401(k) · DOL Form 5500 · 2024

Bergeson, LLP 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
19
Participants Small participant base
59th
Percentile by assets National rank
$609,804
Avg per participant High balance/head
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Official DOL plan name: Bergeson, LLP 401(k) Plan · Sponsored by Bergeson, LLP · California · Professional & Technical Services

$12M in assets, 19 participants

Bergeson, LLP's Bergeson, LLP 401(k) Plan reported $12M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,584 in Professional & Technical Services (20,173 peers)

Bergeson, LLP multi-year trail

Bergeson, LLP's plans moved +43.2% in assets from 2022 to 2024; this filing shows Bergeson, LLP 401(k) Plan at $12M / 19 participants.

#11,584
in Professional & Technical Services (20,173 peers)
+15.7%
assets growth YoY

Bergeson, LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bergeson, LLP 401(k) Plan vs every filed plan by assets

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

$11,586,282 Top 41% higher than 59% 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, LLP 401(k) 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. Bergeson, LLP 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bergeson, LLP 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Bergeson, LLP 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Bergeson, LLP 401(k) Plan reported participants rose from 18 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 770269682 · Bergeson, LLP PY 2024 · 401(k)

Bergeson, LLP 401(k) Plan · $12M · 19 · 59th

  • BOOK $12M
  • VS-ST 19
  • BOY 59th
  • SCH 401(k)
  • EBSA near Breakers Unlimited Qbox 401(k) Plan
  • PART ind #11584

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 California →

Bergeson, LLP 401(k) Plan in the asset neighbourhood

Bergeson, LLP 401(k) Plan$12MBreakers Unlimited Qbox 401(k) PlanBreakers Unlimited Qbox 401(…$12MUsherwood Business Equipment Inc. Dba Usherwood Office Technology 401(k) Profit Sharing PlanUsherwood Business Equipment…$12MThe Synergy Global Solutions, Inc. 401(k) PlanThe Synergy Global Solutions…$12MWest Alabama Anesthesia, LLC 401(k) Profit Sharing PlanWest Alabama Anesthesia, LLC…$12M
End-of-year total assets ($M) among Bergeson, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bergeson, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Bergeson, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$12M 43.23147613713641% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $8.09M $11.6M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 17 $8M
2023 1 18 $10M
2024 1 19 $12M

Bergeson, LLP filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN770269682
Plan Effective Date1991-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Bergeson, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bergeson, LLP 401(k) Plan, Total assets ($B): 0.011586282 · Participants: 19Bergeson, LLP 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Bergeson, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bergeson, LLP 401(k) Plan side-by-side with 3 peers →

Bergeson, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Breakers Unlimited Qbox 401(k) Plan in IN ($12M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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, LLP 401(k) Plan assets move in 2024? ▼
Bergeson, LLP 401(k) Plan grew sharply - up 15.7% during 2024, from $10M to $12M. Reported net income was $2M.
How have Bergeson, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergeson, LLP's sponsor-wide assets grew 43.2%, from $8M to $12M.
Which 401(k) plans are similar in size to Bergeson, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Breakers Unlimited Qbox 401(k) Plan in IN ($12M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Bergeson, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K 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 770269682.

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.