79Bergmann Precision 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Bergmann Precision 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bergmann Precision 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Sks Retirement Plan in TX ($3M); by covered participants it is Cvca 401(k)Plan in VA (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Bergmann Precision 401(k) Profit Sharing Plan assets move in 2024?
Bergmann Precision 401(k) Profit Sharing Plan grew at a solid clip - up 11.4% during 2024, from $2M to $3M. Reported net income was $273K.
How have Bergmann Precision plan assets changed over time?
Across 3 plan years on file (2022-2024), Bergmann Precision's sponsor-wide assets grew 38.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Bergmann Precision 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Sks Retirement Plan in TX ($3M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Bergmann Precision 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Cvca 401(k)Plan in VA (79 participants, $17M in assets).