Profit Sharing · DOL Form 5500 · 2023

Bergon Contruction Corp. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$432,493
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bergon Contruction Corp. Retirement Plan and Trust · Sponsored by Bergon Contruction Corp. · New York · Other Services

$1M in assets, 3 participants

Bergon Contruction Corp.'s Bergon Contruction Corp. Retirement Plan and Trust reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,993 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Bergon Contruction Corp. Retirement Plan and Trust ranks #3,993 of 7,857 2023 filers by assets (1547% of the sector average)-$1M for 3 participants.

#3,993
in Other Services (7,857 peers)
+5.0%
assets growth YoY

Bergon Contruction Corp. Retirement Plan and Trust among the smaller filed plans by assets

Bergon Contruction Corp. Retirement Plan and Trust vs every filed plan by assets

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

$1,297,478 26th percentile higher than 26% 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

Bergon Contruction Corp. Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bergon Contruction Corp. Retirement Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bergon Contruction Corp. Retirement Plan and Trust reported net income fell from $119K in the plan year 2022 filing to $62K in the plan year 2023 filing.
  • Bergon Contruction Corp. Retirement Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 112692506 · Bergon Contruction Corp. PY 2023 · Profit Sharing

Bergon Contruction Corp. Retirement Plan and Trust · $1M · 3 · 26th

  • BOOK $1M
  • VS-ST 3
  • BOY 26th
  • SCH Profit Sharing
  • EBSA near Ace Fence Profit Sharing Plan & Trust
  • PART ind #3993

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 Other Services retirement plans → · Plans in New York →

Bergon Contruction Corp. Retirement Plan and Trust in the asset neighbourhood

Bergon Contruction Corp. Retirement Plan and TrustBergon Contruction Corp. Ret…$1MAce Fence Profit Sharing Plan & TrustAce Fence Profit Sharing Pla…$1MRezeco Inc. Retirement Plan$1MSterling Paper Co. Employee Stock Ownership PlanSterling Paper Co. Employee …$1MPauway Corp Employees Profit Sharing PlanPauway Corp Employees Profit…$1M
End-of-year total assets ($M) among Bergon Contruction Corp. Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$62K
Employer EIN112692506
Plan Effective Date1988-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Bergon Contruction Corp.)

Sponsor-wide plan assets over time

All Bergon Contruction Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 5.000028324187318% vs 2022
2023 filing year
$1.22M$1.24M$1.26M$1.28M$1.3M$1.32M 20222023 $1.24M $1.3M ▲ +4.8%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bergon Contruction Corp. Retirement Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Bergon Contruction Corp. Retirement Plan and Trust, Total assets ($B): 0.001297478 · Participants: 3Bergon Contruction Corp. Retirement Plan and TrustAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Bergon Contruction Corp. Retirement Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants

Bergon Contruction Corp. Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Ace Fence Profit Sharing Plan & Trust in CA ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Bergon Contruction Corp. Retirement Plan and Trust assets move in 2023? ▼
Bergon Contruction Corp. Retirement Plan and Trust grew at a solid clip - up 5.0% during 2023, from $1M to $1M. Reported net income was $62K.
How have Bergon Contruction Corp. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bergon Contruction Corp.'s sponsor-wide assets grew 5.0%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Bergon Contruction Corp. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Ace Fence Profit Sharing Plan & Trust in CA ($1M, 62 participants).
Which Profit Sharing plans cover a similar participant headcount to Bergon Contruction Corp. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).